We are live on ! Find out more
PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+0.81%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
10 Year Est. Return
–
AUM
$1.89B
AUM Growth
+$6.98M
Cap. Flow
+$4.19M
Cap. Flow %
0.22%
Top 10 Hldgs %
20.64%
Holding
842
New
24
Increased
254
Reduced
233
Closed
32

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.95M
2
XOM icon
ExxonMobil
XOM
+$1.92M
3
AAPL icon
Apple
AAPL
+$1.6M
4
RIG icon
Transocean
RIG
+$1.19M
5
VOD icon
Vodafone
VOD
+$1.17M

Top Sells

Rank Stock Value
1
TJX icon
TJX Companies
TJX
+$3.32M
2
EBAY icon
eBay
EBAY
+$2.61M
3
GILD icon
Gilead Sciences
GILD
+$1.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.06M
5
NTT
Nippon Telegraph & Telephone
NTT
+$961K

Sector Composition

Rank Sector Weight
1 Healthcare 15.92%
2 Technology 15.44%
3 Financials 14.04%
4 Industrials 11.49%
5 Energy 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
1
McDonald's
MCD
$192B
$57.3M 3.04%
603,907
-7,138
-1% -$681K
AAPL icon
2
Apple
AAPL
$4.54T
$51.9M 2.75%
2,058,760
+65,052
+3% +$1.6M
XOM icon
3
ExxonMobil
XOM
$644B
$46.6M 2.47%
496,003
+19,295
+4% +$1.92M
MSFT icon
4
Microsoft
MSFT
$3.45T
$37.6M 1.99%
810,308
-3,660
-0.4% -$163K
JPM icon
5
JPMorgan Chase
JPM
$935B
$36M 1.91%
598,133
+374
+0.1% +$21.9K
JNJ icon
6
Johnson & Johnson
JNJ
$618B
$35M 1.85%
327,927
+18,848
+6% +$1.95M
HD icon
7
Home Depot
HD
$331B
$32.7M 1.74%
356,587
-6,854
-2% -$588K
INTC icon
8
Intel
INTC
$455B
$31M 1.64%
890,690
+27,743
+3% +$939K
GILD icon
9
Gilead Sciences
GILD
$162B
$30.9M 1.64%
290,674
-15,322
-5% -$1.5M
CVX icon
10
Chevron
CVX
$392B
$30.2M 1.6%
253,319
+6,400
+3% +$817K
PG icon
11
Procter & Gamble
PG
$336B
$28.8M 1.53%
343,486
+11,521
+3% +$944K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.36T
$27.6M 1.47%
950,101
-36,560
-4% -$1.06M
WFC icon
13
Wells Fargo
WFC
$261B
$26.5M 1.41%
510,695
-2,343
-0.5% -$121K
COP icon
14
ConocoPhillips
COP
$147B
$26.3M 1.39%
343,611
+6,919
+2% +$566K
GE icon
15
GE Aerospace
GE
$374B
$26.2M 1.39%
213,175
-2,317
-1% -$289K
EMC
16
DELISTED
EMC CORPORATION
EMC
$22.5M 1.19%
768,289
-5,860
-0.8% -$169K
RTX icon
17
RTX Corp
RTX
$290B
$22M 1.17%
330,936
+8,846
+3% +$607K
CVS icon
18
CVS Health
CVS
$133B
$21.3M 1.13%
267,923
-6,137
-2% -$484K
ESRX
19
DELISTED
Express Scripts Holding Company
ESRX
$20.7M 1.1%
293,272
+4,919
+2% +$350K
QCOM icon
20
Qualcomm
QCOM
$155B
$20.5M 1.09%
274,445
+2,199
+0.8% +$168K
BA icon
21
Boeing
BA
$171B
$20.1M 1.07%
157,758
+2,898
+2% +$365K
GPC icon
22
Genuine Parts
GPC
$17.1B
$19.8M 1.05%
226,098
-4,284
-2% -$372K
DD
23
DELISTED
Du Pont De Nemours E I
DD
$19.8M 1.05%
290,827
+1,895
+0.7% +$119K
TMO icon
24
Thermo Fisher Scientific
TMO
$213B
$19.8M 1.05%
162,590
-1,905
-1% -$232K
SLB icon
25
SLB Ltd
SLB
$73.6B
$19.7M 1.04%
193,308
-2,536
-1% -$276K
1
2 3 4 5

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

People's United Financial's Q3 2014 Portfolio in Review

As of Q3 2014, People's United Financial held 842 positions worth $1.89B, up 0.37% from $1.88B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q3 2014 filing shows 24 new, 254 increased, 233 reduced and 32 closed positions. Its largest new stake was Whole Foods Market Inc: 15,514 shares worth $591K. The largest sale was TJX Companies, an estimated $3.32M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q3 2014 buy was Whole Foods Market Inc: 15,514 shares worth $591K.
  • People's United Financial added most to Johnson & Johnson in Q3 2014, an estimated $1.95M increase.
  • People's United Financial's biggest Q3 2014 reduction was TJX Companies, cutting an estimated $3.32M.
  • People's United Financial fully exited Southwestern Energy Company in Q3 2014, selling an estimated $553K.
  • People's United Financial's ten largest holdings make up 21% of its $1.89B portfolio in Q3 2014.
  • People's United Financial opened 24 new positions and closed 32 in Q3 2014.
  • People's United Financial's portfolio value rose 0.37% quarter-over-quarter to $1.89B.

Based on People's United Financial's 13F filing for Q3 2014, filed 13 Nov 2014.