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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
+4.87%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.58B
AUM Growth
+$37.5M
Cap. Flow
-$24M
Cap. Flow %
-1.52%
Top 10 Hldgs %
22.71%
Holding
824
New
74
Increased
245
Reduced
181
Closed
28

Top Buys

Rank Stock Value
1
KR icon
Kroger
KR
+$4.12M
2
MTB icon
M&T Bank
MTB
+$2.71M
3
BIIB icon
Biogen
BIIB
+$2.31M
4
CSCO icon
Cisco
CSCO
+$2.3M
5
SRCL
Stericycle Inc
SRCL
+$2.23M

Top Sells

Rank Stock Value
1
ITB icon
iShares US Home Construction ETF
ITB
+$11.8M
2
DE icon
Deere & Co
DE
+$5.76M
3
XOM icon
ExxonMobil
XOM
+$5.42M
4
AGN
Allergan Inc
AGN
+$4.99M
5
WMT icon
Walmart Inc
WMT
+$4.81M

Sector Composition

Rank Sector Weight
1 Healthcare 14.68%
2 Financials 14.09%
3 Technology 13.65%
4 Consumer Discretionary 11.64%
5 Industrials 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMP icon
226
Compass Minerals
CMP
$1.13B
$766K 0.05%
10,040
+1,091
+12% +$86.5K
XLY icon
227
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$762K 0.05%
25,140
+4,604
+22% +$137K
TFX icon
228
Teleflex
TFX
$5.89B
$759K 0.05%
+9,231
New +$725K
NTT
229
DELISTED
Nippon Telegraph & Telephone
NTT
$755K 0.05%
28,980
+6,485
+29% +$170K
PARA
230
DELISTED
Paramount Global Class B
PARA
$754K 0.05%
13,683
-12,835
-48% -$683K
BLKB icon
231
Blackbaud
BLKB
$2.09B
$753K 0.05%
19,295
+2,575
+15% +$91.9K
CFR icon
232
Cullen/Frost Bankers
CFR
$10.3B
$746K 0.05%
+10,567
New +$752K
ROK icon
233
Rockwell Automation
ROK
$48.3B
$735K 0.05%
6,871
+573
+9% +$56K
GPI icon
234
Group 1 Automotive
GPI
$3.16B
$734K 0.05%
9,451
+1,651
+21% +$123K
SEE
235
DELISTED
Sealed Air
SEE
$732K 0.05%
+26,930
New +$763K
TAP icon
236
Molson Coors Class B
TAP
$7.93B
$721K 0.05%
+14,384
New +$723K
YUM icon
237
Yum! Brands
YUM
$39.7B
$708K 0.04%
13,792
+4,901
+55% +$254K
XLK icon
238
State Street Technology Select Sector SPDR ETF
XLK
$122B
$702K 0.04%
43,836
-26,434
-38% -$421K
BCS icon
239
Barclays
BCS
$94.3B
$694K 0.04%
+44,031
New +$689K
ZBH icon
240
Zimmer Biomet
ZBH
$18.7B
$692K 0.04%
8,676
-638
-7% -$50.2K
IXJ icon
241
iShares Global Healthcare ETF
IXJ
$4.24B
$691K 0.04%
17,388
+160
+0.9% +$6.26K
AMLP icon
242
Alerian MLP ETF
AMLP
$13.3B
$688K 0.04%
7,824
-649
-8% -$57.2K
B
243
Barrick Mining
B
$68.5B
$686K 0.04%
36,864
+30,564
+485% +$539K
SLH
244
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$671K 0.04%
12,687
+1,404
+12% +$76.9K
NKE icon
245
Nike
NKE
$62.5B
$664K 0.04%
18,300
+2,460
+16% +$80.3K
TDW icon
246
Tidewater
TDW
$4.46B
$655K 0.04%
342
-21
-6% -$39.1K
ESV
247
DELISTED
Ensco Rowan plc
ESV
$653K 0.04%
+3,040
New +$697K
TYG
248
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$652K 0.04%
3,553
-324
-8% -$58.5K
RWT
249
Redwood Trust
RWT
$574M
$651K 0.04%
+33,095
New +$590K
CME icon
250
CME Group
CME
$94.8B
$649K 0.04%
+8,780
New +$647K
8 9
10
11 12

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BAM
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ACI
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ACM
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MXM
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OSIA
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People's United Financial's Q3 2013 Portfolio in Review

As of Q3 2013, People's United Financial held 824 positions worth $1.58B, up 2.4% from $1.54B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q3 2013 filing shows 74 new, 245 increased, 181 reduced and 28 closed positions. Its largest new stake was Kroger: 214,246 shares worth $4.32M. The largest sale was iShares US Home Construction ETF, an estimated $11.8M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 14% a quarter earlier, followed by Financials and Technology.

  • People's United Financial's largest Q3 2013 buy was Kroger: 214,246 shares worth $4.32M.
  • People's United Financial added most to Biogen in Q3 2013, an estimated $2.31M increase.
  • People's United Financial's biggest Q3 2013 reduction was Deere & Co, cutting an estimated $5.76M.
  • People's United Financial fully exited iShares US Home Construction ETF in Q3 2013, selling an estimated $11.8M.
  • People's United Financial's ten largest holdings make up 23% of its $1.58B portfolio in Q3 2013.
  • People's United Financial opened 74 new positions and closed 28 in Q3 2013.
  • People's United Financial's portfolio value rose 2.4% quarter-over-quarter to $1.58B.

Based on People's United Financial's 13F filing for Q3 2013, filed 13 Nov 2013.