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
+10.13%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.74B
AUM Growth
+$168M
Cap. Flow
+$14.8M
Cap. Flow %
0.85%
Top 10 Hldgs %
22.1%
Holding
831
New
35
Increased
232
Reduced
218
Closed
35

Top Buys

Rank Stock Value
1
ITB icon
iShares US Home Construction ETF
ITB
+$12.3M
2
LSBG
Lake Sunapee Bank Group
LSBG
+$5.11M
3
CMI icon
Cummins
CMI
+$2.96M
4
MCD icon
McDonald's
MCD
+$2.86M
5
HAR
Harman International Industries
HAR
+$2.47M

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$4.95M
2
XOM icon
ExxonMobil
XOM
+$4.05M
3
AGN
Allergan Inc
AGN
+$2.97M
4
DE icon
Deere & Co
DE
+$2.95M
5
VZ icon
Verizon
VZ
+$2.58M

Sector Composition

Rank Sector Weight
1 Healthcare 14.84%
2 Financials 14.22%
3 Technology 13.73%
4 Industrials 11.72%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
226
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$934K 0.05%
49,250
+48,646
+8,054% +$931K
CCEP icon
227
Coca-Cola Europacific Partners
CCEP
$46.7B
$933K 0.05%
21,145
-4,902
-19% -$205K
TAP icon
228
Molson Coors Class B
TAP
$7.87B
$921K 0.05%
16,405
+2,021
+14% +$108K
CFR icon
229
Cullen/Frost Bankers
CFR
$10.2B
$919K 0.05%
12,345
+1,778
+17% +$127K
SEE
230
DELISTED
Sealed Air
SEE
$917K 0.05%
26,945
+15
+0.1% +$457
ESV
231
DELISTED
Ensco Rowan plc
ESV
$915K 0.05%
3,998
+958
+32% +$221K
XLV icon
232
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$904K 0.05%
16,299
+4,162
+34% +$223K
CVE icon
233
Cenovus Energy
CVE
$54.7B
$898K 0.05%
31,344
-1,523
-5% -$44.4K
RYL
234
DELISTED
RYLAND GROUP INC
RYL
$892K 0.05%
20,532
+1,602
+8% +$63.6K
RMD icon
235
ResMed
RMD
$31.7B
$882K 0.05%
18,751
+1,576
+9% +$79.8K
EFA icon
236
iShares MSCI EAFE ETF
EFA
$79.9B
$881K 0.05%
13,131
-551
-4% -$36K
WAT icon
237
Waters Corp
WAT
$40.3B
$881K 0.05%
8,801
+724
+9% +$73K
GBCI icon
238
Glacier Bancorp
GBCI
$6.31B
$866K 0.05%
29,057
+3,762
+15% +$105K
FNF icon
239
Fidelity National Financial
FNF
$13B
$862K 0.05%
46,538
+4,370
+10% +$70.7K
HIBB
240
DELISTED
Hibbett, Inc. Common Stock
HIBB
$858K 0.05%
12,780
+2,179
+21% +$133K
BHP icon
241
BHP
BHP
$231B
$856K 0.05%
14,857
+32
+0.2% +$1.85K
KSS icon
242
Kohl's
KSS
$2.19B
$848K 0.05%
14,950
+2,950
+25% +$162K
TFX icon
243
Teleflex
TFX
$5.94B
$842K 0.05%
8,966
-265
-3% -$24.3K
FRC
244
DELISTED
First Republic Bank
FRC
$842K 0.05%
16,093
+3,298
+26% +$165K
PBCT
245
DELISTED
People's United Financial Inc
PBCT
$841K 0.05%
55,610
-485
-0.9% -$7.13K
XLY icon
246
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$840K 0.05%
25,140
– –
CLX icon
247
Clorox
CLX
$13B
$838K 0.05%
9,035
+2,900
+47% +$261K
PRA
248
DELISTED
ProAssurance
PRA
$838K 0.05%
17,283
-1,561
-8% -$72.8K
MA icon
249
Mastercard
MA
$491B
$827K 0.05%
9,900
+1,300
+15% +$96.6K
WBS icon
250
Webster Financial
WBS
$12.8B
$823K 0.05%
26,391
+10,287
+64% +$292K
8 9
10
11 12

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 Q4 2013 Portfolio in Review

As of Q4 2013, People's United Financial held 831 positions worth $1.74B, up 11% from $1.58B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q4 2013 filing shows 35 new, 232 increased, 218 reduced and 35 closed positions. Its largest new stake was iShares US Home Construction ETF: 542,336 shares worth $13.5M. The largest sale was Walmart Inc, an estimated $4.95M.

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

  • People's United Financial's largest Q4 2013 buy was iShares US Home Construction ETF: 542,336 shares worth $13.5M.
  • People's United Financial added most to Cummins in Q4 2013, an estimated $2.96M increase.
  • People's United Financial's biggest Q4 2013 reduction was Walmart Inc, cutting an estimated $4.95M.
  • People's United Financial fully exited SOURCEFIRE INC COM STK in Q4 2013, selling an estimated $637K.
  • People's United Financial's ten largest holdings make up 22% of its $1.74B portfolio in Q4 2013.
  • People's United Financial opened 35 new positions and closed 35 in Q4 2013.
  • People's United Financial's portfolio value rose 11% quarter-over-quarter to $1.74B.

Based on People's United Financial's 13F filing for Q4 2013, filed 14 Feb 2014.