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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
CEB
251
DELISTED
CEB Inc.
CEB
$644K 0.04%
8,868
+1,917
+28% +$130K
FNF icon
252
Fidelity National Financial
FNF
$12.9B
$640K 0.04%
+42,168
New +$594K
FIRE
253
DELISTED
SOURCEFIRE INC COM STK
FIRE
$637K 0.04%
8,388
+1,501
+22% +$107K
PSMT icon
254
Pricesmart
PSMT
$5.21B
$633K 0.04%
6,646
+3,017
+83% +$271K
TSM icon
255
TSMC
TSM
$2.17T
$626K 0.04%
36,880
+33,645
+1,040% +$574K
GBCI icon
256
Glacier Bancorp
GBCI
$6.35B
$625K 0.04%
25,295
+3,015
+14% +$72.3K
KSS icon
257
Kohl's
KSS
$2.16B
$621K 0.04%
12,000
-10,278
-46% -$537K
ATR icon
258
AptarGroup
ATR
$8.5B
$620K 0.04%
10,307
+1,332
+15% +$78.8K
JBHT icon
259
JB Hunt Transport Services
JBHT
$25B
$617K 0.04%
8,466
+186
+2% +$13.8K
XLV icon
260
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$614K 0.04%
12,137
-3,082
-20% -$155K
ZBRA icon
261
Zebra Technologies
ZBRA
$17.9B
$604K 0.04%
13,260
+1,851
+16% +$85.4K
NWL icon
262
Newell Brands
NWL
$2.51B
$602K 0.04%
21,875
+2,175
+11% +$57.9K
WHR icon
263
Whirlpool
WHR
$2.75B
$601K 0.04%
4,101
– –
FRC
264
DELISTED
First Republic Bank
FRC
$597K 0.04%
12,795
+3,027
+31% +$133K
HIBB
265
DELISTED
Hibbett, Inc. Common Stock
HIBB
$595K 0.04%
10,601
+1,346
+15% +$75.4K
GD icon
266
General Dynamics
GD
$107B
$593K 0.04%
6,767
+65
+1% +$5.52K
RBC icon
267
RBC Bearings
RBC
$17.6B
$589K 0.04%
8,940
+1,283
+17% +$75.3K
FISV
268
Fiserv Inc
FISV
$27.8B
$582K 0.04%
23,052
– –
LECO icon
269
Lincoln Electric
LECO
$15.1B
$579K 0.04%
8,689
+56
+0.6% +$3.51K
MA icon
270
Mastercard
MA
$493B
$579K 0.04%
8,600
+1,300
+18% +$81.6K
UIL
271
DELISTED
UIL HOLDINGS
UIL
$574K 0.04%
15,448
+5,048
+49% +$195K
FNFG
272
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$564K 0.04%
54,400
– –
PEG icon
273
Public Service Enterprise Group
PEG
$37.2B
$563K 0.04%
17,097
-19,441
-53% -$643K
RFG icon
274
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$560K 0.04%
25,200
-1,580
-6% -$34K
PHG icon
275
Philips
PHG
$26.3B
$554K 0.04%
+24,804
New +$542K
9 10
11
12 13

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BAM
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ACI
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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.