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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
+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
ATR icon
251
AptarGroup
ATR
$8.5B
$820K 0.05%
12,092
+1,785
+17% +$114K
ZBH icon
252
Zimmer Biomet
ZBH
$18.7B
$811K 0.05%
8,970
+294
+3% +$25.4K
RWT
253
Redwood Trust
RWT
$574M
$809K 0.05%
41,764
+8,669
+26% +$160K
AIRM
254
DELISTED
Air Methods Corp
AIRM
$808K 0.05%
13,875
+5,800
+72% +$289K
ROK icon
255
Rockwell Automation
ROK
$48.3B
$798K 0.05%
6,758
-113
-2% -$12.6K
CME icon
256
CME Group
CME
$94.8B
$796K 0.05%
10,137
+1,357
+15% +$106K
NKE icon
257
Nike
NKE
$62.5B
$764K 0.04%
19,408
+1,108
+6% +$42.4K
STR
258
DELISTED
QUESTAR CORP
STR
$758K 0.04%
32,991
-1,135
-3% -$26K
BLKB icon
259
Blackbaud
BLKB
$2.09B
$752K 0.04%
19,970
+675
+3% +$25.1K
NWL icon
260
Newell Brands
NWL
$2.51B
$748K 0.04%
23,067
+1,192
+5% +$35.5K
ZBRA icon
261
Zebra Technologies
ZBRA
$17.9B
$746K 0.04%
13,791
+531
+4% +$26.6K
IXJ icon
262
iShares Global Healthcare ETF
IXJ
$4.24B
$727K 0.04%
16,888
-500
-3% -$20.8K
CMP icon
263
Compass Minerals
CMP
$1.13B
$715K 0.04%
8,926
-1,114
-11% -$83.5K
CEB
264
DELISTED
CEB Inc.
CEB
$713K 0.04%
9,208
+340
+4% +$25K
AMLP icon
265
Alerian MLP ETF
AMLP
$13.3B
$712K 0.04%
8,004
+180
+2% +$15.8K
GPI icon
266
Group 1 Automotive
GPI
$3.16B
$710K 0.04%
9,993
+542
+6% +$36.9K
FISV
267
Fiserv Inc
FISV
$27.8B
$709K 0.04%
24,020
+968
+4% +$26.1K
PARA
268
DELISTED
Paramount Global Class B
PARA
$702K 0.04%
11,018
-2,665
-19% -$157K
LHX icon
269
L3Harris
LHX
$54B
$697K 0.04%
9,990
+1,147
+13% +$72.7K
MHFI
270
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$696K 0.04%
8,900
-3,832
-30% -$275K
RBC icon
271
RBC Bearings
RBC
$17.6B
$688K 0.04%
9,714
+774
+9% +$52K
EEM icon
272
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$679K 0.04%
16,256
+3,641
+29% +$152K
YUM icon
273
Yum! Brands
YUM
$39.7B
$675K 0.04%
12,424
-1,368
-10% -$70.4K
LECO icon
274
Lincoln Electric
LECO
$15.1B
$674K 0.04%
9,441
+752
+9% +$52.8K
GD icon
275
General Dynamics
GD
$107B
$665K 0.04%
6,962
+195
+3% +$17.4K
9 10
11
12 13

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SCC
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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 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.