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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
BPO
276
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
$552K 0.04%
+28,945
New +$484K
SPN
277
DELISTED
Superior Energy Services, Inc.
SPN
$547K 0.03%
2,184
+639
+41% +$166K
LYB icon
278
LyondellBasell Industries
LYB
$20.2B
$542K 0.03%
+7,403
New +$515K
RSP icon
279
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$534K 0.03%
8,192
+1,407
+21% +$90.7K
HTSI
280
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
$533K 0.03%
10,845
+1,471
+16% +$72.3K
AVT icon
281
Avnet
AVT
$7.99B
$526K 0.03%
12,600
+1,000
+9% +$38.6K
LHX icon
282
L3Harris
LHX
$54B
$524K 0.03%
8,843
-2,059
-19% -$115K
NHI icon
283
National Health Investors
NHI
$3.59B
$524K 0.03%
9,201
+975
+12% +$58.2K
LTM
284
DELISTED
LIFE TIME FITNESS INC
LTM
$524K 0.03%
10,180
+1,578
+18% +$81.7K
SHY icon
285
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$522K 0.03%
6,174
+612
+11% +$51.6K
TEVA icon
286
Teva Pharmaceuticals
TEVA
$42.1B
$515K 0.03%
13,643
-6,082
-31% -$237K
EEM icon
287
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$514K 0.03%
12,615
-1,743
-12% -$69K
HP icon
288
Helmerich & Payne
HP
$4.18B
$512K 0.03%
+7,422
New +$490K
CI icon
289
Cigna
CI
$73.6B
$510K 0.03%
6,637
– –
FFIV icon
290
F5
FFIV
$23.2B
$508K 0.03%
5,922
+1,303
+28% +$111K
URBN icon
291
Urban Outfitters
URBN
$6.81B
$507K 0.03%
13,805
+3,215
+30% +$132K
CLX icon
292
Clorox
CLX
$13B
$501K 0.03%
6,135
+850
+16% +$71.8K
AME icon
293
Ametek
AME
$58B
$497K 0.03%
10,800
-1,145
-10% -$51.6K
XLP icon
294
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$497K 0.03%
12,479
-89,817
-88% -$3.66M
PPG icon
295
PPG Industries
PPG
$25.7B
$495K 0.03%
5,932
– –
MRSH
296
Marsh
MRSH
$91B
$493K 0.03%
11,300
– –
GVI icon
297
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$479K 0.03%
4,347
-1,600
-27% -$175K
RVT icon
298
Royce Value Trust
RVT
$2.29B
$479K 0.03%
32,251
+1,552
+5% +$22.6K
TRV icon
299
Travelers Companies
TRV
$78.3B
$478K 0.03%
5,630
-631
-10% -$52.2K
ALL icon
300
Allstate
ALL
$68.2B
$477K 0.03%
9,433
-14,926
-61% -$751K
10 11
12
13 14

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SCC
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BAM
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ACI
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ACM
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PP
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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.