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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
JBHT icon
276
JB Hunt Transport Services
JBHT
$25B
$653K 0.04%
8,449
-17
-0.2% -$1.27K
RSP icon
277
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$648K 0.04%
9,092
+900
+11% +$61.5K
XLI icon
278
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$643K 0.04%
12,296
+2,730
+29% +$134K
WHR icon
279
Whirlpool
WHR
$2.75B
$642K 0.04%
4,097
-4
-0.1% -$587
TYG
280
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$637K 0.04%
3,340
-213
-6% -$40.1K
ASH icon
281
Ashland
ASH
$3.45B
$630K 0.04%
13,274
+12,252
+1,199% +$548K
LYB icon
282
LyondellBasell Industries
LYB
$20.2B
$627K 0.04%
7,809
+406
+5% +$31.1K
SCL icon
283
Stepan Co
SCL
$1.47B
$626K 0.04%
9,545
+1,505
+19% +$91.8K
RFG icon
284
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$608K 0.03%
24,700
-500
-2% -$11.7K
B
285
Barrick Mining
B
$68.5B
$594K 0.03%
33,665
-3,199
-9% -$56.4K
DCI icon
286
Donaldson
DCI
$11.2B
$592K 0.03%
13,632
+2,086
+18% +$85K
META icon
287
Meta Platforms (Facebook)
META
$1.52T
$590K 0.03%
10,795
+4,945
+85% +$248K
FNFG
288
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$578K 0.03%
54,400
– –
CBI
289
DELISTED
Chicago Bridge & Iron Nv
CBI
$575K 0.03%
6,920
+340
+5% +$25.8K
PPG icon
290
PPG Industries
PPG
$25.7B
$572K 0.03%
6,032
+100
+2% +$9.01K
NHI icon
291
National Health Investors
NHI
$3.59B
$561K 0.03%
10,003
+802
+9% +$47.7K
AVT icon
292
Avnet
AVT
$7.99B
$556K 0.03%
12,600
– –
UIL
293
DELISTED
UIL HOLDINGS
UIL
$552K 0.03%
14,253
-1,195
-8% -$45.3K
MRSH
294
Marsh
MRSH
$91B
$547K 0.03%
11,300
– –
HP icon
295
Helmerich & Payne
HP
$4.18B
$545K 0.03%
6,478
-944
-13% -$73.5K
BPO
296
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
$545K 0.03%
28,305
-640
-2% -$12.2K
CI icon
297
Cigna
CI
$73.6B
$537K 0.03%
6,137
-500
-8% -$40.9K
HTLD icon
298
Heartland Express
HTLD
$911M
$532K 0.03%
27,121
+3,206
+13% +$52.5K
STE icon
299
Steris
STE
$23.3B
$526K 0.03%
10,938
+1,893
+21% +$86.5K
QQQ icon
300
Invesco QQQ Trust
QQQ
$479B
$521K 0.03%
5,924
– –
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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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.