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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
MAA icon
301
Mid-America Apartment Communities
MAA
$15.4B
$472K 0.03%
7,554
+494
+7% +$31.9K
IWF icon
302
iShares Russell 1000 Growth ETF
IWF
$127B
$470K 0.03%
24,040
– –
QQQ icon
303
Invesco QQQ Trust
QQQ
$479B
$467K 0.03%
5,924
-250
-4% -$19K
SCL icon
304
Stepan Co
SCL
$1.47B
$464K 0.03%
8,040
+1,781
+28% +$103K
DVN icon
305
Devon Energy
DVN
$49.9B
$463K 0.03%
8,006
+250
+3% +$14.3K
NUE icon
306
Nucor
NUE
$62.5B
$462K 0.03%
9,424
+6,864
+268% +$322K
PRLB icon
307
Protolabs
PRLB
$2.14B
$460K 0.03%
6,021
+2,144
+55% +$148K
POWI icon
308
Power Integrations
POWI
$3.46B
$454K 0.03%
16,760
+1,164
+7% +$30.2K
CBI
309
DELISTED
Chicago Bridge & Iron Nv
CBI
$446K 0.03%
6,580
+220
+3% +$13.6K
XLI icon
310
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$444K 0.03%
9,566
+1,190
+14% +$53.8K
DCI icon
311
Donaldson
DCI
$11.2B
$440K 0.03%
11,546
+2,278
+25% +$84.2K
SPLS
312
DELISTED
Staples Inc
SPLS
$439K 0.03%
29,924
+4,382
+17% +$68.7K
COR icon
313
Cencora
COR
$62B
$436K 0.03%
7,124
-18,023
-72% -$1.05M
AKAM icon
314
Akamai
AKAM
$16.9B
$435K 0.03%
8,405
+1,411
+20% +$66.5K
AEP icon
315
American Electric Power
AEP
$66.9B
$430K 0.03%
9,908
-617
-6% -$27.4K
ACC
316
DELISTED
American Campus Communities, Inc.
ACC
$429K 0.03%
12,549
+4,365
+53% +$163K
CPB icon
317
Campbell Soup
CPB
$6.69B
$428K 0.03%
10,527
+1,100
+12% +$49.3K
ECL icon
318
Ecolab
ECL
$79.7B
$428K 0.03%
4,336
-36
-0.8% -$3.35K
K
319
DELISTED
Kellanova
K
$427K 0.03%
7,746
-1,456
-16% -$86.8K
CLH icon
320
Clean Harbors
CLH
$16.4B
$425K 0.03%
7,252
+1,120
+18% +$62.5K
BEAM
321
DELISTED
BEAM INC COM STK (DE)
BEAM
$425K 0.03%
6,573
-8,187
-55% -$525K
SJM icon
322
J.M. Smucker
SJM
$12.6B
$419K 0.03%
3,980
+2,899
+268% +$314K
GNTX icon
323
Gentex
GNTX
$5.02B
$417K 0.03%
32,578
-5,780
-15% -$68.6K
IJH icon
324
iShares Core S&P Mid-Cap ETF
IJH
$127B
$417K 0.03%
16,795
+825
+5% +$20.1K
WBS icon
325
Webster Financial
WBS
$12.8B
$411K 0.03%
16,104
+550
+4% +$14.6K
11 12
13
14 15

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IA
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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.