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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
SHY icon
301
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$521K 0.03%
6,174
– –
IWF icon
302
iShares Russell 1000 Growth ETF
IWF
$127B
$517K 0.03%
24,040
– –
IYH icon
303
iShares US Healthcare ETF
IYH
$3.77B
$513K 0.03%
22,025
+13,400
+155% +$301K
SPN
304
DELISTED
Superior Energy Services, Inc.
SPN
$513K 0.03%
1,927
-257
-12% -$67.2K
POWI icon
305
Power Integrations
POWI
$3.46B
$509K 0.03%
18,232
+1,472
+9% +$39.8K
RVT icon
306
Royce Value Trust
RVT
$2.29B
$498K 0.03%
31,129
-1,122
-3% -$17.1K
DOC icon
307
Healthpeak Properties
DOC
$14.4B
$495K 0.03%
14,964
-8,277
-36% -$295K
TEVA icon
308
Teva Pharmaceuticals
TEVA
$42.1B
$495K 0.03%
12,366
-1,277
-9% -$50.3K
PRLB icon
309
Protolabs
PRLB
$2.14B
$492K 0.03%
6,910
+889
+15% +$68.9K
ACC
310
DELISTED
American Campus Communities, Inc.
ACC
$490K 0.03%
15,226
+2,677
+21% +$89.9K
LTM
311
DELISTED
LIFE TIME FITNESS INC
LTM
$488K 0.03%
10,384
+204
+2% +$9.76K
TRV icon
312
Travelers Companies
TRV
$78.3B
$487K 0.03%
5,378
-252
-4% -$22K
CVSA
313
Covista Inc
CVSA
$4.38B
$476K 0.03%
13,403
+3,878
+41% +$134K
GVI icon
314
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$476K 0.03%
4,347
– –
QEP
315
DELISTED
QEP RESOURCES, INC.
QEP
$465K 0.03%
15,167
+1,237
+9% +$38.8K
MINI
316
DELISTED
Mobile Mini Inc
MINI
$462K 0.03%
11,226
+2,681
+31% +$99.8K
DEO icon
317
Diageo
DEO
$54B
$460K 0.03%
3,470
+420
+14% +$53.6K
RBA icon
318
RB Global
RBA
$17.4B
$460K 0.03%
20,046
+6,441
+47% +$132K
CLH icon
319
Clean Harbors
CLH
$16.4B
$454K 0.03%
7,577
+325
+4% +$18.7K
ECL icon
320
Ecolab
ECL
$79.7B
$451K 0.03%
4,320
-16
-0.4% -$1.66K
IJH icon
321
iShares Core S&P Mid-Cap ETF
IJH
$127B
$449K 0.03%
16,795
– –
A icon
322
Agilent Technologies
A
$42B
$447K 0.03%
10,916
+1,519
+16% +$57.7K
UMPQ
323
DELISTED
Umpqua Holdings Corp
UMPQ
$445K 0.03%
23,242
+1,427
+7% +$25K
FFIV icon
324
F5
FFIV
$23.2B
$443K 0.03%
4,874
-1,048
-18% -$89.3K
K
325
DELISTED
Kellanova
K
$440K 0.03%
7,671
-75
-1% -$4.32K
11 12
13
14 15

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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 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.