We are live on ! Find out more
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
RDS.B
326
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$404K 0.03%
5,870
-10,529
-64% -$719K
IYM icon
327
iShares US Basic Materials ETF
IYM
$1.03B
$400K 0.03%
5,410
-16,080
-75% -$1.15M
VBK icon
328
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$395K 0.03%
3,450
-150
-4% -$16.6K
GMCR
329
DELISTED
KEURIG GREEN MTN INC
GMCR
$392K 0.02%
5,195
+2,000
+63% +$158K
MAT icon
330
Mattel
MAT
$4.21B
$389K 0.02%
9,301
+900
+11% +$38.5K
STE icon
331
Steris
STE
$23.3B
$389K 0.02%
9,045
+3,313
+58% +$144K
DEO icon
332
Diageo
DEO
$54B
$387K 0.02%
3,050
-775
-20% -$96.9K
AVB icon
333
AvalonBay Communities
AVB
$26.3B
$386K 0.02%
3,035
-51
-2% -$6.73K
QEP
334
DELISTED
QEP RESOURCES, INC.
QEP
$386K 0.02%
13,930
+1,983
+17% +$57.3K
EMN icon
335
Eastman Chemical
EMN
$8.39B
$380K 0.02%
4,875
– –
LUMN icon
336
Lumen
LUMN
$6.85B
$379K 0.02%
12,056
-2,063
-15% -$70.2K
XEL icon
337
Xcel Energy
XEL
$48B
$378K 0.02%
13,669
+12,737
+1,367% +$364K
IJK icon
338
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$376K 0.02%
10,808
– –
HMSY
339
DELISTED
HMS Holdings Corp.
HMSY
$375K 0.02%
17,471
+133
+0.8% +$3.25K
COV
340
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$373K 0.02%
6,115
-783
-11% -$47.8K
TYY
341
DELISTED
TORTOISE ENERGY CAPITAL CORP
TYY
$371K 0.02%
11,750
+1,200
+11% +$39.4K
TWC
342
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$364K 0.02%
3,266
-8,019
-71% -$902K
SLF icon
343
Sun Life Financial
SLF
$45.8B
$362K 0.02%
11,335
-600
-5% -$19.1K
TXT icon
344
Textron
TXT
$15.3B
$362K 0.02%
13,120
– –
IBKC
345
DELISTED
IBERIABANK Corp
IBKC
$357K 0.02%
6,885
+836
+14% +$46.5K
UMPQ
346
DELISTED
Umpqua Holdings Corp
UMPQ
$353K 0.02%
21,815
+5,955
+38% +$98.2K
MKC icon
347
McCormick & Company Non-Voting
MKC
$14.3B
$349K 0.02%
10,780
-730
-6% -$25.6K
MN
348
DELISTED
MANNING & NAPIER, INC.
MN
$348K 0.02%
20,890
-620
-3% -$10.4K
A icon
349
Agilent Technologies
A
$42B
$345K 0.02%
9,397
-20,372
-68% -$687K
ICUI icon
350
ICU Medical
ICUI
$4.56B
$344K 0.02%
5,065
+649
+15% +$46.3K
12 13
14
15 16

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.