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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
MAT icon
326
Mattel
MAT
$4.21B
$438K 0.03%
9,201
-100
-1% -$4.46K
TXT icon
327
Textron
TXT
$15.3B
$438K 0.03%
11,920
-1,200
-9% -$36.8K
MAA icon
328
Mid-America Apartment Communities
MAA
$15.4B
$435K 0.02%
7,162
-392
-5% -$24.5K
NUE icon
329
Nucor
NUE
$62.5B
$435K 0.02%
8,132
-1,292
-14% -$66.7K
URBN icon
330
Urban Outfitters
URBN
$6.81B
$435K 0.02%
11,709
-2,096
-15% -$78.5K
IYR icon
331
iShares US Real Estate ETF
IYR
$4.52B
$434K 0.02%
6,880
+4,780
+228% +$308K
ALL icon
332
Allstate
ALL
$68.2B
$430K 0.02%
7,885
-1,548
-16% -$82.5K
AKAM icon
333
Akamai
AKAM
$16.9B
$419K 0.02%
8,881
+476
+6% +$22.5K
COV
334
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$416K 0.02%
6,105
-10
-0.2% -$651
BX icon
335
Blackstone
BX
$113B
$415K 0.02%
13,426
+560
+4% +$15.3K
CERN
336
DELISTED
Cerner Corp
CERN
$413K 0.02%
7,415
+4,475
+152% +$251K
AEP icon
337
American Electric Power
AEP
$66.9B
$410K 0.02%
8,758
-1,150
-12% -$53.1K
EXPO icon
338
Exponent
EXPO
$3.28B
$406K 0.02%
21,024
+6,904
+49% +$130K
IJK icon
339
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$406K 0.02%
10,808
– –
SLF icon
340
Sun Life Financial
SLF
$45.8B
$400K 0.02%
11,335
– –
CPB icon
341
Campbell Soup
CPB
$6.69B
$399K 0.02%
9,227
-1,300
-12% -$53.8K
IBKC
342
DELISTED
IBERIABANK Corp
IBKC
$399K 0.02%
6,345
-540
-8% -$32.1K
KMR
343
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$396K 0.02%
5,594
+2,052
+58% +$143K
EMN icon
344
Eastman Chemical
EMN
$8.39B
$389K 0.02%
4,825
-50
-1% -$3.88K
CPHD
345
DELISTED
Cepheid Inc
CPHD
$389K 0.02%
+8,336
New +$353K
MN
346
DELISTED
MANNING & NAPIER, INC.
MN
$387K 0.02%
21,911
+1,021
+5% +$17.7K
TYY
347
DELISTED
TORTOISE ENERGY CAPITAL CORP
TYY
$384K 0.02%
11,750
– –
CHEF icon
348
Chefs' Warehouse
CHEF
$4.44B
$377K 0.02%
+12,930
New +$323K
VGT icon
349
Vanguard Information Technology ETF
VGT
$147B
$374K 0.02%
+33,416
New +$354K
NVDA icon
350
NVIDIA
NVDA
$5.27T
$373K 0.02%
932,400
+150,400
+19% +$58.2K
12 13
14
15 16

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BAM
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ACI
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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.