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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
AIRM
351
DELISTED
Air Methods Corp
AIRM
$344K 0.02%
+8,075
New +$310K
HTLD icon
352
Heartland Express
HTLD
$911M
$339K 0.02%
23,915
+6,700
+39% +$96.2K
BWA icon
353
BorgWarner
BWA
$14.1B
$336K 0.02%
7,520
-13,864
-65% -$582K
SIAL
354
DELISTED
SIGMA - ALDRICH CORP
SIAL
$324K 0.02%
3,800
– –
BX icon
355
Blackstone
BX
$113B
$314K 0.02%
12,866
+5,380
+72% +$120K
SNDK
356
DELISTED
SANDISK CORP
SNDK
$311K 0.02%
5,222
-11,868
-69% -$697K
NVDA icon
357
NVIDIA
NVDA
$5.27T
$304K 0.02%
782,000
+107,840
+16% +$40.1K
ES icon
358
Eversource Energy
ES
$26.8B
$300K 0.02%
7,285
-1,599
-18% -$67.6K
META icon
359
Meta Platforms (Facebook)
META
$1.52T
$294K 0.02%
5,850
+2,100
+56% +$78.2K
KMI icon
360
Kinder Morgan
KMI
$69.9B
$293K 0.02%
8,250
-114
-1% -$4.28K
AMP icon
361
Ameriprise Financial
AMP
$49.2B
$291K 0.02%
3,195
+300
+10% +$26.5K
CVSA
362
Covista Inc
CVSA
$4.38B
$291K 0.02%
9,525
+3,070
+48% +$94.6K
MINI
363
DELISTED
Mobile Mini Inc
MINI
$291K 0.02%
+8,545
New +$281K
HES
364
DELISTED
Hess
HES
$285K 0.02%
3,690
-13,876
-79% -$1.03M
STI
365
DELISTED
SunTrust Banks, Inc.
STI
$282K 0.02%
+8,691
New +$294K
FE icon
366
FirstEnergy
FE
$27.1B
$281K 0.02%
7,719
-4,608
-37% -$173K
IEO icon
367
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$280K 0.02%
3,593
-300
-8% -$22.7K
DVY icon
368
iShares Select Dividend ETF
DVY
$23.6B
$274K 0.02%
4,125
– –
RBA icon
369
RB Global
RBA
$17.4B
$274K 0.02%
13,605
+1,520
+13% +$29.4K
TT icon
370
Trane Technologies
TT
$105B
$269K 0.02%
5,193
– –
RYN icon
371
Rayonier
RYN
$6.52B
$268K 0.02%
7,105
– –
LIFE
372
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$267K 0.02%
3,565
– –
AIG icon
373
American International
AIG
$40.6B
$263K 0.02%
5,400
-15,998
-75% -$760K
TD icon
374
Toronto Dominion Bank
TD
$200B
$261K 0.02%
5,800
– –
HUB.B
375
DELISTED
HUBBELL INC CL-B
HUB.B
$259K 0.02%
2,474
-200
-7% -$21K
13 14
15
16 17

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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 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.