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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
COR icon
351
Cencora
COR
$62B
$369K 0.02%
5,251
-1,873
-26% -$126K
VLO icon
352
Valero Energy
VLO
$90.7B
$369K 0.02%
7,326
+5,426
+286% +$229K
SJM icon
353
J.M. Smucker
SJM
$12.6B
$368K 0.02%
3,552
-428
-11% -$45.4K
GMCR
354
DELISTED
KEURIG GREEN MTN INC
GMCR
$368K 0.02%
4,875
-320
-6% -$21.8K
PIR
355
DELISTED
Pier 1 Imports, Inc.
PIR
$365K 0.02%
791
+268
+51% +$114K
SIAL
356
DELISTED
SIGMA - ALDRICH CORP
SIAL
$357K 0.02%
3,800
– –
AVB icon
357
AvalonBay Communities
AVB
$26.3B
$352K 0.02%
2,980
-55
-2% -$6.78K
BEAM
358
DELISTED
BEAM INC COM STK (DE)
BEAM
$352K 0.02%
5,178
-1,395
-21% -$94.3K
XEL icon
359
Xcel Energy
XEL
$48B
$345K 0.02%
12,352
-1,317
-10% -$37.2K
AMP icon
360
Ameriprise Financial
AMP
$49.2B
$343K 0.02%
2,980
-215
-7% -$22.2K
ES icon
361
Eversource Energy
ES
$26.8B
$329K 0.02%
7,754
+469
+6% +$19.7K
PRGO icon
362
Perrigo
PRGO
$1.75B
$328K 0.02%
2,140
-14,320
-87% -$2.06M
TEG
363
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$323K 0.02%
+5,938
New +$332K
STI
364
DELISTED
SunTrust Banks, Inc.
STI
$318K 0.02%
8,659
-32
-0.4% -$1.12K
RDS.B
365
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$313K 0.02%
4,166
-1,704
-29% -$120K
TD icon
366
Toronto Dominion Bank
TD
$200B
$307K 0.02%
6,520
+720
+12% +$32.8K
ICUI icon
367
ICU Medical
ICUI
$4.56B
$306K 0.02%
4,811
-254
-5% -$16.3K
MKC icon
368
McCormick & Company Non-Voting
MKC
$14.3B
$297K 0.02%
8,638
-2,142
-20% -$73.1K
NGVC icon
369
Vitamin Cottage Natural Grocers
NGVC
$605M
$297K 0.02%
7,006
+1,551
+28% +$59.7K
IEO icon
370
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$296K 0.02%
3,593
– –
DVY icon
371
iShares Select Dividend ETF
DVY
$23.6B
$294K 0.02%
4,125
– –
PH icon
372
Parker-Hannifin
PH
$134B
$293K 0.02%
2,275
– –
GM icon
373
General Motors
GM
$77.2B
$284K 0.02%
6,943
+6,615
+2,017% +$250K
ADM icon
374
Archer Daniels Midland
ADM
$38.8B
$283K 0.02%
6,523
+2,685
+70% +$109K
GHL
375
DELISTED
Greenhill & Co., Inc.
GHL
$280K 0.02%
4,825
+595
+14% +$31.1K
13 14
15
16 17

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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.