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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
EXPO icon
376
Exponent
EXPO
$3.28B
$254K 0.02%
+14,120
New +$235K
IXC icon
377
iShares Global Energy ETF
IXC
$2.72B
$251K 0.02%
6,127
-300
-5% -$12.1K
BKT icon
378
BlackRock Income Trust
BKT
$342M
$250K 0.02%
12,491
– –
PH icon
379
Parker-Hannifin
PH
$134B
$247K 0.02%
2,275
– –
WPC icon
380
W.P. Carey
WPC
$16.1B
$247K 0.02%
3,901
-878
-18% -$57.8K
NTG
381
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
$244K 0.02%
902
– –
KMR
382
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$244K 0.02%
3,542
-1
-0% -$73
NDSN icon
383
Nordson
NDSN
$17.2B
$236K 0.02%
3,200
– –
SPY icon
384
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$236K 0.02%
1,402
– –
MUR icon
385
Murphy Oil
MUR
$5.09B
$233K 0.01%
3,860
+3,526
+1,056% +$208K
PBA icon
386
Pembina Pipeline
PBA
$27.8B
$233K 0.01%
7,031
– –
BBBY
387
DELISTED
Bed Bath & Beyond Inc
BBBY
$231K 0.01%
2,985
+2,685
+895% +$201K
EW icon
388
Edwards Lifesciences
EW
$53B
$219K 0.01%
18,840
– –
NGVC icon
389
Vitamin Cottage Natural Grocers
NGVC
$605M
$217K 0.01%
5,455
-5,600
-51% -$205K
WPX
390
DELISTED
WPX Energy, Inc.
WPX
$215K 0.01%
11,147
– –
BHI
391
DELISTED
Baker Hughes
BHI
$212K 0.01%
4,306
-870
-17% -$42K
WU icon
392
Western Union
WU
$2.19B
$211K 0.01%
11,330
+100
+0.9% +$1.8K
GHL
393
DELISTED
Greenhill & Co., Inc.
GHL
$210K 0.01%
+4,230
New +$209K
EEP
394
DELISTED
Enbridge Energy Partners
EEP
$208K 0.01%
6,815
-875
-11% -$26.8K
LQD icon
395
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$205K 0.01%
1,806
-267
-13% -$30.2K
TTE icon
396
TotalEnergies
TTE
$195B
$204K 0.01%
2,232,368,609
-395,922,356
-15% -$39.6K
PIR
397
DELISTED
Pier 1 Imports, Inc.
PIR
$204K 0.01%
+523
New +$237K
COHR icon
398
Coherent
COHR
$63.6B
$203K 0.01%
10,780
-6,760
-39% -$126K
FIS icon
399
Fidelity National Information Services
FIS
$21.9B
$201K 0.01%
+4,318
New +$196K
SI
400
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$201K 0.01%
1,670
– –
14 15
16
17 18

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BAM
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ACI
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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.