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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
SPY icon
376
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$270K 0.02%
1,462
+60
+4% +$10.6K
LIFE
377
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$270K 0.02%
3,564
-1
-0% -$75
HUB.B
378
DELISTED
HUBBELL INC CL-B
HUB.B
$269K 0.02%
2,474
– –
ICE icon
379
Intercontinental Exchange
ICE
$84.5B
$266K 0.02%
5,920
+3,010
+103% +$124K
UN
380
DELISTED
Unilever NV New York Registry Shares
UN
$264K 0.02%
+6,565
New +$255K
TTE icon
381
TotalEnergies
TTE
$195B
$263K 0.02%
2,723,945,806
+491,577,197
+22% +$49.2K
SPLS
382
DELISTED
Staples Inc
SPLS
$262K 0.02%
16,500
-13,424
-45% -$209K
TDW icon
383
Tidewater
TDW
$4.46B
$257K 0.01%
134
-208
-61% -$396K
TT icon
384
Trane Technologies
TT
$105B
$256K 0.01%
4,148
-1,045
-20% -$57.6K
AIG icon
385
American International
AIG
$40.7B
$255K 0.01%
4,990
-410
-8% -$20.4K
LAZ icon
386
Lazard
LAZ
$4.16B
$250K 0.01%
5,510
+3,350
+155% +$136K
HES
387
DELISTED
Hess
HES
$249K 0.01%
3,000
-690
-19% -$56K
IXC icon
388
iShares Global Energy ETF
IXC
$2.72B
$247K 0.01%
5,721
-406
-7% -$17.2K
KMI icon
389
Kinder Morgan
KMI
$69.9B
$247K 0.01%
6,872
-1,378
-17% -$48.3K
NTG
390
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
$247K 0.01%
902
– –
DRI icon
391
Darden Restaurants
DRI
$24.9B
$244K 0.01%
5,025
+4,197
+507% +$194K
PBA icon
392
Pembina Pipeline
PBA
$27.8B
$242K 0.01%
6,861
-170
-2% -$5.59K
TWC
393
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$239K 0.01%
1,766
-1,500
-46% -$186K
NDSN icon
394
Nordson
NDSN
$17.2B
$238K 0.01%
3,200
– –
BKT icon
395
BlackRock Income Trust
BKT
$342M
$233K 0.01%
11,991
-500
-4% -$9.82K
FIS icon
396
Fidelity National Information Services
FIS
$21.9B
$231K 0.01%
4,300
-18
-0.4% -$888
SI
397
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$231K 0.01%
1,670
– –
WPX
398
DELISTED
WPX Energy, Inc.
WPX
$227K 0.01%
11,147
– –
VGK icon
399
Vanguard FTSE Europe ETF
VGK
$31B
$225K 0.01%
+3,820
New +$215K
BWA icon
400
BorgWarner
BWA
$14.1B
$224K 0.01%
4,544
-2,976
-40% -$138K
14 15
16
17 18

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BAM
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ACI
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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.