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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
XNTK icon
401
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$200K 0.01%
4,900
– –
GDX icon
402
VanEck Gold Miners ETF
GDX
$27.6B
$199K 0.01%
7,961
-460
-5% -$12.2K
NVSL
403
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$193K 0.01%
25,195
– –
IYH icon
404
iShares US Healthcare ETF
IYH
$3.77B
$184K 0.01%
8,625
-14,250
-62% -$302K
PBI icon
405
Pitney Bowes
PBI
$2.33B
$183K 0.01%
10,072
-877
-8% -$14.4K
BTO
406
John Hancock Financial Opportunities Fund
BTO
$800M
$177K 0.01%
8,231
+3,831
+87% +$86.7K
DELL
407
DELISTED
DELL INC
DELL
$177K 0.01%
12,869
-3,077
-19% -$41.7K
GAP
408
The Gap Inc
GAP
$7.74B
$176K 0.01%
4,370
+3,620
+483% +$156K
EPP icon
409
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$173K 0.01%
3,632
-70
-2% -$3.19K
IGIB icon
410
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$167K 0.01%
+3,102
New +$167K
MCO icon
411
Moody's
MCO
$82.8B
$165K 0.01%
2,340
+400
+21% +$26.2K
HUM icon
412
Humana
HUM
$46.3B
$163K 0.01%
1,750
+700
+67% +$64.2K
BCS.PRC
413
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$162K 0.01%
6,400
+400
+7% +$10.1K
DIA icon
414
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$159K 0.01%
1,050
– –
IYK icon
415
iShares US Consumer Staples ETF
IYK
$1.43B
$156K 0.01%
5,241
-51
-1% -$1.53K
CXT icon
416
Crane NXT
CXT
$2.96B
$154K 0.01%
7,197
– –
CERN
417
DELISTED
Cerner Corp
CERN
$154K 0.01%
2,940
+30
+1% +$1.46K
GGG icon
418
Graco
GGG
$13.5B
$148K 0.01%
5,985
– –
MAR icon
419
Marriott International
MAR
$90.9B
$148K 0.01%
3,515
+750
+27% +$31.1K
IWP icon
420
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$147K 0.01%
3,772
– –
VBR icon
421
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$142K 0.01%
1,577
– –
ADM icon
422
Archer Daniels Midland
ADM
$38.8B
$141K 0.01%
3,838
– –
ICF icon
423
iShares Select U.S. REIT ETF
ICF
$2.08B
$140K 0.01%
3,640
-424
-10% -$16.8K
UNM icon
424
Unum
UNM
$14.5B
$140K 0.01%
4,600
– –
IYJ icon
425
iShares US Industrials ETF
IYJ
$1.94B
$138K 0.01%
3,060
+200
+7% +$8.82K
15 16
17
18 19

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IA
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SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.