We are live on ! Find out more
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
PBI icon
401
Pitney Bowes
PBI
$2.33B
$223K 0.01%
9,572
-500
-5% -$10.8K
WPC icon
402
W.P. Carey
WPC
$16.1B
$215K 0.01%
3,586
-315
-8% -$19.8K
EFX icon
403
Equifax
EFX
$21.3B
$214K 0.01%
+3,100
New +$202K
XNTK icon
404
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$213K 0.01%
4,750
-150
-3% -$6.38K
EW icon
405
Edwards Lifesciences
EW
$53B
$206K 0.01%
18,840
– –
ITUB icon
406
Itaú Unibanco
ITUB
$86.9B
$197K 0.01%
39,802
-140,911
-78% -$733K
HUM icon
407
Humana
HUM
$46.3B
$186K 0.01%
1,800
+50
+3% +$4.9K
LQD icon
408
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$183K 0.01%
1,606
-200
-11% -$22.8K
EEP
409
DELISTED
Enbridge Energy Partners
EEP
$182K 0.01%
6,100
-715
-10% -$21.3K
NVSL
410
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$182K 0.01%
25,195
– –
GAP
411
The Gap Inc
GAP
$7.74B
$177K 0.01%
4,520
+150
+3% +$5.87K
MDXG icon
412
MiMedx Group
MDXG
$622M
$175K 0.01%
20,000
– –
DIA icon
413
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$174K 0.01%
1,050
– –
MAR icon
414
Marriott International
MAR
$90.9B
$173K 0.01%
3,515
– –
WU icon
415
Western Union
WU
$2.19B
$171K 0.01%
9,930
-1,400
-12% -$24.5K
EPP icon
416
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$170K 0.01%
3,632
– –
CXT icon
417
Crane NXT
CXT
$2.96B
$168K 0.01%
7,197
– –
IGIB icon
418
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$167K 0.01%
3,102
– –
IYK icon
419
iShares US Consumer Staples ETF
IYK
$1.43B
$167K 0.01%
5,241
– –
RYN icon
420
Rayonier
RYN
$6.52B
$166K 0.01%
5,811
-1,294
-18% -$41.8K
BCS.PRC
421
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$162K 0.01%
6,400
– –
UNM icon
422
Unum
UNM
$14.5B
$161K 0.01%
4,600
– –
IWP icon
423
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$159K 0.01%
3,772
– –
GGG icon
424
Graco
GGG
$13.5B
$156K 0.01%
5,985
– –
CMG icon
425
Chipotle Mexican Grill
CMG
$40.7B
$155K 0.01%
14,500
– –
15 16
17
18 19

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.