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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
VIG icon
426
Vanguard Dividend Appreciation ETF
VIG
$114B
$137K 0.01%
1,974
+190
+11% +$13.1K
IYR icon
427
iShares US Real Estate ETF
IYR
$4.52B
$134K 0.01%
2,100
– –
DNP icon
428
DNP Select Income Fund
DNP
$4.09B
$131K 0.01%
13,616
– –
DNB
429
DELISTED
Dun & Bradstreet
DNB
$131K 0.01%
1,260
– –
IWO icon
430
iShares Russell 2000 Growth ETF
IWO
$14.9B
$129K 0.01%
1,025
– –
HUB.A
431
DELISTED
HUBBELL INC CL-A
HUB.A
$127K 0.01%
1,350
– –
RPG icon
432
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$126K 0.01%
9,900
– –
CMG icon
433
Chipotle Mexican Grill
CMG
$40.7B
$124K 0.01%
14,500
– –
HLIT icon
434
Harmonic Inc
HLIT
$1.26B
$119K 0.01%
15,460
-6,670
-30% -$49.3K
RL icon
435
Ralph Lauren
RL
$24.2B
$115K 0.01%
700
+500
+250% +$86.7K
GLD icon
436
SPDR Gold Trust
GLD
$143B
$114K 0.01%
890
-40
-4% -$5.14K
SPIL
437
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
$107K 0.01%
18,510
-26,150
-59% -$149K
ICE icon
438
Intercontinental Exchange
ICE
$84.5B
$106K 0.01%
2,910
+500
+21% +$18.1K
FXH icon
439
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$105K 0.01%
2,425
-250
-9% -$10.5K
CIEN icon
440
Ciena
CIEN
$54.9B
$104K 0.01%
4,150
+3,950
+1,975% +$89K
DWX icon
441
State Street SPDR S&P International Dividend ETF
DWX
$529M
$102K 0.01%
2,183
-1,050
-32% -$47.7K
OGE icon
442
OGE Energy
OGE
$9.54B
$101K 0.01%
2,800
– –
IGM icon
443
iShares Expanded Tech Sector ETF
IGM
$10.8B
$100K 0.01%
7,530
– –
IYE icon
444
iShares US Energy ETF
IYE
$1.78B
$100K 0.01%
2,125
– –
SCHE icon
445
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$100K 0.01%
4,060
+1,050
+35% +$25.1K
IXG icon
446
iShares Global Financials ETF
IXG
$697M
$98K 0.01%
1,858
– –
BIV icon
447
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$97K 0.01%
1,163
– –
FAST icon
448
Fastenal
FAST
$59.8B
$96K 0.01%
7,616
+5,616
+281% +$66.5K
MDY icon
449
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$96K 0.01%
425
– –
HSBC icon
450
HSBC
HSBC
$355B
$95K 0.01%
2,039
– –
16 17
18
19 20

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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.