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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
IYJ icon
426
iShares US Industrials ETF
IYJ
$1.94B
$155K 0.01%
3,060
– –
DNB
427
DELISTED
Dun & Bradstreet
DNB
$155K 0.01%
1,260
– –
MCO icon
428
Moody's
MCO
$82.8B
$152K 0.01%
1,940
-400
-17% -$29.3K
VIG icon
429
Vanguard Dividend Appreciation ETF
VIG
$114B
$149K 0.01%
1,974
– –
DNKN
430
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$143K 0.01%
2,959
+1,800
+155% +$85.3K
IWO icon
431
iShares Russell 2000 Growth ETF
IWO
$14.9B
$139K 0.01%
1,025
– –
RPG icon
432
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$139K 0.01%
9,900
– –
ICF icon
433
iShares Select U.S. REIT ETF
ICF
$2.08B
$136K 0.01%
3,640
– –
BTO
434
John Hancock Financial Opportunities Fund
BTO
$800M
$134K 0.01%
5,671
-2,560
-31% -$57.2K
TWTR
435
DELISTED
Twitter, Inc.
TWTR
$134K 0.01%
+2,100
New +$104K
HUB.A
436
DELISTED
HUBBELL INC CL-A
HUB.A
$132K 0.01%
1,350
– –
VBK icon
437
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$128K 0.01%
1,050
-2,400
-70% -$283K
HIG icon
438
Hartford Financial Services
HIG
$38.7B
$125K 0.01%
3,438
+2,405
+233% +$82.8K
RL icon
439
Ralph Lauren
RL
$24.2B
$124K 0.01%
700
– –
GDX icon
440
VanEck Gold Miners ETF
GDX
$27.6B
$120K 0.01%
5,686
-2,275
-29% -$52.5K
FXH icon
441
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$117K 0.01%
2,425
– –
NOC icon
442
Northrop Grumman
NOC
$82.1B
$115K 0.01%
1,000
– –
DWX icon
443
State Street SPDR S&P International Dividend ETF
DWX
$529M
$112K 0.01%
2,356
+173
+8% +$8.17K
IGM icon
444
iShares Expanded Tech Sector ETF
IGM
$10.8B
$112K 0.01%
7,530
– –
PEG icon
445
Public Service Enterprise Group
PEG
$37.2B
$111K 0.01%
3,465
-13,632
-80% -$451K
DNP icon
446
DNP Select Income Fund
DNP
$4.09B
$109K 0.01%
11,585
-2,031
-15% -$19.6K
IYE icon
447
iShares US Energy ETF
IYE
$1.78B
$107K 0.01%
2,125
– –
MDY icon
448
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$104K 0.01%
425
– –
GLD icon
449
SPDR Gold Trust
GLD
$143B
$103K 0.01%
890
– –
LMT icon
450
Lockheed Martin
LMT
$139B
$103K 0.01%
696
+100
+17% +$13.6K
16 17
18
19 20

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BAM
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ACI
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ACM
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MXM
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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.