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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
MOO icon
451
VanEck Agribusiness ETF
MOO
$978M
$95K 0.01%
1,843
-182
-9% -$9.31K
NOC icon
452
Northrop Grumman
NOC
$82.1B
$95K 0.01%
1,000
– –
SPSB icon
453
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K 0.01%
3,055
– –
CHK
454
DELISTED
Chesapeake Energy Corporation
CHK
$94K 0.01%
19
-1
-5% -$4.64K
FPX icon
455
First Trust US Equity Opportunities ETF
FPX
$1.48B
$93K 0.01%
2,250
– –
SHW icon
456
Sherwin-Williams
SHW
$88.1B
$91K 0.01%
1,500
– –
FFC
457
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$783M
$89K 0.01%
4,954
– –
BRCM
458
DELISTED
BROADCOM CORP CL-A
BRCM
$89K 0.01%
3,424
-2,300
-40% -$64.9K
TEF
459
DELISTED
Telefonica
TEF
$88K 0.01%
7,753
– –
OKS
460
DELISTED
Oneok Partners LP
OKS
$85K 0.01%
1,600
– –
AMAT icon
461
Applied Materials
AMAT
$415B
$84K 0.01%
4,800
– –
EWZ icon
462
iShares MSCI Brazil ETF
EWZ
$8.91B
$84K 0.01%
1,750
+100
+6% +$4.44K
IEF icon
463
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$84K 0.01%
+821
New +$83K
L icon
464
Loews
L
$23.3B
$84K 0.01%
1,800
– –
BHC icon
465
Bausch Health
BHC
$2.37B
$83K 0.01%
800
+300
+60% +$29.2K
IXP icon
466
iShares Global Comm Services ETF
IXP
$571M
$83K 0.01%
1,298
– –
MDXG icon
467
MiMedx Group
MDXG
$622M
$83K 0.01%
20,000
– –
YHOO
468
DELISTED
Yahoo Inc
YHOO
$83K 0.01%
2,500
– –
PSA icon
469
Public Storage
PSA
$60.8B
$81K 0.01%
1,134
+750
+195% +$119K
JNK icon
470
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$80K 0.01%
671
-753
-53% -$90K
TYC
471
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$80K 0.01%
2,184
+668
+44% +$24.2K
VEA icon
472
Vanguard FTSE Developed Markets ETF
VEA
$236B
$79K 0.01%
1,984
+917
+86% +$34.9K
LAZ icon
473
Lazard
LAZ
$4.16B
$78K ﹤0.01%
2,160
+300
+16% +$10.6K
MUB icon
474
iShares National Muni Bond ETF
MUB
$45.8B
$78K ﹤0.01%
750
– –
XLE icon
475
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$78K ﹤0.01%
1,890
-31,358
-94% -$1.29M
17 18
19
20 21

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.