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
+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
DD
26
DELISTED
Du Pont De Nemours E I
DD
$17.8M 1.13%
319,866
-13,862
-4% -$757K
STT icon
27
State Street
STT
$50.7B
$17.7M 1.12%
268,977
-14,889
-5% -$1.02M
MMM icon
28
3M
MMM
$94.3B
$17.5M 1.11%
175,013
-3,630
-2% -$353K
PRU icon
29
Prudential Financial
PRU
$41.8B
$17.2M 1.09%
220,275
-11,826
-5% -$928K
USB icon
30
US Bancorp
USB
$99.6B
$17.1M 1.08%
467,088
-3,405
-0.7% -$126K
ORCL icon
31
Oracle
ORCL
$423B
$17M 1.08%
512,805
-14,424
-3% -$468K
ESRX
32
DELISTED
Express Scripts Holding Company
ESRX
$16.9M 1.07%
273,854
-17,408
-6% -$1.13M
CB
33
DELISTED
CHUBB CORPORATION
CB
$16.7M 1.06%
187,280
+8,685
+5% +$751K
TMO icon
34
Thermo Fisher Scientific
TMO
$220B
$16.6M 1.05%
179,606
-10,590
-6% -$958K
CVS icon
35
CVS Health
CVS
$122B
$15.8M 1.01%
279,186
-4,242
-1% -$253K
COST icon
36
Costco
COST
$420B
$15.7M 1%
136,327
-712
-0.5% -$82.2K
MSI icon
37
Motorola Solutions
MSI
$77.4B
$15.6M 0.99%
262,022
-10,347
-4% -$595K
SLB icon
38
SLB Ltd
SLB
$75B
$15.3M 0.97%
172,900
+91
+0.1% +$7.48K
AGN
39
DELISTED
Allergan plc
AGN
$15.1M 0.96%
104,572
-1,739
-2% -$232K
UPS icon
40
United Parcel Service
UPS
$88.9B
$15M 0.95%
163,858
+2,121
+1% +$186K
COF icon
41
Capital One
COF
$134B
$14.7M 0.93%
213,404
-11,823
-5% -$795K
OMC icon
42
Omnicom Group
OMC
$23.4B
$14.5M 0.92%
229,245
-10,816
-5% -$689K
ABT icon
43
Abbott
ABT
$187B
$14.3M 0.9%
429,508
+12,320
+3% +$432K
PFE icon
44
Pfizer
PFE
$153B
$13.8M 0.88%
506,449
+33,421
+7% +$909K
GIS icon
45
General Mills
GIS
$19.7B
$13.3M 0.84%
277,615
-31,238
-10% -$1.57M
PM icon
46
Philip Morris
PM
$295B
$12.9M 0.82%
149,080
-22,684
-13% -$1.98M
DOV icon
47
Dover
DOV
$28.4B
$11.9M 0.76%
198,168
-23,616
-11% -$1.36M
WMT icon
48
Walmart Inc
WMT
$890B
$11.9M 0.76%
482,865
-190,800
-28% -$4.81M
OXY icon
49
Occidental Petroleum
OXY
$55.9B
$11.3M 0.72%
126,110
+4,385
+4% +$377K
CSCO icon
50
Cisco
CSCO
$479B
$11.1M 0.71%
474,611
+92,819
+24% +$2.3M
1
2
3 4 5

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 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.