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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
EMC
26
DELISTED
EMC CORPORATION
EMC
$19.5M 1.12%
775,460
+9,993
+1% +$242K
ESRX
27
DELISTED
Express Scripts Holding Company
ESRX
$19.4M 1.11%
275,780
+1,926
+0.7% +$126K
STT icon
28
State Street
STT
$50.7B
$19.4M 1.11%
263,708
-5,269
-2% -$369K
TMO icon
29
Thermo Fisher Scientific
TMO
$220B
$19.3M 1.11%
173,558
-6,048
-3% -$601K
ORCL icon
30
Oracle
ORCL
$423B
$19.2M 1.1%
502,499
-10,306
-2% -$354K
USB icon
31
US Bancorp
USB
$99.6B
$18.8M 1.08%
466,111
-977
-0.2% -$37.5K
CB
32
DELISTED
CHUBB CORPORATION
CB
$18.1M 1.04%
187,617
+337
+0.2% +$31.4K
VZ icon
33
Verizon
VZ
$196B
$17.8M 1.02%
361,872
-52,389
-13% -$2.58M
IBM icon
34
IBM
IBM
$224B
$17.8M 1.02%
99,116
-5,464
-5% -$942K
MSI icon
35
Motorola Solutions
MSI
$77.4B
$17.2M 0.99%
255,409
-6,613
-3% -$422K
UPS icon
36
United Parcel Service
UPS
$88.9B
$17.2M 0.99%
163,902
+44
+0% +$4.33K
T icon
37
AT&T
T
$163B
$17.2M 0.99%
648,196
-82,843
-11% -$2.18M
OMC icon
38
Omnicom Group
OMC
$23.4B
$16.8M 0.96%
225,425
-3,820
-2% -$263K
AGN
39
DELISTED
Allergan plc
AGN
$16.6M 0.95%
98,820
-5,752
-6% -$899K
ABT icon
40
Abbott
ABT
$187B
$16.6M 0.95%
431,984
+2,476
+0.6% +$91.3K
COF icon
41
Capital One
COF
$134B
$16.3M 0.93%
212,676
-728
-0.3% -$51.9K
SLB icon
42
SLB Ltd
SLB
$75B
$16M 0.92%
177,477
+4,577
+3% +$413K
COST icon
43
Costco
COST
$420B
$15.8M 0.9%
132,503
-3,824
-3% -$457K
PFE icon
44
Pfizer
PFE
$153B
$15.1M 0.87%
520,684
+14,235
+3% +$414K
ITB icon
45
iShares US Home Construction ETF
ITB
$2.35B
$13.5M 0.77%
+542,336
New +$12.3M
DOV icon
46
Dover
DOV
$28.4B
$12.5M 0.71%
192,709
-5,459
-3% -$334K
GIS icon
47
General Mills
GIS
$19.7B
$12.2M 0.7%
245,375
-32,240
-12% -$1.61M
CSCO icon
48
Cisco
CSCO
$479B
$11.8M 0.67%
524,497
+49,886
+11% +$1.1M
OXY icon
49
Occidental Petroleum
OXY
$55.9B
$11.7M 0.67%
128,182
+2,072
+2% +$189K
PM icon
50
Philip Morris
PM
$295B
$11.2M 0.64%
128,690
-20,390
-14% -$1.78M
1
2
3 4 5

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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.