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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
HYD icon
476
VanEck High Yield Muni ETF
HYD
$4.4B
$77K ﹤0.01%
1,319
– –
IJT icon
477
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
$76K ﹤0.01%
1,400
– –
LMT icon
478
Lockheed Martin
LMT
$138B
$76K ﹤0.01%
596
– –
PCEF icon
479
Invesco CEF Income Composite ETF
PCEF
$817M
$76K ﹤0.01%
3,156
– –
PSB
480
DELISTED
PS Business Parks, Inc.
PSB
$76K ﹤0.01%
+3,800
New +$280K
PNC icon
481
PNC Financial Services
PNC
$101B
$75K ﹤0.01%
1,040
– –
SVC
482
Service Properties Trust
SVC
$1.06B
$74K ﹤0.01%
524
– –
IWN icon
483
iShares Russell 2000 Value ETF
IWN
$14.6B
$73K ﹤0.01%
800
– –
OEF icon
484
iShares S&P 100 ETF
OEF
$20.4B
$73K ﹤0.01%
972
– –
BPL
485
DELISTED
Buckeye Partners, L.P.
BPL
$72K ﹤0.01%
1,100
– –
EQT icon
486
EQT Corp
EQT
$34.1B
$71K ﹤0.01%
1,470
– –
NYT icon
487
New York Times
NYT
$10.3B
$70K ﹤0.01%
5,588
– –
ACG
488
DELISTED
AllianceBernstein Income Fund Inc
ACG
$70K ﹤0.01%
10,000
– –
EMB icon
489
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$69K ﹤0.01%
+630
New +$68.3K
NLY icon
490
Annaly Capital Management
NLY
$17.5B
$69K ﹤0.01%
1,496
-15,106
-91% -$711K
NE
491
DELISTED
Noble Corporation
NE
$69K ﹤0.01%
2,088
+687
+49% +$23.3K
WIN
492
DELISTED
Windstream Holdings Inc
WIN
$67K ﹤0.01%
1,067
+51
+5% +$3.29K
VLO icon
493
Valero Energy
VLO
$93B
$65K ﹤0.01%
1,900
+800
+73% +$28.3K
VNO icon
494
Vornado Realty Trust
VNO
$7.34B
$65K ﹤0.01%
1,059
-274
-21% -$17K
DBC icon
495
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$64K ﹤0.01%
2,475
-1,535
-38% -$40.1K
MBB icon
496
iShares MBS ETF
MBB
$39B
$64K ﹤0.01%
605
– –
APC
497
DELISTED
Anadarko Petroleum
APC
$63K ﹤0.01%
678
– –
APH icon
498
Amphenol
APH
$207B
$62K ﹤0.01%
6,400
– –
VHT icon
499
Vanguard Health Care ETF
VHT
$19B
$62K ﹤0.01%
663
– –
SCG
500
DELISTED
Scana
SCG
$60K ﹤0.01%
1,300
– –
18 19
20
21 22

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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 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.