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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
CRM icon
476
Salesforce
CRM
$162B
$82K ﹤0.01%
1,480
+1,180
+393% +$63.1K
IEF icon
477
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$81K ﹤0.01%
821
– –
PNC icon
478
PNC Financial Services
PNC
$101B
$81K ﹤0.01%
1,040
– –
IWN icon
479
iShares Russell 2000 Value ETF
IWN
$14.6B
$80K ﹤0.01%
800
– –
OEF icon
480
iShares S&P 100 ETF
OEF
$20.5B
$80K ﹤0.01%
972
– –
SCG
481
DELISTED
Scana
SCG
$80K ﹤0.01%
1,700
+400
+31% +$18.7K
BPL
482
DELISTED
Buckeye Partners, L.P.
BPL
$78K ﹤0.01%
1,100
– –
PCEF icon
483
Invesco CEF Income Composite ETF
PCEF
$817M
$77K ﹤0.01%
3,156
– –
PSA icon
484
Public Storage
PSA
$60.6B
$76K ﹤0.01%
1,134
– –
HYD icon
485
VanEck High Yield Muni ETF
HYD
$4.41B
$75K ﹤0.01%
1,319
– –
EQT icon
486
EQT Corp
EQT
$33.7B
$72K ﹤0.01%
1,470
– –
APH icon
487
Amphenol
APH
$212B
$71K ﹤0.01%
6,400
– –
ACG
488
DELISTED
AllianceBernstein Income Fund Inc
ACG
$71K ﹤0.01%
10,000
– –
DKS icon
489
Dick's Sporting Goods
DKS
$18.5B
$70K ﹤0.01%
1,200
+200
+20% +$10.9K
SVC
490
Service Properties Trust
SVC
$1.05B
$70K ﹤0.01%
524
– –
APC
491
DELISTED
Anadarko Petroleum
APC
$70K ﹤0.01%
878
+200
+29% +$17.9K
VNO icon
492
Vornado Realty Trust
VNO
$7.25B
$69K ﹤0.01%
1,059
– –
EMB icon
493
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$68K ﹤0.01%
630
– –
VHT icon
494
Vanguard Health Care ETF
VHT
$19B
$67K ﹤0.01%
663
– –
NE
495
DELISTED
Noble Corporation
NE
$65K ﹤0.01%
1,973
-115
-6% -$3.82K
TYC
496
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$65K ﹤0.01%
1,516
-668
-31% -$26K
EWZ icon
497
iShares MSCI Brazil ETF
EWZ
$8.79B
$63K ﹤0.01%
1,400
-350
-20% -$16.6K
HAIN icon
498
Hain Celestial
HAIN
$52.9M
$63K ﹤0.01%
1,380
+1,080
+360% +$44.7K
MBB icon
499
iShares MBS ETF
MBB
$39B
$63K ﹤0.01%
605
– –
BRCM
500
DELISTED
BROADCOM CORP CL-A
BRCM
$63K ﹤0.01%
2,124
-1,300
-38% -$35.4K
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 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.