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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
HPQ icon
501
HP
HPQ
$27.3B
$58K ﹤0.01%
6,128
+1,321
+27% +$14.6K
NI icon
502
NiSource
NI
$20B
$55K ﹤0.01%
4,545
– –
UGI icon
503
UGI
UGI
$7.29B
$55K ﹤0.01%
2,100
– –
EVT icon
504
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
$54K ﹤0.01%
3,000
– –
SDY icon
505
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$54K ﹤0.01%
785
+110
+16% +$7.59K
DKS icon
506
Dick's Sporting Goods
DKS
$19.2B
$53K ﹤0.01%
1,000
+500
+100% +$25.2K
BPT
507
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$52K ﹤0.01%
600
– –
PFF icon
508
iShares Preferred and Income Securities ETF
PFF
$13.2B
$52K ﹤0.01%
1,365
-1,252
-48% -$47.9K
TBT icon
509
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$310M
$52K ﹤0.01%
687
– –
DNKN
510
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$52K ﹤0.01%
1,159
+435
+60% +$19.1K
GAM
511
General American Investors Company
GAM
$1.62B
$51K ﹤0.01%
+2,000
New +$66.8K
DCOM icon
512
Dime Commercial Bancshares
DCOM
$1.77B
$48K ﹤0.01%
2,250
– –
IDA icon
513
Idacorp
IDA
$8.08B
$48K ﹤0.01%
1,000
– –
IJR icon
514
iShares Core S&P Small-Cap ETF
IJR
$112B
$48K ﹤0.01%
962
+402
+72% +$19.4K
PCG icon
515
PG&E
PCG
$37.5B
$48K ﹤0.01%
1,166
– –
CF icon
516
CF Industries
CF
$18.4B
$47K ﹤0.01%
1,125
– –
PWB icon
517
Invesco Large Cap Growth ETF
PWB
$2.39B
$47K ﹤0.01%
2,000
– –
HTO
518
H2O America
HTO
$2.56B
$47K ﹤0.01%
1,692
– –
TFI icon
519
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$47K ﹤0.01%
1,025
– –
VMC icon
520
Vulcan Materials
VMC
$37B
$47K ﹤0.01%
900
– –
ASH icon
521
Ashland
ASH
$3.45B
$46K ﹤0.01%
1,022
+204
+25% +$8.8K
MYD
522
DELISTED
BlackRock MuniYield Fund
MYD
$46K ﹤0.01%
3,419
– –
AZO icon
523
AutoZone
AZO
$50.1B
$45K ﹤0.01%
106
– –
ELV icon
524
Elevance Health
ELV
$86.2B
$45K ﹤0.01%
534
– –
IJJ icon
525
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$45K ﹤0.01%
840
– –
19 20
21
22 23

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IA
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SCC
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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
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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.