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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
IDA icon
501
Idacorp
IDA
$8.08B
$62K ﹤0.01%
1,200
+200
+20% +$10.2K
ALLE icon
502
Allegion
ALLE
$14.1B
$61K ﹤0.01%
+1,381
New +$59.8K
SPIL
503
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
$60K ﹤0.01%
10,060
-8,450
-46% -$49.7K
CIEN icon
504
Ciena
CIEN
$54.9B
$59K ﹤0.01%
2,450
-1,700
-41% -$40.5K
NI icon
505
NiSource
NI
$20B
$59K ﹤0.01%
4,545
– –
STX icon
506
Seagate
STX
$182B
$58K ﹤0.01%
1,030
– –
UGI icon
507
UGI
UGI
$7.29B
$58K ﹤0.01%
2,100
– –
EVT icon
508
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
$57K ﹤0.01%
3,000
– –
SDY icon
509
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$57K ﹤0.01%
785
– –
WIN
510
DELISTED
Windstream Holdings Inc
WIN
$57K ﹤0.01%
907
-160
-15% -$10.4K
VBR icon
511
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$56K ﹤0.01%
577
-1,000
-63% -$94.3K
AMZN icon
512
Amazon
AMZN
$3T
$54K ﹤0.01%
2,700
+240
+10% +$4.32K
TBT icon
513
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$310M
$54K ﹤0.01%
687
– –
HOT
514
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$54K ﹤0.01%
683
– –
DBC icon
515
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$53K ﹤0.01%
2,075
-400
-16% -$10.3K
CF icon
516
CF Industries
CF
$18.4B
$52K ﹤0.01%
1,125
– –
IJR icon
517
iShares Core S&P Small-Cap ETF
IJR
$112B
$52K ﹤0.01%
962
– –
PWB icon
518
Invesco Large Cap Growth ETF
PWB
$2.39B
$52K ﹤0.01%
2,000
– –
AZO icon
519
AutoZone
AZO
$50.1B
$51K ﹤0.01%
106
– –
NLY icon
520
Annaly Capital Management
NLY
$17.3B
$51K ﹤0.01%
1,275
-221
-15% -$9.59K
PFF icon
521
iShares Preferred and Income Securities ETF
PFF
$13.2B
$50K ﹤0.01%
1,365
– –
HTO
522
H2O America
HTO
$2.56B
$50K ﹤0.01%
1,692
– –
ELV icon
523
Elevance Health
ELV
$86.2B
$49K ﹤0.01%
534
– –
IJJ icon
524
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$49K ﹤0.01%
840
– –
HLF icon
525
Herbalife
HLF
$1.21B
$47K ﹤0.01%
+1,200
New +$41.6K
19 20
21
22 23

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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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.