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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
STX icon
526
Seagate
STX
$182B
$45K ﹤0.01%
+1,030
New +$43.3K
HOT
527
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$45K ﹤0.01%
683
– –
CCI icon
528
Crown Castle
CCI
$31.3B
$44K ﹤0.01%
608
– –
CLDX icon
529
Celldex Therapeutics
CLDX
$3.37B
$44K ﹤0.01%
83
– –
KEY icon
530
KeyCorp
KEY
$24.3B
$44K ﹤0.01%
3,900
– –
BBWI icon
531
Bath & Body Works
BBWI
$3.89B
$41K ﹤0.01%
835
– –
DBB icon
532
Invesco DB Base Metals Fund
DBB
$318M
$41K ﹤0.01%
2,475
-1,200
-33% -$20K
EIX icon
533
Edison International
EIX
$26.1B
$41K ﹤0.01%
900
– –
VO icon
534
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$41K ﹤0.01%
1,600
– –
XLB icon
535
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$41K ﹤0.01%
1,960
-60,546
-97% -$1.24M
EWA icon
536
iShares MSCI Australia ETF
EWA
$1.47B
$40K ﹤0.01%
1,600
– –
RIG icon
537
Transocean
RIG
$6.33B
$39K ﹤0.01%
887
– –
NIO
538
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$39K ﹤0.01%
3,000
– –
AB icon
539
AllianceBernstein
AB
$3.45B
$38K ﹤0.01%
1,925
– –
AMZN icon
540
Amazon
AMZN
$3T
$38K ﹤0.01%
2,460
– –
IONS icon
541
Ionis Pharmaceuticals
IONS
$9.46B
$38K ﹤0.01%
1,000
+500
+100% +$14.9K
ISRG icon
542
Intuitive Surgical
ISRG
$139B
$38K ﹤0.01%
900
– –
SPXC icon
543
SPX Corp
SPXC
$10.6B
$38K ﹤0.01%
1,787
– –
PETM
544
DELISTED
PETSMART INC
PETM
$38K ﹤0.01%
500
– –
LULU icon
545
lululemon athletica
LULU
$14.5B
$37K ﹤0.01%
+500
New +$34.9K
VLY icon
546
Valley National Bancorp
VLY
$8.1B
$37K ﹤0.01%
3,764
+508
+16% +$5.13K
ZTS icon
547
Zoetis
ZTS
$30.9B
$37K ﹤0.01%
+1,200
New +$36.8K
NS
548
DELISTED
NuStar Energy L.P.
NS
$37K ﹤0.01%
925
– –
TR icon
549
Tootsie Roll Industries
TR
$2.97B
$36K ﹤0.01%
1,712
– –
PRTA icon
550
Prothena Corp
PRTA
$468M
$35K ﹤0.01%
1,754
– –
20 21
22
23 24

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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 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.