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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
PCG icon
526
PG&E
PCG
$37.5B
$47K ﹤0.01%
1,166
– –
NS
527
DELISTED
NuStar Energy L.P.
NS
$47K ﹤0.01%
925
– –
BPT
528
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$46K ﹤0.01%
575
-25
-4% -$2.01K
DVN icon
529
Devon Energy
DVN
$49.9B
$46K ﹤0.01%
750
-7,256
-91% -$445K
CCI icon
530
Crown Castle
CCI
$31.3B
$45K ﹤0.01%
608
– –
SPXC icon
531
SPX Corp
SPXC
$10.6B
$45K ﹤0.01%
1,787
– –
MYD
532
DELISTED
BlackRock MuniYield Fund
MYD
$44K ﹤0.01%
3,419
– –
VO icon
533
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$44K ﹤0.01%
1,600
– –
JNK icon
534
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$43K ﹤0.01%
357
-314
-47% -$38.1K
BBWI icon
535
Bath & Body Works
BBWI
$3.89B
$42K ﹤0.01%
835
– –
EIX icon
536
Edison International
EIX
$26.1B
$42K ﹤0.01%
900
– –
NFG icon
537
National Fuel Gas
NFG
$7.78B
$42K ﹤0.01%
588
+294
+100% +$20.4K
AB icon
538
AllianceBernstein
AB
$3.45B
$41K ﹤0.01%
1,925
– –
BR icon
539
Broadridge
BR
$19.8B
$41K ﹤0.01%
1,047
– –
TOL icon
540
Toll Brothers
TOL
$14B
$41K ﹤0.01%
1,100
+100
+10% +$3.32K
IONS icon
541
Ionis Pharmaceuticals
IONS
$9.46B
$40K ﹤0.01%
1,000
– –
NOK icon
542
Nokia
NOK
$51B
$40K ﹤0.01%
4,943
+250
+5% +$1.88K
NIO
543
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$40K ﹤0.01%
3,000
– –
EWA icon
544
iShares MSCI Australia ETF
EWA
$1.47B
$39K ﹤0.01%
1,600
– –
ZTS icon
545
Zoetis
ZTS
$30.9B
$39K ﹤0.01%
1,200
– –
DBB icon
546
Invesco DB Base Metals Fund
DBB
$318M
$38K ﹤0.01%
2,275
-200
-8% -$3.29K
ISRG icon
547
Intuitive Surgical
ISRG
$139B
$38K ﹤0.01%
900
– –
IWC icon
548
iShares Micro-Cap ETF
IWC
$1.49B
$38K ﹤0.01%
500
– –
SPG icon
549
Simon Property Group
SPG
$71.5B
$38K ﹤0.01%
264
+107
+68% +$15.4K
TR icon
550
Tootsie Roll Industries
TR
$2.97B
$38K ﹤0.01%
1,712
– –
20 21
22
23 24

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BAM
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ACI
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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.