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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
SNY icon
551
Sanofi
SNY
$104B
$35K ﹤0.01%
690
– –
DRI icon
552
Darden Restaurants
DRI
$24.9B
$34K ﹤0.01%
828
-5,450
-87% -$237K
IGOV icon
553
iShares International Treasury Bond ETF
IGOV
$1.53B
$34K ﹤0.01%
+672
New +$33.1K
IWC icon
554
iShares Micro-Cap ETF
IWC
$1.49B
$34K ﹤0.01%
500
– –
SLA
555
DELISTED
AMERICAN SELECT PTFL INC
SLA
$34K ﹤0.01%
3,500
– –
BR icon
556
Broadridge
BR
$19.8B
$33K ﹤0.01%
1,047
– –
HQH
557
abrdn Healthcare Investors
HQH
$1.33B
$33K ﹤0.01%
1,425
– –
LLL
558
DELISTED
L3 Technologies, Inc.
LLL
$33K ﹤0.01%
350
– –
HIG icon
559
Hartford Financial Services
HIG
$38.7B
$32K ﹤0.01%
1,033
-1,000
-49% -$31.2K
INTU icon
560
Intuit
INTU
$91.5B
$32K ﹤0.01%
490
– –
JWN
561
DELISTED
Nordstrom
JWN
$32K ﹤0.01%
575
– –
TOL icon
562
Toll Brothers
TOL
$14B
$32K ﹤0.01%
+1,000
New +$32.3K
ABB
563
DELISTED
ABB Ltd
ABB
$32K ﹤0.01%
1,350
– –
VIAB
564
DELISTED
Viacom Inc. Class B
VIAB
$32K ﹤0.01%
387
– –
CTWS
565
DELISTED
Connecticut Water Service Inc
CTWS
$32K ﹤0.01%
985
– –
ADT
566
DELISTED
ADT Corp
ADT
$32K ﹤0.01%
792
– –
BKN
567
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$31K ﹤0.01%
2,289
– –
DINO icon
568
HF Sinclair
DINO
$15.2B
$31K ﹤0.01%
725
-100
-12% -$4.34K
NOK icon
569
Nokia
NOK
$51B
$31K ﹤0.01%
4,693
– –
UL icon
570
Unilever
UL
$135B
$31K ﹤0.01%
711
– –
HOG icon
571
Harley-Davidson
HOG
$2.72B
$30K ﹤0.01%
471
– –
COL
572
DELISTED
Rockwell Collins
COL
$30K ﹤0.01%
448
– –
NEM icon
573
Newmont
NEM
$124B
$29K ﹤0.01%
1,025
+385
+60% +$11.4K
SRE icon
574
Sempra
SRE
$55.1B
$29K ﹤0.01%
666
– –
BALL icon
575
Ball Corp
BALL
$16.6B
$28K ﹤0.01%
1,250
– –
21 22
23
24 25

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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 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.