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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
INTU icon
551
Intuit
INTU
$91.5B
$37K ﹤0.01%
490
– –
SNY icon
552
Sanofi
SNY
$104B
$37K ﹤0.01%
690
– –
LLL
553
DELISTED
L3 Technologies, Inc.
LLL
$37K ﹤0.01%
350
– –
DINO icon
554
HF Sinclair
DINO
$15.2B
$36K ﹤0.01%
725
– –
JWN
555
DELISTED
Nordstrom
JWN
$36K ﹤0.01%
575
– –
KEY icon
556
KeyCorp
KEY
$24.3B
$36K ﹤0.01%
2,700
-1,200
-31% -$15.2K
VMC icon
557
Vulcan Materials
VMC
$37B
$36K ﹤0.01%
600
-300
-33% -$16.6K
VTI icon
558
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$36K ﹤0.01%
+376
New +$34.6K
ABB
559
DELISTED
ABB Ltd
ABB
$36K ﹤0.01%
1,350
– –
PETM
560
DELISTED
PETSMART INC
PETM
$36K ﹤0.01%
500
– –
TFI icon
561
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$35K ﹤0.01%
775
-250
-24% -$11.4K
CTWS
562
DELISTED
Connecticut Water Service Inc
CTWS
$35K ﹤0.01%
985
– –
SNDK
563
DELISTED
SANDISK CORP
SNDK
$35K ﹤0.01%
500
-4,722
-90% -$318K
LUV icon
564
Southwest Airlines
LUV
$22B
$34K ﹤0.01%
1,825
– –
XYL icon
565
Xylem
XYL
$28.3B
$34K ﹤0.01%
972
– –
VIAB
566
DELISTED
Viacom Inc. Class B
VIAB
$34K ﹤0.01%
387
– –
BKN
567
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$33K ﹤0.01%
2,289
– –
HOG icon
568
Harley-Davidson
HOG
$2.72B
$33K ﹤0.01%
471
– –
RGT
569
Royce Global Value Trust
RGT
$102M
$33K ﹤0.01%
+3,725
New +$32.3K
UL icon
570
Unilever
UL
$135B
$33K ﹤0.01%
711
– –
VWO icon
571
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$33K ﹤0.01%
811
+188
+30% +$7.75K
YPF icon
572
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$33K ﹤0.01%
1,000
– –
COL
573
DELISTED
Rockwell Collins
COL
$33K ﹤0.01%
448
– –
BALL icon
574
Ball Corp
BALL
$16.6B
$32K ﹤0.01%
1,250
– –
ADT
575
DELISTED
ADT Corp
ADT
$32K ﹤0.01%
792
– –
21 22
23
24 25

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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.