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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
IYC icon
576
iShares US Consumer Discretionary ETF
IYC
$1.23B
$28K ﹤0.01%
1,036
– –
FLR icon
577
Fluor
FLR
$7.3B
$27K ﹤0.01%
375
– –
LUV icon
578
Southwest Airlines
LUV
$22B
$27K ﹤0.01%
1,825
– –
VALE icon
579
Vale
VALE
$63.4B
$27K ﹤0.01%
1,710
– –
XYL icon
580
Xylem
XYL
$28.3B
$27K ﹤0.01%
972
-300
-24% -$8K
FGP
581
DELISTED
Ferrellgas Partners, L.P.
FGP
$27K ﹤0.01%
+1,229
New +$27.5K
STJ
582
DELISTED
St Jude Medical
STJ
$27K ﹤0.01%
500
– –
ITRI icon
583
Itron
ITRI
$4.49B
$26K ﹤0.01%
+600
New +$24.6K
CAM
584
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$26K ﹤0.01%
450
– –
AWR icon
585
American States Water
AWR
$3.43B
$25K ﹤0.01%
900
– –
VWO icon
586
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$25K ﹤0.01%
623
– –
NTC
587
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$25K ﹤0.01%
2,100
– –
HSP
588
DELISTED
HOSPIRA INC
HSP
$25K ﹤0.01%
630
– –
NYX
589
DELISTED
NYSE EURONEXT INC
NYX
$25K ﹤0.01%
600
– –
PBJ icon
590
Invesco Food & Beverage ETF
PBJ
$106M
$24K ﹤0.01%
929
– –
FTR
591
DELISTED
Frontier Communications Corp.
FTR
$24K ﹤0.01%
389
-658
-63% -$42.8K
ITT icon
592
ITT
ITT
$18.9B
$23K ﹤0.01%
636
– –
VNQ icon
593
Vanguard Real Estate ETF
VNQ
$38.6B
$23K ﹤0.01%
+347
New +$23.6K
BTU
594
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$23K ﹤0.01%
88
-761
-90% -$195K
AGG icon
595
iShares Core US Aggregate Bond ETF
AGG
$137B
$22K ﹤0.01%
205
+55
+37% +$5.86K
BMO icon
596
Bank of Montreal
BMO
$127B
$22K ﹤0.01%
330
+170
+106% +$10.7K
IYZ icon
597
iShares US Telecommunications ETF
IYZ
$1.22B
$22K ﹤0.01%
800
– –
KIM icon
598
Kimco Realty
KIM
$16.2B
$22K ﹤0.01%
+1,000
New +$21.3K
SPG icon
599
Simon Property Group
SPG
$71.5B
$22K ﹤0.01%
157
+21
+15% +$3.05K
WSM icon
600
Williams-Sonoma
WSM
$29.5B
$22K ﹤0.01%
+800
New +$23.2K
22 23
24
25 26

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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
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.