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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
HQH
576
abrdn Healthcare Investors
HQH
$1.33B
$31K ﹤0.01%
1,170
-255
-18% -$6.25K
IYC icon
577
iShares US Consumer Discretionary ETF
IYC
$1.23B
$31K ﹤0.01%
1,036
– –
STJ
578
DELISTED
St Jude Medical
STJ
$31K ﹤0.01%
500
– –
CLDX icon
579
Celldex Therapeutics
CLDX
$3.37B
$30K ﹤0.01%
83
– –
FLR icon
580
Fluor
FLR
$7.3B
$30K ﹤0.01%
375
– –
SRE icon
581
Sempra
SRE
$55.1B
$30K ﹤0.01%
666
– –
X
582
DELISTED
US Steel
X
$30K ﹤0.01%
1,000
– –
HPQ icon
583
HP
HPQ
$27.3B
$28K ﹤0.01%
2,165
-3,963
-65% -$45.5K
ITT icon
584
ITT
ITT
$18.9B
$28K ﹤0.01%
636
– –
RIG icon
585
Transocean
RIG
$6.33B
$28K ﹤0.01%
560
-327
-37% -$16K
FGP
586
DELISTED
Ferrellgas Partners, L.P.
FGP
$28K ﹤0.01%
1,229
– –
CAM
587
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$27K ﹤0.01%
450
– –
FTR
588
DELISTED
Frontier Communications Corp.
FTR
$27K ﹤0.01%
389
– –
AWR icon
589
American States Water
AWR
$3.43B
$26K ﹤0.01%
900
– –
HSP
590
DELISTED
HOSPIRA INC
HSP
$26K ﹤0.01%
630
– –
ALE
591
DELISTED
Allete
ALE
$25K ﹤0.01%
498
+66
+15% +$3.27K
IGOV icon
592
iShares International Treasury Bond ETF
IGOV
$1.53B
$25K ﹤0.01%
500
-172
-26% -$8.68K
ADBE icon
593
Adobe
ADBE
$109B
$24K ﹤0.01%
400
– –
IYZ icon
594
iShares US Telecommunications ETF
IYZ
$1.22B
$24K ﹤0.01%
800
– –
PBJ icon
595
Invesco Food & Beverage ETF
PBJ
$106M
$24K ﹤0.01%
929
– –
NTC
596
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$24K ﹤0.01%
2,100
– –
XLS
597
DELISTED
EXELIS INC COM STK
XLS
$24K ﹤0.01%
1,362
– –
SVVC
598
DELISTED
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
$23K ﹤0.01%
+1,000
New +$23.3K
AGG icon
599
iShares Core US Aggregate Bond ETF
AGG
$137B
$22K ﹤0.01%
205
– –
BMO icon
600
Bank of Montreal
BMO
$127B
$22K ﹤0.01%
330
– –
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
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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.