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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
ADBE icon
601
Adobe
ADBE
$109B
$21K ﹤0.01%
400
– –
ALE
602
DELISTED
Allete
ALE
$21K ﹤0.01%
432
– –
ETR icon
603
Entergy
ETR
$49.3B
$21K ﹤0.01%
660
– –
X
604
DELISTED
US Steel
X
$21K ﹤0.01%
1,000
– –
AVP
605
DELISTED
Avon Products, Inc.
AVP
$21K ﹤0.01%
1,000
– –
AGNC icon
606
AGNC Investment
AGNC
$12.8B
$20K ﹤0.01%
900
– –
EQNR icon
607
Equinor
EQNR
$97.4B
$20K ﹤0.01%
+862
New +$18.9K
EWC icon
608
iShares MSCI Canada ETF
EWC
$6.48B
$20K ﹤0.01%
700
-214
-23% -$5.93K
FXG icon
609
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$20K ﹤0.01%
600
– –
GEN icon
610
Gen Digital
GEN
$17.5B
$20K ﹤0.01%
800
– –
IDXX icon
611
Idexx Laboratories
IDXX
$46.9B
$20K ﹤0.01%
400
-4,406
-92% -$212K
NFG icon
612
National Fuel Gas
NFG
$7.78B
$20K ﹤0.01%
294
– –
PNR icon
613
Pentair
PNR
$10.7B
$20K ﹤0.01%
+469
New +$19.5K
YPF icon
614
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$20K ﹤0.01%
1,000
– –
XLS
615
DELISTED
EXELIS INC COM STK
XLS
$20K ﹤0.01%
1,362
– –
BUD icon
616
AB InBev
BUD
$164B
$19K ﹤0.01%
+200
New +$19K
GGME icon
617
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$19K ﹤0.01%
800
– –
SPH icon
618
Suburban Propane Partners
SPH
$1.17B
$19K ﹤0.01%
400
-32
-7% -$1.5K
UTX.PRA
619
DELISTED
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
$19K ﹤0.01%
300
-550
-65% -$35K
EXI icon
620
iShares Global Industrials ETF
EXI
$1.47B
$18K ﹤0.01%
270
– –
IEZ icon
621
iShares US Oil Equipment & Services ETF
IEZ
$383M
$18K ﹤0.01%
295
– –
IVZ icon
622
Invesco
IVZ
$14B
$18K ﹤0.01%
575
– –
O icon
623
Realty Income
O
$58.6B
$18K ﹤0.01%
480
– –
XME icon
624
State Street SPDR S&P Metals & Mining ETF
XME
$4.55B
$18K ﹤0.01%
500
– –
UBNK
625
DELISTED
United Financial Bancorp, Inc.
UBNK
$18K ﹤0.01%
1,402
– –
23 24
25
26 27

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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.