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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
VNQ icon
601
Vanguard Real Estate ETF
VNQ
$38.6B
$22K ﹤0.01%
347
– –
DDD icon
602
3D Systems Corp
DDD
$611M
$21K ﹤0.01%
225
– –
EQNR icon
603
Equinor
EQNR
$97.4B
$21K ﹤0.01%
862
– –
ETR icon
604
Entergy
ETR
$49.3B
$21K ﹤0.01%
660
– –
FXG icon
605
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$21K ﹤0.01%
600
– –
GGME icon
606
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$21K ﹤0.01%
800
– –
IDXX icon
607
Idexx Laboratories
IDXX
$46.9B
$21K ﹤0.01%
400
– –
IVZ icon
608
Invesco
IVZ
$14B
$21K ﹤0.01%
575
– –
KIM icon
609
Kimco Realty
KIM
$16.2B
$21K ﹤0.01%
1,000
– –
EWC icon
610
iShares MSCI Canada ETF
EWC
$6.48B
$20K ﹤0.01%
700
– –
LUMN icon
611
Lumen
LUMN
$6.85B
$20K ﹤0.01%
629
-11,427
-95% -$365K
NNBR icon
612
NN Inc
NNBR
$300M
$20K ﹤0.01%
1,000
– –
UBNK
613
DELISTED
United Financial Bancorp, Inc.
UBNK
$20K ﹤0.01%
1,402
– –
UTX.PRA
614
DELISTED
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
$20K ﹤0.01%
300
– –
DTV
615
DELISTED
DIRECTV COM STK (DE)
DTV
$20K ﹤0.01%
289
– –
EXI icon
616
iShares Global Industrials ETF
EXI
$1.47B
$19K ﹤0.01%
270
– –
GEN icon
617
Gen Digital
GEN
$17.5B
$19K ﹤0.01%
800
– –
IEZ icon
618
iShares US Oil Equipment & Services ETF
IEZ
$383M
$19K ﹤0.01%
295
– –
MUR icon
619
Murphy Oil
MUR
$5.09B
$19K ﹤0.01%
288
-3,572
-93% -$224K
SPH icon
620
Suburban Propane Partners
SPH
$1.17B
$19K ﹤0.01%
400
– –
UAA icon
621
Under Armour
UAA
$2.5B
$19K ﹤0.01%
868
– –
APU
622
DELISTED
AmeriGas Partners, L.P.
APU
$19K ﹤0.01%
+425
New +$18.5K
CRVP
623
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$19K ﹤0.01%
20,000
– –
WEC icon
624
WEC Energy
WEC
$34.6B
$18K ﹤0.01%
430
– –
ATVI
625
DELISTED
Activision Blizzard
ATVI
$18K ﹤0.01%
1,000
– –
23 24
25
26 27

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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 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.