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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
CRVP
626
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$18K ﹤0.01%
20,000
– –
AA icon
627
Alcoa
AA
$13.6B
$17K ﹤0.01%
882
-4,027
-82% -$77.9K
BFK
628
DELISTED
BlackRock Municipal Income Trust
BFK
$17K ﹤0.01%
1,332
– –
TLT icon
629
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
$17K ﹤0.01%
+164
New +$17.4K
UAA icon
630
Under Armour
UAA
$2.5B
$17K ﹤0.01%
868
+540
+165% +$9.52K
WEC icon
631
WEC Energy
WEC
$34.6B
$17K ﹤0.01%
430
– –
DTV
632
DELISTED
DIRECTV COM STK (DE)
DTV
$17K ﹤0.01%
289
– –
ATVI
633
DELISTED
Activision Blizzard
ATVI
$17K ﹤0.01%
1,000
– –
CRM icon
634
Salesforce
CRM
$162B
$16K ﹤0.01%
300
– –
NNBR icon
635
NN Inc
NNBR
$300M
$16K ﹤0.01%
1,000
– –
DCA
636
DELISTED
Virtus Total Return Fund
DCA
$16K ﹤0.01%
+4,000
New +$15.6K
HOLX
637
DELISTED
Hologic
HOLX
$15K ﹤0.01%
750
– –
IWD icon
638
iShares Russell 1000 Value ETF
IWD
$84.2B
$15K ﹤0.01%
170
-135
-44% -$11.7K
MNKD icon
639
MannKind Corp
MNKD
$1.26B
$15K ﹤0.01%
521
– –
DBD
640
DELISTED
Diebold Nixdorf Incorporated
DBD
$15K ﹤0.01%
500
– –
DRE
641
DELISTED
Duke Realty Corp.
DRE
$15K ﹤0.01%
940
– –
AEE icon
642
Ameren
AEE
$29.6B
$14K ﹤0.01%
400
– –
CHY
643
Calamos Convertible and High Income Fund
CHY
$1.07B
$14K ﹤0.01%
1,150
– –
BBY icon
644
Best Buy
BBY
$17.4B
$13K ﹤0.01%
+450
New +$14.9K
DEM icon
645
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$13K ﹤0.01%
261
– –
SBW
646
DELISTED
Western Asset Worldwide Income
SBW
$13K ﹤0.01%
1,000
– –
CNP icon
647
CenterPoint Energy
CNP
$26.4B
$12K ﹤0.01%
500
– –
DDD icon
648
3D Systems Corp
DDD
$611M
$12K ﹤0.01%
225
– –
GM icon
649
General Motors
GM
$77.2B
$12K ﹤0.01%
328
-500
-60% -$17.9K
HAIN icon
650
Hain Celestial
HAIN
$53.4M
$12K ﹤0.01%
+300
New +$11.3K
24 25
26
27 28

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.