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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
AGNC icon
626
AGNC Investment
AGNC
$12.8B
$17K ﹤0.01%
900
– –
BFK
627
DELISTED
BlackRock Municipal Income Trust
BFK
$17K ﹤0.01%
1,332
– –
HOLX
628
DELISTED
Hologic
HOLX
$17K ﹤0.01%
750
– –
NEM icon
629
Newmont
NEM
$124B
$17K ﹤0.01%
725
-300
-29% -$7.71K
O icon
630
Realty Income
O
$58.6B
$17K ﹤0.01%
480
– –
VALE icon
631
Vale
VALE
$63.4B
$17K ﹤0.01%
1,110
-600
-35% -$9.33K
DBD
632
DELISTED
Diebold Nixdorf Incorporated
DBD
$17K ﹤0.01%
500
– –
AVP
633
DELISTED
Avon Products, Inc.
AVP
$17K ﹤0.01%
1,000
– –
GDV icon
634
Gabelli Dividend & Income Trust
GDV
$2.67B
$16K ﹤0.01%
+685
New +$13.6K
IWD icon
635
iShares Russell 1000 Value ETF
IWD
$84.2B
$16K ﹤0.01%
170
– –
BTU
636
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$16K ﹤0.01%
53
-35
-40% -$9.87K
AA icon
637
Alcoa
AA
$13.6B
$15K ﹤0.01%
591
-291
-33% -$6.45K
CHY
638
Calamos Convertible and High Income Fund
CHY
$1.07B
$15K ﹤0.01%
1,150
– –
VAC icon
639
Marriott Vacations Worldwide
VAC
$3.89B
$15K ﹤0.01%
276
– –
AEE icon
640
Ameren
AEE
$29.6B
$14K ﹤0.01%
400
– –
HST icon
641
Host Hotels & Resorts
HST
$15.5B
$14K ﹤0.01%
698
– –
MNKD icon
642
MannKind Corp
MNKD
$1.26B
$14K ﹤0.01%
521
– –
DRE
643
DELISTED
Duke Realty Corp.
DRE
$14K ﹤0.01%
940
– –
S
644
DELISTED
Sprint Corporation
S
$14K ﹤0.01%
1,347
-327
-20% -$2.46K
SLA
645
DELISTED
AMERICAN SELECT PTFL INC
SLA
$14K ﹤0.01%
1,500
-2,000
-57% -$19.2K
DEM icon
646
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$13K ﹤0.01%
261
– –
LNG icon
647
Cheniere Energy
LNG
$54.9B
$13K ﹤0.01%
300
+263
+711% +$10.5K
MLI icon
648
Mueller Industries
MLI
$15.2B
$13K ﹤0.01%
1,600
– –
XME icon
649
State Street SPDR S&P Metals & Mining ETF
XME
$4.55B
$13K ﹤0.01%
300
-200
-40% -$7.83K
CNP icon
650
CenterPoint Energy
CNP
$26.4B
$12K ﹤0.01%
500
– –
24 25
26
27 28

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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.