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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
HBI
651
DELISTED
Hanesbrands
HBI
$12K ﹤0.01%
748
– –
HST icon
652
Host Hotels & Resorts
HST
$15.5B
$12K ﹤0.01%
698
– –
JOE icon
653
St. Joe Company
JOE
$3.77B
$12K ﹤0.01%
600
– –
UTF icon
654
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$12K ﹤0.01%
600
– –
VAC icon
655
Marriott Vacations Worldwide
VAC
$3.89B
$12K ﹤0.01%
276
– –
VGM icon
656
Invesco Trust Investment Grade Municipals
VGM
$564M
$12K ﹤0.01%
1,000
– –
IMMU
657
DELISTED
Immunomedics Inc
IMMU
$12K ﹤0.01%
2,000
– –
HTS
658
DELISTED
HATTERAS FINANCIAL CORP
HTS
$12K ﹤0.01%
650
+350
+117% +$7.04K
IWS icon
659
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$11K ﹤0.01%
180
– –
MLI icon
660
Mueller Industries
MLI
$15.2B
$11K ﹤0.01%
1,600
– –
XLU icon
661
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$11K ﹤0.01%
604
-74,170
-99% -$1.41M
SWC
662
DELISTED
Stillwater Mining Co
SWC
$11K ﹤0.01%
1,000
– –
CFN
663
DELISTED
CAREFUSION CORPORATION
CFN
$11K ﹤0.01%
300
– –
BGR icon
664
BlackRock Energy and Resources Trust
BGR
$422M
$10K ﹤0.01%
369
– –
SON icon
665
Sonoco
SON
$5.72B
$10K ﹤0.01%
+250
New +$9.5K
TNL icon
666
Travel + Leisure Co
TNL
$4.5B
$10K ﹤0.01%
+354
New +$9.69K
S
667
DELISTED
Sprint Corporation
S
$10K ﹤0.01%
+1,674
New +$11K
VVC
668
DELISTED
Vectren Corporation
VVC
$10K ﹤0.01%
+300
New +$10.3K
CTRX
669
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$10K ﹤0.01%
220
– –
AMT icon
670
American Tower
AMT
$78.8B
$9K ﹤0.01%
125
– –
BTZ icon
671
BlackRock Credit Allocation Income Trust
BTZ
$958M
$9K ﹤0.01%
670
– –
E icon
672
ENI
E
$79.4B
$9K ﹤0.01%
200
– –
GRMN
673
Garmin
GRMN
$60.4B
$9K ﹤0.01%
+200
New +$7.95K
HOUS
674
DELISTED
Anywhere Real Estate
HOUS
$9K ﹤0.01%
+200
New +$9.05K
JCE icon
675
Nuveen Core Equity Alpha Fund
JCE
$289M
$9K ﹤0.01%
+575
New +$9.04K
25 26
27
28 29

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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 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.