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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
FE icon
651
FirstEnergy
FE
$27.1B
$12K ﹤0.01%
360
-7,359
-95% -$259K
IWS icon
652
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$12K ﹤0.01%
180
– –
THRM icon
653
Gentherm
THRM
$1.27B
$12K ﹤0.01%
+440
New +$10.1K
UTF icon
654
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$12K ﹤0.01%
600
– –
VGM icon
655
Invesco Trust Investment Grade Municipals
VGM
$564M
$12K ﹤0.01%
1,000
– –
SWC
656
DELISTED
Stillwater Mining Co
SWC
$12K ﹤0.01%
1,000
– –
CFN
657
DELISTED
CAREFUSION CORPORATION
CFN
$12K ﹤0.01%
300
– –
UTHR icon
658
United Therapeutics
UTHR
$22.7B
$11K ﹤0.01%
100
– –
VVC
659
DELISTED
Vectren Corporation
VVC
$11K ﹤0.01%
300
– –
HTS
660
DELISTED
HATTERAS FINANCIAL CORP
HTS
$11K ﹤0.01%
650
– –
CY
661
DELISTED
Cypress Semiconductor
CY
$11K ﹤0.01%
1,000
– –
AMT icon
662
American Tower
AMT
$78.8B
$10K ﹤0.01%
125
– –
DFJ icon
663
WisdomTree Japan SmallCap Dividend Fund
DFJ
$396M
$10K ﹤0.01%
+191
New +$9.7K
E icon
664
ENI
E
$79.4B
$10K ﹤0.01%
200
– –
JCE icon
665
Nuveen Core Equity Alpha Fund
JCE
$289M
$10K ﹤0.01%
575
– –
PXE icon
666
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$10K ﹤0.01%
300
– –
SON icon
667
Sonoco
SON
$5.72B
$10K ﹤0.01%
250
– –
STON
668
DELISTED
StoneMor Inc.
STON
$10K ﹤0.01%
400
– –
MNK
669
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$10K ﹤0.01%
188
– –
JMF
670
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$10K ﹤0.01%
500
– –
GXP
671
DELISTED
Great Plains Energy Incorporated
GXP
$10K ﹤0.01%
400
– –
POT
672
DELISTED
Potash Corp Of Saskatchewan
POT
$10K ﹤0.01%
300
– –
CTRX
673
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$10K ﹤0.01%
220
– –
BGR icon
674
BlackRock Energy and Resources Trust
BGR
$422M
$9K ﹤0.01%
369
– –
BND icon
675
Vanguard Total Bond Market
BND
$161B
$9K ﹤0.01%
+117
New +$9.45K
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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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.