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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
NTAP icon
676
NetApp
NTAP
$39B
$9K ﹤0.01%
200
– –
PXE icon
677
Invesco Energy Exploration & Production ETF
PXE
$84.2M
$9K ﹤0.01%
300
– –
VSH icon
678
Vishay Intertechnology
VSH
$5.08B
$9K ﹤0.01%
700
– –
VTR icon
679
Ventas
VTR
$47.2B
$9K ﹤0.01%
128
– –
STON
680
DELISTED
StoneMor Inc.
STON
$9K ﹤0.01%
400
– –
JMF
681
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$9K ﹤0.01%
+500
New +$9.86K
GXP
682
DELISTED
Great Plains Energy Incorporated
GXP
$9K ﹤0.01%
400
– –
POT
683
DELISTED
Potash Corp Of Saskatchewan
POT
$9K ﹤0.01%
300
– –
HSH
684
DELISTED
HILLSHIRE BRANDS CO
HSH
$9K ﹤0.01%
300
– –
CY
685
DELISTED
Cypress Semiconductor
CY
$9K ﹤0.01%
1,000
– –
CAG icon
686
Conagra Brands
CAG
$7.07B
$8K ﹤0.01%
321
– –
GLP icon
687
Global Partners
GLP
$1.7B
$8K ﹤0.01%
240
– –
IYW icon
688
iShares US Technology ETF
IYW
$25.3B
$8K ﹤0.01%
400
– –
MFC icon
689
Manulife Financial
MFC
$73.3B
$8K ﹤0.01%
472
– –
PSK icon
690
State Street SPDR ICE Preferred Securities ETF
PSK
$682M
$8K ﹤0.01%
200
-2,076
-91% -$87.2K
TM icon
691
Toyota
TM
$223B
$8K ﹤0.01%
65
– –
UTHR icon
692
United Therapeutics
UTHR
$22.7B
$8K ﹤0.01%
+100
New +$7.31K
VDC icon
693
Vanguard Consumer Staples ETF
VDC
$7.94B
$8K ﹤0.01%
75
– –
MNK
694
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$8K ﹤0.01%
+188
New +$8.25K
TAI
695
DELISTED
TRANSAMERICA INCOME SHS INC
TAI
$8K ﹤0.01%
400
– –
CX icon
696
Cemex
CX
$16.3B
$7K ﹤0.01%
730
– –
EXPD icon
697
Expeditors International
EXPD
$23.3B
$7K ﹤0.01%
150
-12,650
-99% -$525K
HYG icon
698
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7K ﹤0.01%
75
– –
PBR icon
699
Petrobras
PBR
$118B
$7K ﹤0.01%
425
-235
-36% -$3.35K
PHO icon
700
Invesco Water Resources ETF
PHO
$2.09B
$7K ﹤0.01%
300
– –
26 27
28
29 30

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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.