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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
BTZ icon
676
BlackRock Credit Allocation Income Trust
BTZ
$958M
$9K ﹤0.01%
670
– –
FCG icon
677
First Trust Natural Gas ETF
FCG
$643M
$9K ﹤0.01%
+95
New +$9.26K
GRMN
678
Garmin
GRMN
$60.4B
$9K ﹤0.01%
200
– –
IYW icon
679
iShares US Technology ETF
IYW
$25.4B
$9K ﹤0.01%
400
– –
KKR icon
680
KKR & Co
KKR
$93.4B
$9K ﹤0.01%
350
+175
+100% +$4.03K
VSH icon
681
Vishay Intertechnology
VSH
$5.17B
$9K ﹤0.01%
700
– –
IMMU
682
DELISTED
Immunomedics Inc
IMMU
$9K ﹤0.01%
2,000
– –
GM.WS.A
683
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$9K ﹤0.01%
290
+11
+4% +$310
CAG icon
684
Conagra Brands
CAG
$7.04B
$8K ﹤0.01%
321
– –
GLP icon
685
Global Partners
GLP
$1.67B
$8K ﹤0.01%
240
– –
NTAP icon
686
NetApp
NTAP
$39.6B
$8K ﹤0.01%
200
– –
PHO icon
687
Invesco Water Resources ETF
PHO
$2.09B
$8K ﹤0.01%
300
– –
PSK icon
688
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$8K ﹤0.01%
200
– –
TM icon
689
Toyota
TM
$223B
$8K ﹤0.01%
65
– –
VDC icon
690
Vanguard Consumer Staples ETF
VDC
$7.92B
$8K ﹤0.01%
75
– –
VTR icon
691
Ventas
VTR
$47B
$8K ﹤0.01%
128
– –
NBL
692
DELISTED
Noble Energy, Inc.
NBL
$8K ﹤0.01%
+120
New +$8.5K
FWLT
693
DELISTED
FOSTER WHEELER AG (SWITZERLAND)
FWLT
$8K ﹤0.01%
250
– –
ARMH
694
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$8K ﹤0.01%
150
– –
CX icon
695
Cemex
CX
$16.4B
$7K ﹤0.01%
730
– –
EXPD icon
696
Expeditors International
EXPD
$23.3B
$7K ﹤0.01%
150
– –
HOV icon
697
Hovnanian Enterprises
HOV
$772M
$7K ﹤0.01%
40
– –
HYG icon
698
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7K ﹤0.01%
75
– –
MAS icon
699
Masco
MAS
$14.8B
$7K ﹤0.01%
341
– –
MFC icon
700
Manulife Financial
MFC
$73.3B
$7K ﹤0.01%
354
-118
-25% -$2.16K
26 27
28
29 30

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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.