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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
GM.WS.A
701
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$7K ﹤0.01%
+279
New +$7.36K
TE
702
DELISTED
TECO ENERGY INC
TE
$7K ﹤0.01%
435
– –
FWLT
703
DELISTED
FOSTER WHEELER AG (SWITZERLAND)
FWLT
$7K ﹤0.01%
+250
New +$5.85K
ARMH
704
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$7K ﹤0.01%
150
– –
ACM icon
705
Aecom
ACM
$9.84B
$6K ﹤0.01%
200
– –
EBND icon
706
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$6K ﹤0.01%
182
– –
FIW icon
707
First Trust Water ETF
FIW
$1.94B
$6K ﹤0.01%
175
– –
JPC icon
708
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
$6K ﹤0.01%
668
– –
MAS icon
709
Masco
MAS
$14.8B
$6K ﹤0.01%
341
– –
NPO icon
710
Enpro
NPO
$6.97B
$6K ﹤0.01%
100
– –
NVO
711
Novo Nordisk
NVO
$209B
$6K ﹤0.01%
350
– –
EPIQ
712
DELISTED
EPIQ SYSTEMS INC
EPIQ
$6K ﹤0.01%
425
– –
ARK
713
DELISTED
BLACKROCK SR HIGH INCM FD INC
ARK
$6K ﹤0.01%
1,400
– –
ARW icon
714
Arrow Electronics
ARW
$10.4B
$5K ﹤0.01%
100
– –
BTI icon
715
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
CET
716
Central Securities Corp
CET
$1.65B
$5K ﹤0.01%
200
– –
HOV icon
717
Hovnanian Enterprises
HOV
$769M
$5K ﹤0.01%
40
– –
HSIC icon
718
Henry Schein
HSIC
$9.82B
$5K ﹤0.01%
128
– –
IDU icon
719
iShares US Utilities ETF
IDU
$1.35B
$5K ﹤0.01%
100
– –
IEI icon
720
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$5K ﹤0.01%
39
– –
KBR icon
721
KBR
KBR
$4.84B
$5K ﹤0.01%
150
– –
PNW icon
722
Pinnacle West Capital
PNW
$12B
$5K ﹤0.01%
100
– –
WBD icon
723
Warner Bros
WBD
$67.8B
$5K ﹤0.01%
127
– –
GM.WS.B
724
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
+279
New +$5.22K
LINE
725
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
$5K ﹤0.01%
200
-14,995
-99% -$388K
27 28
29
30 31

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ACI
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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.