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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
GM.WS.B
701
DELISTED
General Motors Company
GM.WS.B
$7K ﹤0.01%
290
+11
+4% +$224
EPIQ
702
DELISTED
EPIQ SYSTEMS INC
EPIQ
$7K ﹤0.01%
425
– –
TE
703
DELISTED
TECO ENERGY INC
TE
$7K ﹤0.01%
435
– –
ACM icon
704
Aecom
ACM
$9.42B
$6K ﹤0.01%
200
– –
FIW icon
705
First Trust Water ETF
FIW
$1.94B
$6K ﹤0.01%
175
– –
GRX
706
Gabelli Healthcare & Wellness Trust
GRX
$147M
$6K ﹤0.01%
+259
New +$2.57K
HII icon
707
Huntington Ingalls Industries
HII
$13B
$6K ﹤0.01%
66
– –
HSIC icon
708
Henry Schein
HSIC
$9.82B
$6K ﹤0.01%
128
– –
JPC icon
709
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$6K ﹤0.01%
668
– –
NPO icon
710
Enpro
NPO
$7.04B
$6K ﹤0.01%
100
– –
NVO
711
Novo Nordisk
NVO
$211B
$6K ﹤0.01%
350
– –
PBR icon
712
Petrobras
PBR
$118B
$6K ﹤0.01%
425
– –
WBD icon
713
Warner Bros
WBD
$67.4B
$6K ﹤0.01%
127
– –
SBW
714
DELISTED
Western Asset Worldwide Income
SBW
$6K ﹤0.01%
500
-500
-50% -$6.13K
ARW icon
715
Arrow Electronics
ARW
$10.3B
$5K ﹤0.01%
100
– –
BTI icon
716
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
DSU icon
717
BlackRock Debt Strategies Fund
DSU
$601M
$5K ﹤0.01%
+455
New +$5.48K
EBND icon
718
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$5K ﹤0.01%
182
– –
FSLR icon
719
First Solar
FSLR
$25.7B
$5K ﹤0.01%
100
– –
GGB icon
720
Gerdau
GGB
$9.74B
$5K ﹤0.01%
756
– –
IDU icon
721
iShares US Utilities ETF
IDU
$1.35B
$5K ﹤0.01%
100
– –
IEI icon
722
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$5K ﹤0.01%
39
– –
KBR icon
723
KBR
KBR
$4.83B
$5K ﹤0.01%
150
– –
MOAT icon
724
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$5K ﹤0.01%
+180
New +$5K
PNW icon
725
Pinnacle West Capital
PNW
$12B
$5K ﹤0.01%
100
– –
27 28
29
30 31

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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.