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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
PEP icon
51
PepsiCo
PEP
$190B
$10.3M 0.65%
129,854
+9,519
+8% +$782K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.13T
$9.12M 0.58%
80,342
+2,554
+3% +$295K
NEE icon
53
NextEra Energy
NEE
$177B
$9.03M 0.57%
450,832
-164,656
-27% -$3.4M
AMGN icon
54
Amgen
AMGN
$222B
$8.93M 0.57%
79,760
+16,530
+26% +$1.79M
UNH icon
55
UnitedHealth
UNH
$370B
$8.35M 0.53%
116,581
-1,321
-1% -$94.5K
KO icon
56
Coca-Cola
KO
$375B
$8.26M 0.52%
218,097
+4,602
+2% +$182K
DE icon
57
Deere & Co
DE
$168B
$8.04M 0.51%
98,740
-69,214
-41% -$5.76M
BMY icon
58
Bristol-Myers Squibb
BMY
$132B
$7.92M 0.5%
171,153
+146
+0.1% +$6.41K
TIP icon
59
iShares TIPS Bond ETF
TIP
$14.7B
$7.86M 0.5%
69,817
-2,375
-3% -$265K
PSX icon
60
Phillips 66
PSX
$81.4B
$7.55M 0.48%
130,573
+2,657
+2% +$154K
AGN
61
DELISTED
Allergan Inc
AGN
$7.43M 0.47%
82,121
-55,626
-40% -$4.99M
EBAY icon
62
eBay
EBAY
$49.8B
$7.34M 0.47%
312,565
-20,424
-6% -$458K
BRK.A icon
63
Berkshire Hathaway Class A
BRK.A
$1.12T
$7.16M 0.45%
42
– –
ADP icon
64
Automatic Data Processing
ADP
$108B
$6.98M 0.44%
109,884
+2,640
+2% +$168K
EMR icon
65
Emerson Electric
EMR
$88.3B
$6.61M 0.42%
102,083
+8,273
+9% +$506K
ABBV icon
66
AbbVie
ABBV
$435B
$6.37M 0.4%
142,409
+26,131
+22% +$1.16M
MRK icon
67
Merck
MRK
$318B
$6.29M 0.4%
138,359
+5,484
+4% +$250K
CMI icon
68
Cummins
CMI
$88.7B
$5.61M 0.36%
42,239
+16,510
+64% +$2.04M
SRCL
69
DELISTED
Stericycle Inc
SRCL
$5.56M 0.35%
48,217
+19,323
+67% +$2.23M
MO icon
70
Altria Group
MO
$114B
$5.52M 0.35%
160,808
+14,904
+10% +$525K
CL icon
71
Colgate-Palmolive
CL
$74.4B
$5.5M 0.35%
92,779
-25,215
-21% -$1.49M
KMB icon
72
Kimberly-Clark
KMB
$36.5B
$5.4M 0.34%
59,752
+4,310
+8% +$399K
AXP icon
73
American Express
AXP
$230B
$5.31M 0.34%
70,335
-8,270
-11% -$622K
DIS icon
74
Walt Disney
DIS
$181B
$5.15M 0.33%
79,927
+12,746
+19% +$817K
NVS icon
75
Novartis
NVS
$297B
$4.91M 0.31%
71,430
+5,714
+9% +$378K
1 2
3
4 5

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BAM
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ACI
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ACM
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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.