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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
PEP icon
51
PepsiCo
PEP
$190B
$11.2M 0.64%
135,063
+5,209
+4% +$433K
AMGN icon
52
Amgen
AMGN
$222B
$10M 0.58%
88,038
+8,278
+10% +$942K
PSX icon
53
Phillips 66
PSX
$81.4B
$10M 0.57%
129,811
-762
-0.6% -$50.8K
BMY icon
54
Bristol-Myers Squibb
BMY
$132B
$9.53M 0.55%
179,249
+8,096
+5% +$412K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.13T
$9.51M 0.55%
80,242
-100
-0.1% -$11.6K
CMI icon
56
Cummins
CMI
$88.7B
$9.09M 0.52%
64,505
+22,266
+53% +$2.96M
UNH icon
57
UnitedHealth
UNH
$370B
$8.81M 0.51%
117,048
+467
+0.4% +$33.5K
KO icon
58
Coca-Cola
KO
$375B
$8.4M 0.48%
203,329
-14,768
-7% -$582K
SRCL
59
DELISTED
Stericycle Inc
SRCL
$7.76M 0.44%
66,812
+18,595
+39% +$2.17M
WMT icon
60
Walmart Inc
WMT
$890B
$7.64M 0.44%
291,255
-191,610
-40% -$4.95M
ADP icon
61
Automatic Data Processing
ADP
$108B
$7.54M 0.43%
106,253
-3,631
-3% -$244K
TIP icon
62
iShares TIPS Bond ETF
TIP
$14.7B
$7.53M 0.43%
68,538
-1,279
-2% -$143K
ABBV icon
63
AbbVie
ABBV
$435B
$7.5M 0.43%
142,095
-314
-0.2% -$15.4K
BRK.A icon
64
Berkshire Hathaway Class A
BRK.A
$1.12T
$7.47M 0.43%
42
– –
NEE icon
65
NextEra Energy
NEE
$177B
$7.38M 0.42%
344,944
-105,888
-23% -$2.23M
EBAY icon
66
eBay
EBAY
$49.8B
$7.03M 0.4%
304,399
-8,166
-3% -$181K
MRK icon
67
Merck
MRK
$318B
$6.78M 0.39%
141,925
+3,566
+3% +$163K
MO icon
68
Altria Group
MO
$114B
$6.61M 0.38%
172,212
+11,404
+7% +$421K
DIS icon
69
Walt Disney
DIS
$181B
$6.49M 0.37%
84,878
+4,951
+6% +$343K
EMR icon
70
Emerson Electric
EMR
$88.3B
$6.45M 0.37%
91,921
-10,162
-10% -$679K
AXP icon
71
American Express
AXP
$230B
$6.26M 0.36%
68,974
-1,361
-2% -$112K
KMB icon
72
Kimberly-Clark
KMB
$36.5B
$5.94M 0.34%
59,292
-460
-0.8% -$45.9K
DE icon
73
Deere & Co
DE
$168B
$5.84M 0.33%
63,916
-34,824
-35% -$2.95M
CL icon
74
Colgate-Palmolive
CL
$74.4B
$5.71M 0.33%
87,611
-5,168
-6% -$331K
NVS icon
75
Novartis
NVS
$297B
$5.7M 0.33%
79,102
+7,672
+11% +$533K
1 2
3
4 5

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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 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.