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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
CEO
726
DELISTED
CNOOC Limited
CEO
$5K ﹤0.01%
23
– –
BBD icon
727
Banco Bradesco
BBD
$36.5B
$4K ﹤0.01%
770
– –
FSLR icon
728
First Solar
FSLR
$25.9B
$4K ﹤0.01%
100
– –
GGB icon
729
Gerdau
GGB
$9.7B
$4K ﹤0.01%
756
– –
HII icon
730
Huntington Ingalls Industries
HII
$13.1B
$4K ﹤0.01%
66
– –
HNI icon
731
HNI Corp
HNI
$3.54B
$4K ﹤0.01%
100
– –
HWKN icon
732
Hawkins
HWKN
$2.74B
$4K ﹤0.01%
220
– –
KKR icon
733
KKR & Co
KKR
$93.3B
$4K ﹤0.01%
+175
New +$3.51K
NCV
734
Virtus Convertible & Income Fund
NCV
$389M
$4K ﹤0.01%
100
– –
NRG icon
735
NRG Energy
NRG
$25.5B
$4K ﹤0.01%
134
– –
OC icon
736
Owens Corning
OC
$12.2B
$4K ﹤0.01%
100
– –
POST icon
737
Post Holdings
POST
$3.47B
$4K ﹤0.01%
167
– –
SIRI icon
738
SiriusXM
SIRI
$9.74B
$4K ﹤0.01%
110
-550
-83% -$20.5K
SLV icon
739
iShares Silver Trust
SLV
$31.7B
$4K ﹤0.01%
200
– –
STM icon
740
STMicroelectronics
STM
$49B
$4K ﹤0.01%
400
– –
VMW
741
DELISTED
VMware, Inc
VMW
$4K ﹤0.01%
50
– –
ALXN
742
DELISTED
Alexion Pharmaceuticals
ALXN
$4K ﹤0.01%
35
– –
KOL
743
DELISTED
VanEck Vectors Coal ETF
KOL
$4K ﹤0.01%
20
– –
FCE.A
744
DELISTED
Forest City Realty Trust, Inc.
FCE.A
$4K ﹤0.01%
200
– –
CST
745
DELISTED
CST Brands, Inc.
CST
$4K ﹤0.01%
121
– –
JTP
746
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$4K ﹤0.01%
500
– –
GG
747
DELISTED
Goldcorp Inc
GG
$4K ﹤0.01%
150
– –
CAR icon
748
Avis
CAR
$4.96B
$3K ﹤0.01%
+80
New +$2.39K
ERIC icon
749
Ericsson
ERIC
$32.9B
$3K ﹤0.01%
200
– –
GYRO icon
750
Gyrodyne
GYRO
$11.8M
$3K ﹤0.01%
+3
New +$2.39K
28 29
30
31 32

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IA
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SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.