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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
POST icon
726
Post Holdings
POST
$3.48B
$5K ﹤0.01%
167
– –
TSLA icon
727
Tesla
TSLA
$1.3T
$5K ﹤0.01%
+525
New +$5.36K
VLY icon
728
Valley National Bancorp
VLY
$8.06B
$5K ﹤0.01%
508
-3,256
-87% -$32.7K
ALXN
729
DELISTED
Alexion Pharmaceuticals
ALXN
$5K ﹤0.01%
35
– –
BBD icon
730
Banco Bradesco
BBD
$36.5B
$4K ﹤0.01%
770
– –
CET
731
Central Securities Corp
CET
$1.64B
$4K ﹤0.01%
200
– –
HNI icon
732
HNI Corp
HNI
$3.54B
$4K ﹤0.01%
100
– –
HWKN icon
733
Hawkins
HWKN
$2.74B
$4K ﹤0.01%
220
– –
MRVL icon
734
Marvell Technology
MRVL
$192B
$4K ﹤0.01%
250
– –
NRG icon
735
NRG Energy
NRG
$25.4B
$4K ﹤0.01%
134
– –
OC icon
736
Owens Corning
OC
$12.2B
$4K ﹤0.01%
100
– –
PRTA icon
737
Prothena Corp
PRTA
$447M
$4K ﹤0.01%
145
-1,609
-92% -$40.4K
SIRI icon
738
SiriusXM
SIRI
$9.74B
$4K ﹤0.01%
110
– –
SLV icon
739
iShares Silver Trust
SLV
$31.7B
$4K ﹤0.01%
200
– –
TEX icon
740
Terex
TEX
$7.56B
$4K ﹤0.01%
100
– –
VMW
741
DELISTED
VMware, Inc
VMW
$4K ﹤0.01%
50
– –
KOL
742
DELISTED
VanEck Vectors Coal ETF
KOL
$4K ﹤0.01%
20
– –
FCE.A
743
DELISTED
Forest City Realty Trust, Inc.
FCE.A
$4K ﹤0.01%
200
– –
CST
744
DELISTED
CST Brands, Inc.
CST
$4K ﹤0.01%
121
– –
TAI
745
DELISTED
TRANSAMERICA INCOME SHS INC
TAI
$4K ﹤0.01%
200
-200
-50% -$4.12K
CEO
746
DELISTED
CNOOC Limited
CEO
$4K ﹤0.01%
23
– –
ABEV icon
747
Ambev
ABEV
$45.4B
$3K ﹤0.01%
+425
New +$3.11K
BOND icon
748
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.46B
$3K ﹤0.01%
+30
New +$3.18K
MMT
749
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
MUSA icon
750
Murphy USA
MUSA
$10.1B
$3K ﹤0.01%
72
– –
28 29
30
31 32

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SCC
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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.