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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
RES icon
751
RPC Inc
RES
$1.36B
$3K ﹤0.01%
187
– –
STM icon
752
STMicroelectronics
STM
$49B
$3K ﹤0.01%
400
– –
STPZ icon
753
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
+55
New +$2.92K
STWD icon
754
Starwood Property Trust
STWD
$6.13B
$3K ﹤0.01%
124
– –
MGI
755
DELISTED
MoneyGram International, Inc. New
MGI
$3K ﹤0.01%
+168
New +$3.42K
FBNK
756
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
CHL
757
DELISTED
China Mobile Limited
CHL
$3K ﹤0.01%
55
– –
GG
758
DELISTED
Goldcorp Inc
GG
$3K ﹤0.01%
150
– –
DRRX
759
DELISTED
DURECT Corp
DRRX
$2K ﹤0.01%
100
– –
DVA icon
760
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
ERIC icon
761
Ericsson
ERIC
$32.9B
$2K ﹤0.01%
200
– –
ILF icon
762
iShares Latin America 40 ETF
ILF
$3.82B
$2K ﹤0.01%
50
– –
JBLU icon
763
JetBlue
JBLU
$2.14B
$2K ﹤0.01%
250
– –
NCV
764
Virtus Convertible & Income Fund
NCV
$388M
$2K ﹤0.01%
50
-50
-50% -$1.92K
PWR icon
765
Quanta Services
PWR
$100B
$2K ﹤0.01%
50
– –
SAN icon
766
Banco Santander
SAN
$209B
$2K ﹤0.01%
269
+6
+2% +$48
STLD icon
767
Steel Dynamics
STLD
$38.4B
$2K ﹤0.01%
96
– –
THO icon
768
Thor Industries
THO
$4.13B
$2K ﹤0.01%
30
– –
WPRT
769
Westport Fuel Systems
WPRT
$36.3M
$2K ﹤0.01%
10
– –
TIF
770
DELISTED
Tiffany & Co.
TIF
$2K ﹤0.01%
+20
New +$1.66K
CASM
771
DELISTED
CAS Medical Systems, Inc.
CASM
$2K ﹤0.01%
1,000
– –
EQY
772
DELISTED
Equity One
EQY
$2K ﹤0.01%
68
– –
ELNK
773
DELISTED
EarthLink Holdings Corp.
ELNK
$2K ﹤0.01%
427
– –
JTP
774
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
-250
-50% -$1.9K
AOL
775
DELISTED
AOL INC COMMON STOCK
AOL
$2K ﹤0.01%
39
– –
29 30
31
32 33

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BAM
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ACI
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ACM
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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.