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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
VPG icon
776
Vishay Precision Group
VPG
$914M
$1K ﹤0.01%
50
– –
NP
777
DELISTED
Neenah, Inc. Common Stock
NP
$1K ﹤0.01%
18
– –
CEL
778
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
AIG.WS
779
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
46
– –
CASM
780
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
1,000
– –
PHH
781
DELISTED
PHH Corporation
PHH
$1K ﹤0.01%
+40
New +$887
DEL
782
DELISTED
Deltic Timber
DEL
$1K ﹤0.01%
20
– –
EQY
783
DELISTED
Equity One
EQY
$1K ﹤0.01%
68
– –
NPI
784
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
AOL
785
DELISTED
AOL INC COMMON STOCK
AOL
$1K ﹤0.01%
39
-300
-88% -$10.7K
GCVRZ
786
DELISTED
Sanofi Contingent Value Rights
GCVRZ
$1K ﹤0.01%
500
– –
CLW icon
787
Clearwater Paper
CLW
$376M
$0 ﹤0.01%
4
– –
CNX icon
788
CNX Resources
CNX
$5.2B
– –
-240
Closed -$5K
DAL icon
789
Delta Air Lines
DAL
$60.1B
$0 ﹤0.01%
9
– –
DG icon
790
Dollar General
DG
$27.9B
– –
-250
Closed -$13K
FAN icon
791
First Trust Global Wind Energy ETF
FAN
$281M
– –
-200
Closed -$2K
IDCC icon
792
InterDigital
IDCC
$8.89B
– –
-200
Closed -$9K
IMCG icon
793
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.12B
– –
-600
Closed -$12K
ITB icon
794
iShares US Home Construction ETF
ITB
$2.41B
– –
-525,086
Closed -$11.8M
LEU icon
795
Centrus Energy
LEU
$3.82B
$0 ﹤0.01%
+2
New +$283
LH icon
796
Labcorp
LH
$25.9B
– –
-8,531
Closed -$734K
MHF
797
Western Asset Municipal High Income Fund
MHF
$153M
– –
-1,000
Closed -$7K
MOS icon
798
The Mosaic Company
MOS
$7.33B
– –
-12,699
Closed -$683K
PCH
799
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
REM icon
800
iShares Mortgage Real Estate ETF
REM
$543M
– –
-2,182
Closed -$110K
29 30 31
32
33

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IA
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SCC
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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.