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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
EGL
776
DELISTED
Engility Holdings, Inc.
EGL
$2K ﹤0.01%
58
– –
STMP
777
DELISTED
Stamps.com, Inc.
STMP
$2K ﹤0.01%
50
– –
EOS
778
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$1K ﹤0.01%
100
– –
UMBF icon
779
UMB Financial
UMBF
$11B
$1K ﹤0.01%
+17
New +$1.03K
VPG icon
780
Vishay Precision Group
VPG
$882M
$1K ﹤0.01%
50
– –
CEL
781
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
AIG.WS
782
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
46
– –
DEL
783
DELISTED
Deltic Timber
DEL
$1K ﹤0.01%
20
– –
NPI
784
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
AME icon
785
Ametek
AME
$58.1B
– –
-10,800
Closed -$497K
BBY icon
786
Best Buy
BBY
$17.3B
– –
-450
Closed -$13K
BUD icon
787
AB InBev
BUD
$163B
– –
-200
Closed -$19K
CAR icon
788
Avis
CAR
$4.96B
– –
-80
Closed -$3K
CLW icon
789
Clearwater Paper
CLW
$373M
$0 ﹤0.01%
4
– –
COHR icon
790
Coherent
COHR
$65.5B
– –
-10,780
Closed -$203K
DAL icon
791
Delta Air Lines
DAL
$58.9B
$0 ﹤0.01%
9
– –
DCOM icon
792
Dime Commercial Bancshares
DCOM
$1.76B
– –
-2,250
Closed -$48K
GAM
793
General American Investors Company
GAM
$1.62B
– –
-2,000
Closed -$51K
GNTX icon
794
Gentex
GNTX
$5.01B
– –
-32,578
Closed -$417K
GYRO icon
795
Gyrodyne
GYRO
$11.8M
$0 ﹤0.01%
3
– –
HBI
796
DELISTED
Hanesbrands
HBI
– –
-748
Closed -$12K
HLIT icon
797
Harmonic Inc
HLIT
$1.27B
– –
-15,460
Closed -$119K
HOUS
798
DELISTED
Anywhere Real Estate
HOUS
– –
-200
Closed -$9K
ITRI icon
799
Itron
ITRI
$4.53B
– –
-600
Closed -$26K
JOE icon
800
St. Joe Company
JOE
$3.74B
– –
-600
Closed -$12K
30 31
32
33 34

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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
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.