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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
RIO icon
801
Rio Tinto
RIO
$164B
– –
-140
Closed -$6K
SLX icon
802
VanEck Steel ETF
SLX
$176M
– –
-100
Closed -$4K
TDC icon
803
Teradata
TDC
$2.55B
$0 ﹤0.01%
8
– –
UAN icon
804
CVR Partners
UAN
$1.34B
– –
-20
Closed -$5K
UFPI icon
805
UFP Industries
UFPI
$5.19B
– –
-21,945
Closed -$292K
VGT icon
806
Vanguard Information Technology ETF
VGT
$149B
– –
-34,696
Closed -$321K
VXF icon
807
Vanguard Extended Market ETF
VXF
$31.9B
– –
-200
Closed -$14K
VYX icon
808
NCR Voyix
VYX
$1.14B
$0 ﹤0.01%
7
– –
WELL icon
809
Welltower
WELL
$171B
– –
-3,470
Closed -$233K
CEQP
810
DELISTED
Crestwood Equity Partners LP
CEQP
– –
-30
Closed -$5K
CGRN
811
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
– –
-28
Closed -$7K
TA
812
DELISTED
TravelCenters of America LLC
TA
$0 ﹤0.01%
4
– –
FLIR
813
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
– –
-10,000
Closed -$270K
NJ
814
DELISTED
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
– –
-70,400
Closed -$617K
CMLP
815
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE)
CMLP
– –
-129
Closed -$3K
LSI
816
DELISTED
LSI CORPORATION
LSI
$0 ﹤0.01%
7
– –
ELN
817
DELISTED
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
– –
-23,000
Closed -$325K
WCRX
818
DELISTED
WARNER CHILCOTT PLC ORD SHS CL A (IRL)
WCRX
– –
-23,115
Closed -$460K
ARB
819
DELISTED
ARBITRON INC (NEW)
ARB
– –
-75
Closed -$3K
UN
820
DELISTED
Unilever NV New York Registry Shares
UN
– –
-7,854
Closed -$308K
RBS.PRH.CL
821
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
– –
-4,000
Closed -$97K
FRP
822
DELISTED
Fairpoint Communications, Inc.
FRP
$0 ﹤0.01%
+41
New +$376
NWBO
823
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$0 ﹤0.01%
+125
New +$435
FON
824
DELISTED
SPRINT CORP FON COM
FON
– –
-3,086
Closed -$22K
29 30 31 32
33

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IA
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SCC
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BAM
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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.