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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
LEU icon
801
Centrus Energy
LEU
$3.81B
$0 ﹤0.01%
2
– –
MBI icon
802
MBIA
MBI
$262M
– –
-300
Closed -$3K
MU icon
803
Micron Technology
MU
$994B
– –
-150
Closed -$3K
PCH
804
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
PNR icon
805
Pentair
PNR
$10.7B
– –
-469
Closed -$20K
TDC icon
806
Teradata
TDC
$2.56B
$0 ﹤0.01%
8
– –
TLT icon
807
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-164
Closed -$17K
TNL icon
808
Travel + Leisure Co
TNL
$4.49B
– –
-354
Closed -$10K
VYX icon
809
NCR Voyix
VYX
$1.12B
$0 ﹤0.01%
7
– –
WSM icon
810
Williams-Sonoma
WSM
$29.5B
– –
-800
Closed -$22K
TA
811
DELISTED
TravelCenters of America LLC
TA
$0 ﹤0.01%
4
– –
BBBY
812
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-2,985
Closed -$231K
PSB
813
DELISTED
PS Business Parks, Inc.
PSB
– –
-3,800
Closed -$76K
NP
814
DELISTED
Neenah, Inc. Common Stock
NP
– –
-18
Closed -$1K
HMSY
815
DELISTED
HMS Holdings Corp.
HMSY
– –
-17,471
Closed -$375K
PHH
816
DELISTED
PHH Corporation
PHH
– –
-40
Closed -$1K
BHI
817
DELISTED
Baker Hughes
BHI
– –
-4,306
Closed -$212K
FEIC
818
DELISTED
FEI COMPANY
FEIC
$0 ﹤0.01%
+5
New +$443
LINE
819
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
– –
-200
Closed -$5K
HSH
820
DELISTED
HILLSHIRE BRANDS CO
HSH
– –
-300
Closed -$9K
LSI
821
DELISTED
LSI CORPORATION
LSI
$0 ﹤0.01%
7
– –
HTSI
822
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
– –
-10,845
Closed -$533K
ARK
823
DELISTED
BLACKROCK SR HIGH INCM FD INC
ARK
– –
-1,400
Closed -$6K
NYX
824
DELISTED
NYSE EURONEXT INC
NYX
– –
-600
Closed -$25K
ABV
825
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
– –
-85
Closed -$3K
30 31 32
33
34

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BAM
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ACI
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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.