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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
HON icon
76
Honeywell
HON
$78B
$4.63M 0.29%
61,992
-9,999
-14% -$742K
CSX icon
77
CSX Corp
CSX
$93.1B
$4.49M 0.28%
523,515
-26,967
-5% -$226K
V icon
78
Visa
V
$677B
$4.35M 0.28%
90,992
+15,188
+20% +$702K
CAT icon
79
Caterpillar
CAT
$387B
$4.33M 0.27%
51,848
-3,732
-7% -$316K
KR icon
80
Kroger
KR
$34.8B
$4.32M 0.27%
+214,246
New +$4.12M
CELG
81
DELISTED
Celgene Corp
CELG
$4.21M 0.27%
54,700
+30,726
+128% +$2.15M
IWR icon
82
iShares Russell Mid-Cap ETF
IWR
$57.5B
$4.15M 0.26%
119,380
-1,764
-1% -$60.3K
SE
83
DELISTED
Spectra Energy Corp Wi
SE
$4.13M 0.26%
120,516
+33,418
+38% +$1.15M
IWB icon
84
iShares Russell 1000 ETF
IWB
$50.2B
$4.04M 0.26%
42,928
-1,423
-3% -$133K
IGSB icon
85
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.78M 0.24%
71,736
+822
+1% +$43.1K
CTSH icon
86
Cognizant
CTSH
$26B
$3.6M 0.23%
87,608
-9,570
-10% -$355K
D icon
87
Dominion Energy
D
$59.3B
$3.55M 0.23%
56,809
+3,744
+7% +$222K
LLY icon
88
Eli Lilly
LLY
$1.06T
$3.32M 0.21%
66,046
+5,009
+8% +$262K
BIIB icon
89
Biogen
BIIB
$30.7B
$3.26M 0.21%
13,559
+10,336
+321% +$2.31M
TGNA
90
DELISTED
TEGNA Inc
TGNA
$3.14M 0.2%
224,207
+44,651
+25% +$597K
TFC icon
91
Truist Financial
TFC
$64B
$3.06M 0.19%
90,606
+44,257
+95% +$1.55M
MCHP icon
92
Microchip Technology
MCHP
$46B
$3.02M 0.19%
149,948
+36,052
+32% +$714K
SCHW
93
Charles Schwab
SCHW
$187B
$3M 0.19%
141,874
+23,045
+19% +$501K
DUK icon
94
Duke Energy
DUK
$97.3B
$3M 0.19%
44,853
+3,089
+7% +$211K
MET icon
95
MetLife
MET
$62.1B
$2.92M 0.19%
75,598
+34,648
+85% +$1.49M
WM icon
96
Waste Management
WM
$91B
$2.83M 0.18%
68,555
+22,616
+49% +$943K
BNY
97
Bank of New York Mellon
BNY
$107B
$2.82M 0.18%
93,391
-41,769
-31% -$1.28M
LOW icon
98
Lowe's Companies
LOW
$125B
$2.77M 0.18%
58,129
+217
+0.4% +$9.85K
F icon
99
Ford
F
$55.7B
$2.72M 0.17%
161,191
+50,109
+45% +$846K
SO icon
100
Southern Company
SO
$107B
$2.71M 0.17%
65,775
-968
-1% -$41.7K
2 3
4
5 6

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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.