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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
KR icon
76
Kroger
KR
$34.8B
$5.69M 0.33%
287,718
+73,472
+34% +$1.52M
CELG
77
DELISTED
Celgene Corp
CELG
$5.68M 0.33%
67,178
+12,478
+23% +$987K
AGN
78
DELISTED
Allergan Inc
AGN
$5.67M 0.32%
51,024
-31,097
-38% -$2.97M
LSBG
79
DELISTED
Lake Sunapee Bank Group
LSBG
$5.29M 0.3%
+347,052
New +$5.11M
HAR
80
DELISTED
Harman International Industries
HAR
$5.22M 0.3%
63,731
+31,948
+101% +$2.47M
CSX icon
81
CSX Corp
CSX
$93.1B
$4.99M 0.29%
520,389
-3,126
-0.6% -$28K
V icon
82
Visa
V
$677B
$4.8M 0.28%
86,204
-4,788
-5% -$241K
HON icon
83
Honeywell
HON
$78B
$4.66M 0.27%
56,750
-5,242
-8% -$410K
BIIB icon
84
Biogen
BIIB
$30.7B
$4.57M 0.26%
16,335
+2,776
+20% +$718K
SE
85
DELISTED
Spectra Energy Corp Wi
SE
$4.52M 0.26%
127,008
+6,492
+5% +$223K
IWB icon
86
iShares Russell 1000 ETF
IWB
$50.2B
$4.51M 0.26%
43,705
+777
+2% +$76.9K
IWR icon
87
iShares Russell Mid-Cap ETF
IWR
$57.5B
$4.39M 0.25%
116,964
-2,416
-2% -$87.3K
CAT icon
88
Caterpillar
CAT
$387B
$4.34M 0.25%
47,817
-4,031
-8% -$344K
CTSH icon
89
Cognizant
CTSH
$26B
$4.15M 0.24%
82,136
-5,472
-6% -$249K
GT icon
90
Goodyear
GT
$1.85B
$4.09M 0.23%
171,408
+93,612
+120% +$2.07M
TFC icon
91
Truist Financial
TFC
$64B
$4M 0.23%
107,276
+16,670
+18% +$576K
MCHP icon
92
Microchip Technology
MCHP
$46B
$3.88M 0.22%
173,376
+23,428
+16% +$491K
APA icon
93
APA Corp
APA
$13.2B
$3.86M 0.22%
44,945
+16,938
+60% +$1.51M
IGSB icon
94
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.82M 0.22%
72,366
+630
+0.9% +$33.2K
TGNA
95
DELISTED
TEGNA Inc
TGNA
$3.78M 0.22%
244,464
+20,257
+9% +$286K
D icon
96
Dominion Energy
D
$59.3B
$3.61M 0.21%
55,804
-1,005
-2% -$64.7K
LLY icon
97
Eli Lilly
LLY
$1.06T
$3.58M 0.21%
70,125
+4,079
+6% +$204K
EOG icon
98
EOG Resources
EOG
$70.7B
$3.52M 0.2%
41,978
+18,902
+82% +$1.62M
WM icon
99
Waste Management
WM
$91B
$3.45M 0.2%
76,952
+8,397
+12% +$367K
ETN icon
100
Eaton
ETN
$174B
$3.41M 0.2%
44,782
+6,500
+17% +$462K
2 3
4
5 6

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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.