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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
TGT icon
101
Target
TGT
$68B
$2.66M 0.17%
41,537
-3,401
-8% -$232K
ETN icon
102
Eaton
ETN
$174B
$2.63M 0.17%
38,282
+14,339
+60% +$963K
VAR
103
DELISTED
Varian Medical Systems, Inc.
VAR
$2.63M 0.17%
40,105
-1,482
-4% -$93.9K
MTB icon
104
M&T Bank
MTB
$36.2B
$2.62M 0.17%
+23,435
New +$2.71M
BDX icon
105
Becton Dickinson
BDX
$48.2B
$2.62M 0.17%
26,831
+13,234
+97% +$1.3M
NSC icon
106
Norfolk Southern
NSC
$75.1B
$2.62M 0.17%
33,840
+21
+0.1% +$1.57K
TPR icon
107
Tapestry
TPR
$32.8B
$2.6M 0.16%
47,638
+4,868
+11% +$268K
SYY icon
108
Sysco
SYY
$40.3B
$2.58M 0.16%
80,969
+1,559
+2% +$52.3K
WMB icon
109
Williams Companies
WMB
$86.1B
$2.48M 0.16%
68,218
-150
-0.2% -$5.26K
SWK icon
110
Stanley Black & Decker
SWK
$15.7B
$2.39M 0.15%
26,389
+3,864
+17% +$331K
APA icon
111
APA Corp
APA
$13.2B
$2.38M 0.15%
28,007
+6,933
+33% +$576K
UNP icon
112
Union Pacific
UNP
$174B
$2.38M 0.15%
30,652
+4,330
+16% +$342K
PPL
113
PPL Corp
PPL
$26.7B
$2.32M 0.15%
81,860
+21,441
+35% +$615K
RAI
114
DELISTED
Reynolds American Inc
RAI
$2.31M 0.15%
94,588
+23,244
+33% +$576K
PX
115
DELISTED
Praxair Inc
PX
$2.3M 0.15%
19,158
-942
-5% -$112K
NOV icon
116
NOV
NOV
$7B
$2.29M 0.15%
32,489
+640
+2% +$42.8K
CINF icon
117
Cincinnati Financial
CINF
$27.1B
$2.28M 0.14%
48,385
+13,337
+38% +$637K
HAL icon
118
Halliburton
HAL
$26.6B
$2.25M 0.14%
46,668
-8,557
-15% -$401K
MON
119
DELISTED
Monsanto Co
MON
$2.18M 0.14%
20,871
+1,871
+10% +$188K
APD icon
120
Air Products & Chemicals
APD
$67.6B
$2.12M 0.13%
21,514
-530
-2% -$50.4K
HAR
121
DELISTED
Harman International Industries
HAR
$2.1M 0.13%
+31,783
New +$1.98M
DHR icon
122
Danaher
DHR
$144B
$2.09M 0.13%
44,782
+208
+0.5% +$9.44K
PAYX icon
123
Paychex
PAYX
$42.7B
$2.03M 0.13%
50,028
+10,647
+27% +$421K
PRGO icon
124
Perrigo
PRGO
$1.78B
$2.03M 0.13%
16,460
+1,263
+8% +$158K
CNK icon
125
Cinemark Holdings
CNK
$4.32B
$2.03M 0.13%
63,825
+16,727
+36% +$503K
3 4
5
6 7

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BAM
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ACI
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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.