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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
DUK icon
101
Duke Energy
DUK
$97.3B
$3.41M 0.2%
49,382
+4,529
+10% +$317K
MET icon
102
MetLife
MET
$62.1B
$3.37M 0.19%
70,049
-5,549
-7% -$249K
TPR icon
103
Tapestry
TPR
$32.8B
$3.33M 0.19%
59,335
+11,697
+25% +$632K
MTB icon
104
M&T Bank
MTB
$36.2B
$3.2M 0.18%
27,489
+4,054
+17% +$461K
NSC icon
105
Norfolk Southern
NSC
$75.1B
$3.11M 0.18%
33,552
-288
-0.9% -$24.7K
WMB icon
106
Williams Companies
WMB
$86.1B
$3.06M 0.18%
79,342
+11,124
+16% +$400K
BDX icon
107
Becton Dickinson
BDX
$48.2B
$3.03M 0.17%
28,138
+1,307
+5% +$135K
BNY
108
Bank of New York Mellon
BNY
$107B
$3.02M 0.17%
86,580
-6,811
-7% -$222K
SCHW
109
Charles Schwab
SCHW
$187B
$3M 0.17%
115,333
-26,541
-19% -$633K
CINF icon
110
Cincinnati Financial
CINF
$27.1B
$2.99M 0.17%
57,076
+8,691
+18% +$439K
SYY icon
111
Sysco
SYY
$40.3B
$2.97M 0.17%
82,331
+1,362
+2% +$46K
RAI
112
DELISTED
Reynolds American Inc
RAI
$2.78M 0.16%
111,276
+16,688
+18% +$421K
PPL
113
PPL Corp
PPL
$26.7B
$2.76M 0.16%
98,432
+16,572
+20% +$467K
VAR
114
DELISTED
Varian Medical Systems, Inc.
VAR
$2.75M 0.16%
40,430
+325
+0.8% +$21.6K
LOW icon
115
Lowe's Companies
LOW
$125B
$2.74M 0.16%
55,239
-2,890
-5% -$140K
UNP icon
116
Union Pacific
UNP
$174B
$2.58M 0.15%
30,750
+98
+0.3% +$7.76K
MON
117
DELISTED
Monsanto Co
MON
$2.56M 0.15%
21,959
+1,088
+5% +$119K
DHR icon
118
Danaher
DHR
$144B
$2.51M 0.14%
48,410
+3,628
+8% +$178K
PX
119
DELISTED
Praxair Inc
PX
$2.51M 0.14%
19,312
+154
+0.8% +$19.2K
PAYX icon
120
Paychex
PAYX
$42.7B
$2.51M 0.14%
55,124
+5,096
+10% +$218K
F icon
121
Ford
F
$55.7B
$2.47M 0.14%
160,147
-1,044
-0.6% -$17.5K
AZN icon
122
AstraZeneca
AZN
$250B
$2.47M 0.14%
41,595
+6,675
+19% +$363K
CNK icon
123
Cinemark Holdings
CNK
$4.32B
$2.46M 0.14%
73,696
+9,871
+15% +$324K
NOV icon
124
NOV
NOV
$7B
$2.44M 0.14%
34,088
+1,599
+5% +$116K
XLF icon
125
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.44M 0.14%
127,159
+23,010
+22% +$423K
3 4
5
6 7

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SCC
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BAM
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ACI
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ACM
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MXM
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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.