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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
WBA
126
DELISTED
Walgreens Boots Alliance
WBA
$2.02M 0.13%
37,653
+3,569
+10% +$179K
IVE icon
127
iShares S&P 500 Value ETF
IVE
$49.8B
$2M 0.13%
25,558
+73
+0.3% +$5.76K
VRSK icon
128
Verisk Analytics
VRSK
$25B
$1.98M 0.13%
30,524
-735
-2% -$46.4K
EOG icon
129
EOG Resources
EOG
$70.7B
$1.95M 0.12%
+23,076
New +$1.79M
J icon
130
Jacobs Solutions
J
$17B
$1.95M 0.12%
40,572
+1,299
+3% +$63.1K
EXC icon
131
Exelon
EXC
$47B
$1.95M 0.12%
92,071
+6,088
+7% +$133K
VOD icon
132
Vodafone
VOD
$37.4B
$1.91M 0.12%
53,386
-5,682
-10% -$180K
BKNG icon
133
Booking.com
BKNG
$161B
$1.9M 0.12%
46,925
-2,575
-5% -$96.3K
IVW icon
134
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.88M 0.12%
84,028
+1,308
+2% +$28.9K
BAC icon
135
Bank of America
BAC
$442B
$1.84M 0.12%
133,430
-7,842
-6% -$112K
BSV icon
136
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.84M 0.12%
22,890
-1,223
-5% -$98K
XLF icon
137
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$1.82M 0.12%
104,149
-79,825
-43% -$1.42M
AZN icon
138
AstraZeneca
AZN
$250B
$1.81M 0.12%
34,920
+8,821
+34% +$443K
GPOR
139
DELISTED
Gulfport Energy Corp.
GPOR
$1.79M 0.11%
27,855
+3,433
+14% +$192K
GT icon
140
Goodyear
GT
$1.85B
$1.75M 0.11%
+77,796
New +$1.49M
IVV icon
141
iShares Core S&P 500 ETF
IVV
$904B
$1.72M 0.11%
10,190
+308
+3% +$51.9K
CMCSA icon
142
Comcast
CMCSA
$90B
$1.71M 0.11%
75,614
+2,730
+4% +$59.4K
ACN icon
143
Accenture
ACN
$108B
$1.7M 0.11%
23,089
+4,140
+22% +$306K
AFL icon
144
Aflac
AFL
$62.6B
$1.64M 0.1%
52,796
-1,408
-3% -$42.4K
FDX icon
145
FedEx
FDX
$75.4B
$1.63M 0.1%
14,274
+2,098
+17% +$226K
TWX
146
DELISTED
Time Warner Inc
TWX
$1.62M 0.1%
25,616
+4,523
+21% +$271K
TEL icon
147
TE Connectivity
TEL
$62.6B
$1.61M 0.1%
31,189
+25,605
+459% +$1.28M
ED icon
148
Consolidated Edison
ED
$39.9B
$1.54M 0.1%
27,980
-2,434
-8% -$140K
MIDD icon
149
Middleby
MIDD
$6.08B
$1.51M 0.1%
21,741
+1,683
+8% +$108K
MRO
150
DELISTED
Marathon Oil Corporation
MRO
$1.51M 0.1%
43,365
+11,670
+37% +$415K
4 5
6
7 8

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BAM
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ACI
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ACM
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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.