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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
SU icon
151
Suncor Energy
SU
$70.3B
$1.48M 0.09%
41,336
+1,245
+3% +$41.4K
PCL
152
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$1.48M 0.09%
31,528
-547
-2% -$25.6K
GLW icon
153
Corning
GLW
$143B
$1.47M 0.09%
100,792
+19,059
+23% +$282K
AROW icon
154
Arrow Financial
AROW
$652M
$1.47M 0.09%
76,168
-39,155
-34% -$761K
KMP
155
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
$1.46M 0.09%
18,251
+553
+3% +$45.8K
ADI icon
156
Analog Devices
ADI
$190B
$1.44M 0.09%
30,643
+9,736
+47% +$466K
BAX icon
157
Baxter International
BAX
$14.2B
$1.43M 0.09%
40,121
-25,242
-39% -$980K
SBUX icon
158
Starbucks
SBUX
$120B
$1.42M 0.09%
36,988
+14,308
+63% +$514K
MDT icon
159
Medtronic
MDT
$112B
$1.42M 0.09%
26,656
+1,698
+7% +$91.4K
RTN
160
DELISTED
Raytheon Company
RTN
$1.4M 0.09%
18,220
+10,174
+126% +$755K
DD icon
161
DuPont de Nemours
DD
$19.2B
$1.39M 0.09%
14,325
-492
-3% -$45.8K
TYL icon
162
Tyler Technologies
TYL
$12.8B
$1.39M 0.09%
15,886
+3,191
+25% +$246K
RDS.A
163
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.39M 0.09%
22,630
-2,370
-9% -$145K
MDLZ icon
164
Mondelez International
MDLZ
$79.9B
$1.35M 0.09%
42,995
+1,334
+3% +$41.4K
MNST icon
165
Monster Beverage
MNST
$88.5B
$1.33M 0.08%
153,384
+2,316
+2% +$22.9K
GS icon
166
Goldman Sachs
GS
$303B
$1.3M 0.08%
8,214
-4,665
-36% -$751K
CNL
167
DELISTED
CLECO CRP (HOLDING CO)
CNL
$1.25M 0.08%
27,772
+2,507
+10% +$117K
MKTX icon
168
MarketAxess Holdings
MKTX
$5.72B
$1.23M 0.08%
20,535
+2,474
+14% +$132K
INVX
169
Innovex International
INVX
$1.97B
$1.22M 0.08%
10,647
+1,278
+14% +$131K
SBNY
170
DELISTED
Signature Bank
SBNY
$1.22M 0.08%
13,318
+1,857
+16% +$167K
BH icon
171
Biglari Holdings Class B
BH
$1.21B
$1.21M 0.08%
4,729
-364
-7% -$91.6K
FCX icon
172
Freeport-McMoran
FCX
$97.5B
$1.19M 0.08%
36,035
-23,349
-39% -$714K
VB icon
173
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$1.19M 0.08%
11,593
-1,189
-9% -$119K
BP icon
174
BP
BP
$107B
$1.19M 0.08%
34,486
+4,065
+13% +$139K
C icon
175
Citigroup
C
$226B
$1.18M 0.08%
24,398
+371
+2% +$18.8K
5 6
7
8 9

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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.