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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
RTN
151
DELISTED
Raytheon Company
RTN
$1.67M 0.1%
18,409
+189
+1% +$15.8K
CMCSA icon
152
Comcast
CMCSA
$90B
$1.66M 0.1%
63,932
-11,682
-15% -$281K
BAX icon
153
Baxter International
BAX
$14.2B
$1.66M 0.1%
43,913
+3,792
+9% +$138K
GLW icon
154
Corning
GLW
$143B
$1.65M 0.09%
92,685
-8,107
-8% -$134K
AFL icon
155
Aflac
AFL
$62.6B
$1.64M 0.09%
49,080
-3,716
-7% -$122K
TYL icon
156
Tyler Technologies
TYL
$12.8B
$1.62M 0.09%
15,876
-10
-0.1% -$971
ADI icon
157
Analog Devices
ADI
$190B
$1.62M 0.09%
31,755
+1,112
+4% +$54.2K
MRO
158
DELISTED
Marathon Oil Corporation
MRO
$1.61M 0.09%
45,615
+2,250
+5% +$80.3K
GS icon
159
Goldman Sachs
GS
$303B
$1.6M 0.09%
9,731
+1,517
+18% +$250K
SBNY
160
DELISTED
Signature Bank
SBNY
$1.58M 0.09%
14,740
+1,422
+11% +$145K
TWX
161
DELISTED
Time Warner Inc
TWX
$1.57M 0.09%
23,518
-2,098
-8% -$136K
MPC icon
162
Marathon Petroleum
MPC
$83.7B
$1.54M 0.09%
33,502
+944
+3% +$36.3K
TGT icon
163
Target
TGT
$68B
$1.53M 0.09%
24,136
-17,401
-42% -$1.11M
ACN icon
164
Accenture
ACN
$108B
$1.48M 0.09%
18,043
-5,046
-22% -$382K
BH icon
165
Biglari Holdings Class B
BH
$1.21B
$1.48M 0.09%
4,729
– –
IT icon
166
Gartner
IT
$11.7B
$1.48M 0.09%
20,879
+1,751
+9% +$111K
MDLZ icon
167
Mondelez International
MDLZ
$79.9B
$1.48M 0.08%
41,893
-1,102
-3% -$36.6K
SBUX icon
168
Starbucks
SBUX
$120B
$1.48M 0.08%
37,676
+688
+2% +$27.2K
AROW icon
169
Arrow Financial
AROW
$652M
$1.46M 0.08%
72,445
-3,723
-5% -$74.2K
AMX icon
170
America Movil
AMX
$71.2B
$1.44M 0.08%
61,708
+21,614
+54% +$471K
KMP
171
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
$1.44M 0.08%
17,838
-413
-2% -$33.3K
PCL
172
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$1.44M 0.08%
30,844
-684
-2% -$31.3K
RDS.A
173
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.43M 0.08%
21,439
-1,191
-5% -$74.8K
XLE icon
174
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.43M 0.08%
32,214
+30,324
+1,604% +$1.31M
RPM icon
175
RPM International
RPM
$15B
$1.42M 0.08%
34,277
+3,130
+10% +$122K
5 6
7
8 9

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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.