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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
HSY icon
176
Hershey
HSY
$36.6B
$1.18M 0.07%
12,700
+100
+0.8% +$9.32K
AET
177
DELISTED
Aetna Inc
AET
$1.17M 0.07%
18,299
+3,178
+21% +$204K
IWM icon
178
iShares Russell 2000 ETF
IWM
$81.9B
$1.15M 0.07%
10,790
+600
+6% +$62.1K
IT icon
179
Gartner
IT
$11.7B
$1.15M 0.07%
19,128
+2,347
+14% +$138K
EPD icon
180
Enterprise Products Partners
EPD
$81.7B
$1.14M 0.07%
37,280
-1,454
-4% -$44.5K
RPM icon
181
RPM International
RPM
$15B
$1.13M 0.07%
31,147
+3,974
+15% +$139K
VFC icon
182
VF Corp
VFC
$5.89B
$1.11M 0.07%
23,602
-2,251
-9% -$104K
SYK icon
183
Stryker
SYK
$130B
$1.08M 0.07%
16,039
-465
-3% -$32.1K
TXN icon
184
Texas Instruments
TXN
$261B
$1.08M 0.07%
26,896
+6,536
+32% +$254K
IBB icon
185
iShares Biotechnology ETF
IBB
$9.71B
$1.05M 0.07%
15,075
– –
MD icon
186
Pediatrix Medical
MD
$2.2B
$1.05M 0.07%
20,926
+3,084
+17% +$151K
CCEP icon
187
Coca-Cola Europacific Partners
CCEP
$47.9B
$1.05M 0.07%
26,047
+1,595
+7% +$60.7K
MPC icon
188
Marathon Petroleum
MPC
$83.7B
$1.05M 0.07%
32,558
+3,150
+11% +$111K
CSGP icon
189
CoStar Group
CSGP
$12.3B
$1.02M 0.06%
60,690
+7,710
+15% +$118K
SIVB
190
DELISTED
SVB Financial Group
SIVB
$1M 0.06%
11,583
+1,962
+20% +$170K
CVE icon
191
Cenovus Energy
CVE
$52.1B
$981K 0.06%
+32,867
New +$972K
CBST
192
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$981K 0.06%
15,435
+3,068
+25% +$185K
ITW icon
193
Illinois Tool Works
ITW
$84.5B
$962K 0.06%
12,613
+176
+1% +$12.9K
CAH icon
194
Cardinal Health
CAH
$55.4B
$961K 0.06%
18,431
+17,481
+1,840% +$888K
ANSS
195
DELISTED
Ansys
ANSS
$957K 0.06%
11,057
+1,118
+11% +$93.4K
KRFT
196
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$957K 0.06%
18,257
+636
+4% +$34.8K
WY icon
197
Weyerhaeuser
WY
$18.4B
$954K 0.06%
+33,296
New +$943K
WAB icon
198
Wabtec
WAB
$49.3B
$945K 0.06%
15,039
+2,146
+17% +$126K
MS icon
199
Morgan Stanley
MS
$340B
$943K 0.06%
35,005
+17,006
+94% +$456K
ITUB icon
200
Itaú Unibanco
ITUB
$87.5B
$930K 0.06%
180,713
+26,835
+17% +$126K
6 7
8
9 10

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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.