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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
MKTX icon
176
MarketAxess Holdings
MKTX
$5.72B
$1.41M 0.08%
21,127
+592
+3% +$38.9K
MDT icon
177
Medtronic
MDT
$112B
$1.38M 0.08%
24,017
-2,639
-10% -$150K
SAP icon
178
SAP
SAP
$238B
$1.35M 0.08%
15,467
+3,237
+26% +$257K
BCS icon
179
Barclays
BCS
$94.1B
$1.35M 0.08%
80,217
+36,186
+82% +$573K
IBB icon
180
iShares Biotechnology ETF
IBB
$9.71B
$1.34M 0.08%
17,775
+2,700
+18% +$192K
SIVB
181
DELISTED
SVB Financial Group
SIVB
$1.33M 0.08%
12,671
+1,088
+9% +$106K
NTT
182
DELISTED
Nippon Telegraph & Telephone
NTT
$1.32M 0.08%
48,769
+19,789
+68% +$520K
CNL
183
DELISTED
CLECO CRP (HOLDING CO)
CNL
$1.31M 0.08%
28,174
+402
+1% +$18.5K
TSM icon
184
TSMC
TSM
$2.18T
$1.31M 0.08%
75,020
+38,140
+103% +$677K
BP icon
185
BP
BP
$107B
$1.3M 0.07%
32,785
-1,701
-5% -$63.3K
VFC icon
186
VF Corp
VFC
$5.89B
$1.29M 0.07%
22,026
-1,576
-7% -$82.1K
FCX icon
187
Freeport-McMoran
FCX
$97.5B
$1.28M 0.07%
33,953
-2,082
-6% -$73.8K
BBVA icon
188
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.28M 0.07%
108,425
+29,222
+37% +$326K
HSY icon
189
Hershey
HSY
$36.6B
$1.27M 0.07%
13,100
+400
+3% +$38.5K
INVX
190
Innovex International
INVX
$1.97B
$1.27M 0.07%
11,543
+896
+8% +$101K
XLK icon
191
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.26M 0.07%
70,826
+26,990
+62% +$457K
C icon
192
Citigroup
C
$226B
$1.25M 0.07%
23,996
-402
-2% -$20.3K
AET
193
DELISTED
Aetna Inc
AET
$1.25M 0.07%
18,192
-107
-0.6% -$6.98K
WPP icon
194
WPP
WPP
$5.94B
$1.25M 0.07%
10,846
+2,577
+31% +$276K
EPD icon
195
Enterprise Products Partners
EPD
$81.7B
$1.23M 0.07%
37,148
-132
-0.4% -$4.11K
CHKP icon
196
Check Point Software Technologies
CHKP
$13.1B
$1.21M 0.07%
18,707
+5,033
+37% +$303K
XLB icon
197
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$1.18M 0.07%
51,016
+49,056
+2,503% +$1.08M
IWM icon
198
iShares Russell 2000 ETF
IWM
$81.9B
$1.18M 0.07%
10,190
-600
-6% -$66.3K
CBST
199
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$1.17M 0.07%
17,035
+1,600
+10% +$104K
MD icon
200
Pediatrix Medical
MD
$2.2B
$1.15M 0.07%
21,544
+618
+3% +$33.2K
6 7
8
9 10

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BAM
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ACI
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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.