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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
KEX icon
201
Kirby Corp
KEX
$6.93B
$928K 0.06%
10,717
+1,787
+20% +$150K
TSCO icon
202
Tractor Supply
TSCO
$18B
$914K 0.06%
67,980
+18,560
+38% +$229K
RMD icon
203
ResMed
RMD
$30.7B
$908K 0.06%
17,175
+1,985
+13% +$96.3K
SAP icon
204
SAP
SAP
$238B
$904K 0.06%
12,230
+925
+8% +$68.4K
GSK icon
205
GSK
GSK
$106B
$893K 0.06%
14,240
+156
+1% +$10K
EFA icon
206
iShares MSCI EAFE ETF
EFA
$80.2B
$873K 0.06%
13,682
+3,127
+30% +$192K
DOC icon
207
Healthpeak Properties
DOC
$14.8B
$867K 0.06%
23,241
+27
+0.1% +$1.05K
TROW icon
208
T. Rowe Price
TROW
$24.3B
$866K 0.05%
12,043
-421
-3% -$31.2K
WAT icon
209
Waters Corp
WAT
$39.9B
$858K 0.05%
8,077
+934
+13% +$95.8K
CATM
210
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$855K 0.05%
23,040
+3,594
+18% +$121K
WPP icon
211
WPP
WPP
$5.94B
$851K 0.05%
8,269
+579
+8% +$54.5K
PRA
212
DELISTED
ProAssurance
PRA
$849K 0.05%
18,844
+3,140
+20% +$157K
BBVA icon
213
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$842K 0.05%
79,203
+13,739
+21% +$127K
TUP
214
DELISTED
Tupperware Brands Corporation
TUP
$838K 0.05%
9,699
+1,100
+13% +$91.8K
MHFI
215
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$835K 0.05%
+12,732
New +$771K
BHP icon
216
BHP
BHP
$230B
$833K 0.05%
14,825
-76
-0.5% -$4.13K
TTC icon
217
Toro Company
TTC
$9.49B
$828K 0.05%
30,482
+4,206
+16% +$107K
PBCT
218
DELISTED
People's United Financial Inc
PBCT
$807K 0.05%
56,095
-1,200
-2% -$17.8K
JCI icon
219
Johnson Controls International
JCI
$92.2B
$804K 0.05%
18,508
+1,135
+7% +$48.1K
AMX icon
220
America Movil
AMX
$71.2B
$795K 0.05%
40,094
+7,127
+22% +$147K
SHPG
221
DELISTED
Shire pic
SHPG
$786K 0.05%
6,558
+800
+14% +$88.4K
WDR
222
DELISTED
Waddell & Reed Financial, Inc.
WDR
$779K 0.05%
15,140
+2,481
+20% +$123K
CHKP icon
223
Check Point Software Technologies
CHKP
$13.1B
$773K 0.05%
13,674
+1,570
+13% +$88.2K
STR
224
DELISTED
QUESTAR CORP
STR
$768K 0.05%
34,126
+4,448
+15% +$103K
RYL
225
DELISTED
RYLAND GROUP INC
RYL
$767K 0.05%
18,930
+3,192
+20% +$123K
7 8
9
10 11

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.