We are live on ! Find out more
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
WAB icon
201
Wabtec
WAB
$49.3B
$1.14M 0.07%
15,398
+359
+2% +$24.1K
KEX icon
202
Kirby Corp
KEX
$6.93B
$1.14M 0.07%
11,482
+765
+7% +$70.2K
WY icon
203
Weyerhaeuser
WY
$18.4B
$1.14M 0.07%
35,935
+2,639
+8% +$79K
PHG icon
204
Philips
PHG
$26.1B
$1.13M 0.06%
44,226
+19,422
+78% +$468K
BAC icon
205
Bank of America
BAC
$442B
$1.13M 0.06%
72,370
-61,060
-46% -$906K
WDR
206
DELISTED
Waddell & Reed Financial, Inc.
WDR
$1.11M 0.06%
17,074
+1,934
+13% +$118K
CSGP icon
207
CoStar Group
CSGP
$12.3B
$1.1M 0.06%
59,470
-1,220
-2% -$21.6K
ED icon
208
Consolidated Edison
ED
$39.9B
$1.1M 0.06%
19,850
-8,130
-29% -$457K
CATM
209
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$1.08M 0.06%
24,962
+1,922
+8% +$78.2K
SMFG icon
210
Sumitomo Mitsui Financial
SMFG
$164B
$1.08M 0.06%
+103,054
New +$1.03M
TSCO icon
211
Tractor Supply
TSCO
$18B
$1.07M 0.06%
69,140
+1,160
+2% +$16.6K
ANSS
212
DELISTED
Ansys
ANSS
$1.06M 0.06%
12,198
+1,141
+10% +$98K
TXN icon
213
Texas Instruments
TXN
$261B
$1.06M 0.06%
24,210
-2,686
-10% -$112K
TTC icon
214
Toro Company
TTC
$9.49B
$1.06M 0.06%
33,410
+2,928
+10% +$86.4K
SYK icon
215
Stryker
SYK
$130B
$1.06M 0.06%
14,121
-1,918
-12% -$140K
ITW icon
216
Illinois Tool Works
ITW
$84.5B
$1.05M 0.06%
12,545
-68
-0.5% -$5.36K
PSMT icon
217
Pricesmart
PSMT
$5.46B
$1.04M 0.06%
9,004
+2,358
+35% +$265K
KRFT
218
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$1.01M 0.06%
18,739
+482
+3% +$25.7K
MS icon
219
Morgan Stanley
MS
$340B
$1.01M 0.06%
32,077
-2,928
-8% -$87K
SLH
220
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$1M 0.06%
14,165
+1,478
+12% +$92.5K
GSK icon
221
GSK
GSK
$106B
$989K 0.06%
14,812
+572
+4% +$37.1K
TROW icon
222
T. Rowe Price
TROW
$24.3B
$967K 0.06%
11,550
-493
-4% -$38.6K
TUP
223
DELISTED
Tupperware Brands Corporation
TUP
$967K 0.06%
10,239
+540
+6% +$49K
SHPG
224
DELISTED
Shire pic
SHPG
$947K 0.05%
6,703
+145
+2% +$19.1K
JCI icon
225
Johnson Controls International
JCI
$92.2B
$936K 0.05%
17,424
-1,084
-6% -$53.4K
7 8
9
10 11

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.