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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$80.8M 5.13%
839,953
+894
+0.1% +$87.3K
XOM icon
2
ExxonMobil
XOM
$644B
$48.7M 3.09%
565,944
-60,163
-10% -$5.42M
CVX icon
3
Chevron
CVX
$392B
$36.7M 2.33%
301,775
-16,687
-5% -$2.05M
AAPL icon
4
Apple
AAPL
$4.54T
$31.8M 2.02%
1,869,896
-124,516
-6% -$2.06M
HD icon
5
Home Depot
HD
$331B
$29.3M 1.86%
385,911
-14,185
-4% -$1.09M
JPM icon
6
JPMorgan Chase
JPM
$935B
$28.8M 1.83%
557,374
-2,589
-0.5% -$139K
GILD icon
7
Gilead Sciences
GILD
$162B
$26.5M 1.68%
421,424
-40,208
-9% -$2.4M
MSFT icon
8
Microsoft
MSFT
$3.45T
$26.4M 1.68%
793,630
-9,751
-1% -$321K
JNJ icon
9
Johnson & Johnson
JNJ
$618B
$25M 1.58%
287,991
+11,485
+4% +$1.03M
COP icon
10
ConocoPhillips
COP
$147B
$24M 1.52%
345,166
+4,540
+1% +$303K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.36T
$21.8M 1.38%
997,405
-21,038
-2% -$465K
GE icon
12
GE Aerospace
GE
$374B
$21.6M 1.37%
188,600
-5,389
-3% -$618K
GPC icon
13
Genuine Parts
GPC
$17.1B
$21.1M 1.34%
261,130
-1,695
-0.6% -$138K
PG icon
14
Procter & Gamble
PG
$336B
$21M 1.33%
277,847
+16,344
+6% +$1.3M
RTX icon
15
RTX Corp
RTX
$290B
$20.9M 1.32%
307,411
-20,056
-6% -$1.31M
WFC icon
16
Wells Fargo
WFC
$261B
$20.5M 1.3%
495,988
-7,586
-2% -$324K
BA icon
17
Boeing
BA
$171B
$20M 1.27%
170,143
-5,548
-3% -$598K
EMC
18
DELISTED
EMC CORPORATION
EMC
$19.6M 1.24%
765,467
-30,735
-4% -$798K
VZ icon
19
Verizon
VZ
$195B
$19.3M 1.23%
414,261
-43,687
-10% -$2.13M
QCOM icon
20
Qualcomm
QCOM
$155B
$19.2M 1.22%
284,825
+5,735
+2% +$376K
TJX icon
21
TJX Companies
TJX
$174B
$19.1M 1.21%
678,958
-19,392
-3% -$516K
INTC icon
22
Intel
INTC
$455B
$18.9M 1.2%
822,893
-6,335
-0.8% -$146K
T icon
23
AT&T
T
$159B
$18.7M 1.18%
731,039
-115,734
-14% -$3.04M
IBM icon
24
IBM
IBM
$211B
$18.5M 1.17%
104,580
-9,699
-8% -$1.76M
DFS
25
DELISTED
Discover Financial Services
DFS
$18.4M 1.17%
363,605
-7,402
-2% -$370K
1
2 3 4 5

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BAM
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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.