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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$84.4M 4.84%
869,723
+29,770
+4% +$2.86M
XOM icon
2
ExxonMobil
XOM
$644B
$52.8M 3.03%
522,125
-43,819
-8% -$4.05M
CVX icon
3
Chevron
CVX
$392B
$37.5M 2.15%
300,482
-1,293
-0.4% -$156K
AAPL icon
4
Apple
AAPL
$4.54T
$35.7M 2.05%
1,781,836
-88,060
-5% -$1.66M
JPM icon
5
JPMorgan Chase
JPM
$935B
$31.8M 1.82%
543,433
-13,941
-3% -$764K
HD icon
6
Home Depot
HD
$331B
$31.1M 1.78%
377,924
-7,987
-2% -$622K
MSFT icon
7
Microsoft
MSFT
$3.45T
$29.8M 1.71%
797,034
+3,404
+0.4% +$124K
GILD icon
8
Gilead Sciences
GILD
$162B
$29.3M 1.68%
389,626
-31,798
-8% -$2.21M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.36T
$27.4M 1.57%
980,742
-16,663
-2% -$421K
GE icon
10
GE Aerospace
GE
$374B
$25.7M 1.47%
191,156
+2,556
+1% +$322K
JNJ icon
11
Johnson & Johnson
JNJ
$618B
$25.6M 1.47%
279,365
-8,626
-3% -$795K
COP icon
12
ConocoPhillips
COP
$147B
$24.4M 1.4%
344,721
-445
-0.1% -$32K
PG icon
13
Procter & Gamble
PG
$336B
$22.9M 1.31%
281,056
+3,209
+1% +$261K
WFC icon
14
Wells Fargo
WFC
$261B
$22.9M 1.31%
504,498
+8,510
+2% +$368K
BA icon
15
Boeing
BA
$171B
$22.1M 1.27%
161,717
-8,426
-5% -$1.1M
GPC icon
16
Genuine Parts
GPC
$17.1B
$21.9M 1.26%
263,192
+2,062
+0.8% +$167K
QCOM icon
17
Qualcomm
QCOM
$155B
$21.4M 1.22%
287,746
+2,921
+1% +$206K
INTC icon
18
Intel
INTC
$455B
$21.3M 1.22%
818,788
-4,105
-0.5% -$99.3K
RTX icon
19
RTX Corp
RTX
$290B
$21.2M 1.21%
295,667
-11,744
-4% -$800K
TJX icon
20
TJX Companies
TJX
$174B
$21M 1.2%
658,426
-20,532
-3% -$622K
MMM icon
21
3M
MMM
$90.9B
$20.4M 1.17%
173,554
-1,459
-0.8% -$155K
PRU icon
22
Prudential Financial
PRU
$42.4B
$20.2M 1.16%
219,009
-1,266
-0.6% -$108K
DFS
23
DELISTED
Discover Financial Services
DFS
$20M 1.15%
357,336
-6,269
-2% -$329K
CVS icon
24
CVS Health
CVS
$133B
$19.9M 1.14%
277,890
-1,296
-0.5% -$83.3K
DD
25
DELISTED
Du Pont De Nemours E I
DD
$19.7M 1.13%
319,958
+92
+0% +$5.32K
1
2 3 4 5

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BAM
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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.