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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
+2.84%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.54B
AUM Growth
–
Cap. Flow
+$1.54B
Cap. Flow %
100.25%
Top 10 Hldgs %
23.67%
Holding
750
New
750
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$84M
2
XOM icon
ExxonMobil
XOM
+$56.3M
3
CVX icon
Chevron
CVX
+$38.5M
4
AAPL icon
Apple
AAPL
+$30.7M
5
HD icon
Home Depot
HD
+$30.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 14%
2 Financials 13.65%
3 Technology 13.02%
4 Consumer Discretionary 11.64%
5 Energy 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RMD icon
226
ResMed
RMD
$30.7B
$686K 0.04%
+15,190
New +$721K
CSGP icon
227
CoStar Group
CSGP
$12.3B
$684K 0.04%
+52,980
New +$600K
MOS icon
228
The Mosaic Company
MOS
$7.33B
$683K 0.04%
+12,699
New +$756K
ZBH icon
229
Zimmer Biomet
ZBH
$18.4B
$678K 0.04%
+9,314
New +$696K
TDW icon
230
Tidewater
TDW
$4.12B
$668K 0.04%
+363
New +$633K
TUP
231
DELISTED
Tupperware Brands Corporation
TUP
$667K 0.04%
+8,599
New +$695K
WPP icon
232
WPP
WPP
$5.94B
$657K 0.04%
+7,690
New +$648K
GVI icon
233
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
$653K 0.04%
+5,947
New +$664K
JCI icon
234
Johnson Controls International
JCI
$92.2B
$652K 0.04%
+17,373
New +$648K
IXJ icon
235
iShares Global Healthcare ETF
IXJ
$4.19B
$639K 0.04%
+17,228
New +$657K
RYL
236
DELISTED
RYLAND GROUP INC
RYL
$631K 0.04%
+15,738
New +$681K
SLH
237
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$628K 0.04%
+11,283
New +$623K
NJ
238
DELISTED
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
$617K 0.04%
+70,400
New +$574K
EFA icon
239
iShares MSCI EAFE ETF
EFA
$80.2B
$605K 0.04%
+10,555
New +$638K
CHKP icon
240
Check Point Software Technologies
CHKP
$13.1B
$601K 0.04%
+12,104
New +$582K
JBHT icon
241
JB Hunt Transport Services
JBHT
$25.2B
$598K 0.04%
+8,280
New +$598K
CBST
242
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$597K 0.04%
+12,367
New +$608K
TTC icon
243
Toro Company
TTC
$9.49B
$596K 0.04%
+26,276
New +$605K
NTT
244
DELISTED
Nippon Telegraph & Telephone
NTT
$585K 0.04%
+22,495
New +$558K
TSCO icon
245
Tractor Supply
TSCO
$18B
$581K 0.04%
+49,420
New +$547K
XLY icon
246
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$579K 0.04%
+20,536
New +$568K
K
247
DELISTED
Kellanova
K
$556K 0.04%
+9,202
New +$555K
EEM icon
248
iShares MSCI Emerging Markets ETF
EEM
$30B
$553K 0.04%
+14,358
New +$596K
WDR
249
DELISTED
Waddell & Reed Financial, Inc.
WDR
$551K 0.04%
+12,659
New +$558K
FNFG
250
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$548K 0.04%
+54,400
New +$518K
8 9
10
11 12

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OSIA
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People's United Financial's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for People's United Financial, which disclosed 750 positions worth $1.54B. Its ten largest holdings account for 24% of the portfolio.

Its largest position is McDonald's: 839,059 shares worth $83.1M.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Financials and Technology.

  • People's United Financial's largest Q2 2013 buy was McDonald's: 839,059 shares worth $83.1M.
  • People's United Financial's ten largest holdings make up 24% of its $1.54B portfolio in Q2 2013.
  • People's United Financial disclosed 750 positions in Q2 2013, its first 13F filing on record.

Based on People's United Financial's 13F filing for Q2 2013, filed 14 Aug 2013.