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
+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
% of AUM
100.25%
Top 10 Holdings %
Top 10 Hldgs %
23.67%
Holding
750
New
750
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
McDonald's
MCD
|
+$84M |
| 2 |
ExxonMobil
XOM
|
+$56.3M |
| 3 |
Chevron
CVX
|
+$38.5M |
| 4 |
Apple
AAPL
|
+$30.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
SHPG
251
DELISTED
Shire pic
SHPG
| $548K | 0.04% |
+5,758
| New | +$540K |
|
252
Blackbaud
BLKB
$2.08B
| $545K | 0.04% |
+16,720
| New | +$507K |
|
253
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
| $545K | 0.04% |
+26,780
| New | +$546K |
|
254
L3Harris
LHX
$53.4B
| $537K | 0.03% |
+10,902
| New | +$518K |
|
|
CATM
255
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $537K | 0.03% |
+19,446
| New | +$549K |
|
|
RTN
256
DELISTED
Raytheon Company
RTN
| $532K | 0.03% |
+8,046
| New | +$509K |
|
257
General Dynamics
GD
$106B
| $525K | 0.03% |
+6,702
| New | +$499K |
|
258
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
| $523K | 0.03% |
+65,464
| New | +$571K |
|
259
Rockwell Automation
ROK
$49B
| $523K | 0.03% |
+6,298
| New | +$544K |
|
260
Newell Brands
NWL
$2.56B
| $517K | 0.03% |
+19,700
| New | +$523K |
|
|
HIBB
261
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $514K | 0.03% |
+9,255
| New | +$522K |
|
262
Ametek
AME
$58.2B
| $505K | 0.03% |
+11,945
| New | +$499K |
|
263
Nike
NKE
$61.9B
| $505K | 0.03% |
+15,840
| New | +$493K |
|
|
FISV
264
Fiserv Inc
FISV
$27.9B
| $504K | 0.03% |
+23,052
| New | +$506K |
|
|
LINE
265
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
| $504K | 0.03% |
+15,195
| New | +$542K |
|
266
Group 1 Automotive
GPI
$3.18B
| $502K | 0.03% |
+7,800
| New | +$483K |
|
267
Travelers Companies
TRV
$80.2B
| $500K | 0.03% |
+6,261
| New | +$526K |
|
268
Lumen
LUMN
$6.44B
| $499K | 0.03% |
+14,119
| New | +$513K |
|
269
Zebra Technologies
ZBRA
$17.8B
| $496K | 0.03% |
+11,409
| New | +$519K |
|
270
AptarGroup
ATR
$8.61B
| $495K | 0.03% |
+8,975
| New | +$505K |
|
271
Glacier Bancorp
GBCI
$6.35B
| $495K | 0.03% |
+22,280
| New | +$429K |
|
272
Lincoln Electric
LECO
$15.4B
| $494K | 0.03% |
+8,633
| New | +$482K |
|
273
National Health Investors
NHI
$3.65B
| $492K | 0.03% |
+8,226
| New | +$533K |
|
274
Expeditors International
EXPD
$23.2B
| $487K | 0.03% |
+12,800
| New | +$479K |
|
275
Cigna
CI
$74.6B
| $481K | 0.03% |
+6,637
| New | +$447K |
|
Similar funds
IA
SCC
BAM
ACI
ACM
PP
MXM
OSIA
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.