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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
% 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 | |
|---|---|---|---|---|---|---|
276
Mid-America Apartment Communities
MAA
$15.7B
| $478K | 0.03% |
+7,060
| New | +$486K |
|
277
American Electric Power
AEP
$68.4B
| $472K | 0.03% |
+10,525
| New | +$505K |
|
278
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $469K | 0.03% |
+5,562
| New | +$470K |
|
279
Whirlpool
WHR
$2.82B
| $469K | 0.03% |
+4,101
| New | +$497K |
|
280
FirstEnergy
FE
$27.5B
| $460K | 0.03% |
+12,327
| New | +$518K |
|
|
WCRX
281
DELISTED
WARNER CHILCOTT PLC ORD SHS CL A (IRL)
WCRX
| $460K | 0.03% |
+23,115
| New | +$392K |
|
282
iShares US Healthcare ETF
IYH
$3.71B
| $458K | 0.03% |
+22,875
| New | +$460K |
|
|
MRSH
283
Marsh
MRSH
$91.5B
| $451K | 0.03% |
+11,300
| New | +$442K |
|
284
Yum! Brands
YUM
$41.1B
| $443K | 0.03% |
+8,891
| New | +$440K |
|
285
Gentex
GNTX
$5.07B
| $442K | 0.03% |
+38,358
| New | +$432K |
|
286
Diageo
DEO
$53.6B
| $440K | 0.03% |
+3,825
| New | +$463K |
|
287
Morgan Stanley
MS
$340B
| $440K | 0.03% |
+17,999
| New | +$427K |
|
288
Invesco QQQ Trust
QQQ
$481B
| $440K | 0.03% |
+6,174
| New | +$441K |
|
|
CEB
289
DELISTED
CEB Inc.
CEB
| $440K | 0.03% |
+6,951
| New | +$409K |
|
290
Clorox
CLX
$12.7B
| $439K | 0.03% |
+5,285
| New | +$455K |
|
|
HTSI
291
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
| $439K | 0.03% |
+9,374
| New | +$418K |
|
292
iShares Russell 1000 Growth ETF
IWF
$128B
| $437K | 0.03% |
+24,040
| New | +$440K |
|
293
PPG Industries
PPG
$26.6B
| $434K | 0.03% |
+5,932
| New | +$439K |
|
|
LTM
294
DELISTED
LIFE TIME FITNESS INC
LTM
| $431K | 0.03% |
+8,602
| New | +$409K |
|
295
Royce Value Trust
RVT
$2.3B
| $429K | 0.03% |
+30,699
| New | +$427K |
|
296
Urban Outfitters
URBN
$6.59B
| $426K | 0.03% |
+10,590
| New | +$437K |
|
297
Campbell Soup
CPB
$6.87B
| $422K | 0.03% |
+9,427
| New | +$428K |
|
298
Mastercard
MA
$493B
| $419K | 0.03% |
+7,300
| New | +$406K |
|
299
AvalonBay Communities
AVB
$26.8B
| $416K | 0.03% |
+3,086
| New | +$413K |
|
300
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
| $416K | 0.03% |
+6,785
| New | +$416K |
|
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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.