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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
SPLS
301
DELISTED
Staples Inc
SPLS
$406K 0.03%
+25,542
New +$366K
MKC icon
302
McCormick & Company Non-Voting
MKC
$14.2B
$405K 0.03%
+11,510
New +$414K
HMSY
303
DELISTED
HMS Holdings Corp.
HMSY
$404K 0.03%
+17,338
New +$429K
DVN icon
304
Devon Energy
DVN
$47.3B
$403K 0.03%
+7,756
New +$432K
SPN
305
DELISTED
Superior Energy Services, Inc.
SPN
$401K 0.03%
+1,545
New +$411K
WBS icon
306
Webster Financial
WBS
$12.8B
$399K 0.03%
+15,554
New +$367K
RBC icon
307
RBC Bearings
RBC
$18B
$398K 0.03%
+7,657
New +$377K
UIL
308
DELISTED
UIL HOLDINGS
UIL
$398K 0.03%
+10,400
New +$414K
AVT icon
309
Avnet
AVT
$7.92B
$390K 0.03%
+11,600
New +$388K
COV
310
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$384K 0.03%
+6,898
New +$399K
FIRE
311
DELISTED
SOURCEFIRE INC COM STK
FIRE
$383K 0.02%
+6,887
New +$372K
MN
312
DELISTED
MANNING & NAPIER, INC.
MN
$382K 0.02%
+21,510
New +$391K
MAT icon
313
Mattel
MAT
$4.23B
$380K 0.02%
+8,401
New +$376K
CBI
314
DELISTED
Chicago Bridge & Iron Nv
CBI
$379K 0.02%
+6,360
New +$369K
FRC
315
DELISTED
First Republic Bank
FRC
$376K 0.02%
+9,768
New +$374K
ECL icon
316
Ecolab
ECL
$79.9B
$373K 0.02%
+4,372
New +$369K
ES icon
317
Eversource Energy
ES
$27.2B
$373K 0.02%
+8,884
New +$384K
VBK icon
318
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$371K 0.02%
+3,600
New +$364K
IJH icon
319
iShares Core S&P Mid-Cap ETF
IJH
$127B
$369K 0.02%
+15,970
New +$371K
TYY
320
DELISTED
TORTOISE ENERGY CAPITAL CORP
TYY
$365K 0.02%
+10,550
New +$350K
XLI icon
321
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$357K 0.02%
+8,376
New +$356K
SLF icon
322
Sun Life Financial
SLF
$45.4B
$354K 0.02%
+11,935
New +$340K
IJK icon
323
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$348K 0.02%
+10,808
New +$351K
SCL icon
324
Stepan Co
SCL
$1.48B
$348K 0.02%
+6,259
New +$354K
NGVC icon
325
Vitamin Cottage Natural Grocers
NGVC
$654M
$343K 0.02%
+11,055
New +$299K
11 12
13
14 15

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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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.