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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
RYN icon
351
Rayonier
RYN
$6.55B
$267K 0.02%
+7,105
New +$275K
HUB.B
352
DELISTED
HUBBELL INC CL-B
HUB.B
$265K 0.02%
+2,674
New +$259K
DVY icon
353
iShares Select Dividend ETF
DVY
$23.6B
$264K 0.02%
+4,125
New +$267K
LIFE
354
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$264K 0.02%
+3,565
New +$259K
NTG
355
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
$263K 0.02%
+902
New +$259K
BKT icon
356
BlackRock Income Trust
BKT
$341M
$256K 0.02%
+12,491
New +$268K
TEL icon
357
TE Connectivity
TEL
$62.6B
$255K 0.02%
+5,584
New +$245K
PRLB icon
358
Protolabs
PRLB
$2.13B
$252K 0.02%
+3,877
New +$208K
IXC icon
359
iShares Global Energy ETF
IXC
$2.62B
$246K 0.02%
+6,427
New +$256K
STE icon
360
Steris
STE
$23.1B
$246K 0.02%
+5,732
New +$247K
GMCR
361
DELISTED
KEURIG GREEN MTN INC
GMCR
$240K 0.02%
+3,195
New +$216K
BHI
362
DELISTED
Baker Hughes
BHI
$239K 0.02%
+5,176
New +$237K
HTLD icon
363
Heartland Express
HTLD
$956M
$238K 0.02%
+17,215
New +$237K
UMPQ
364
DELISTED
Umpqua Holdings Corp
UMPQ
$238K 0.02%
+15,860
New +$209K
NVDA icon
365
NVIDIA
NVDA
$5.42T
$237K 0.02%
+674,160
New +$233K
LQD icon
366
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$236K 0.02%
+2,073
New +$247K
AMP icon
367
Ameriprise Financial
AMP
$48.8B
$234K 0.02%
+2,895
New +$225K
EEP
368
DELISTED
Enbridge Energy Partners
EEP
$234K 0.02%
+7,690
New +$230K
RBA icon
369
RB Global
RBA
$17.5B
$233K 0.02%
+12,085
New +$245K
TD icon
370
Toronto Dominion Bank
TD
$200B
$233K 0.02%
+5,800
New +$234K
WELL icon
371
Welltower
WELL
$171B
$233K 0.02%
+3,470
New +$247K
TT icon
372
Trane Technologies
TT
$106B
$230K 0.01%
+5,193
New +$231K
SPY icon
373
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$225K 0.01%
+1,402
New +$226K
NDSN icon
374
Nordson
NDSN
$17.3B
$222K 0.01%
+3,200
New +$222K
PH icon
375
Parker-Hannifin
PH
$135B
$217K 0.01%
+2,275
New +$213K
13 14
15
16 17

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IA
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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.