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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
HLIT icon
401
Harmonic Inc
HLIT
$1.28B
$140K 0.01%
+22,130
New +$132K
IYR icon
402
iShares US Real Estate ETF
IYR
$4.57B
$140K 0.01%
+2,100
New +$148K
CERN
403
DELISTED
Cerner Corp
CERN
$140K 0.01%
+2,910
New +$139K
IWP icon
404
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$135K 0.01%
+3,772
New +$135K
UNM icon
405
Unum
UNM
$14.3B
$135K 0.01%
+4,600
New +$128K
DNP icon
406
DNP Select Income Fund
DNP
$4.09B
$134K 0.01%
+13,616
New +$140K
VBR icon
407
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$132K 0.01%
+1,577
New +$131K
ADM icon
408
Archer Daniels Midland
ADM
$36.9B
$130K 0.01%
+3,838
New +$128K
GGG icon
409
Graco
GGG
$13.5B
$126K 0.01%
+5,985
New +$121K
DNB
410
DELISTED
Dun & Bradstreet
DNB
$123K 0.01%
+1,260
New +$117K
HUB.A
411
DELISTED
HUBBELL INC CL-A
HUB.A
$122K 0.01%
+1,350
New +$117K
IYJ icon
412
iShares US Industrials ETF
IYJ
$1.95B
$119K 0.01%
+2,860
New +$118K
MCO icon
413
Moody's
MCO
$82.7B
$118K 0.01%
+1,940
New +$118K
VIG icon
414
Vanguard Dividend Appreciation ETF
VIG
$114B
$118K 0.01%
+1,784
New +$120K
RPG icon
415
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$115K 0.01%
+9,900
New +$114K
IWO icon
416
iShares Russell 2000 Growth ETF
IWO
$15B
$114K 0.01%
+1,025
New +$112K
MAR icon
417
Marriott International
MAR
$92.3B
$112K 0.01%
+2,765
New +$115K
SJM icon
418
J.M. Smucker
SJM
$12.8B
$112K 0.01%
+1,081
New +$110K
GLD icon
419
SPDR Gold Trust
GLD
$142B
$111K 0.01%
+930
New +$127K
NUE icon
420
Nucor
NUE
$62.1B
$111K 0.01%
+2,560
New +$114K
REM icon
421
iShares Mortgage Real Estate ETF
REM
$543M
$110K 0.01%
+2,182
New +$127K
CMG icon
422
Chipotle Mexican Grill
CMG
$41.5B
$106K 0.01%
+14,500
New +$104K
FXH icon
423
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$106K 0.01%
+2,675
New +$105K
MOO icon
424
VanEck Agribusiness ETF
MOO
$973M
$104K 0.01%
+2,025
New +$108K
PFF icon
425
iShares Preferred and Income Securities ETF
PFF
$13.2B
$103K 0.01%
+2,617
New +$105K
15 16
17
18 19

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SCC
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BAM
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ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.