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 %
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
DBC icon
426
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$101K 0.01%
+4,010
New +$105K
B
427
Barrick Mining
B
$73.2B
$99K 0.01%
+6,300
New +$128K
PSK icon
428
State Street SPDR ICE Preferred Securities ETF
PSK
$686M
$99K 0.01%
+2,276
New +$103K
BIV icon
429
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$97K 0.01%
+1,163
New +$101K
RBS.PRH.CL
430
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$97K 0.01%
+4,000
New +$100K
IYE icon
431
iShares US Energy ETF
IYE
$1.7B
$95K 0.01%
+2,125
New +$95.9K
OGE icon
432
OGE Energy
OGE
$9.71B
$95K 0.01%
+2,800
New +$97.4K
BTO
433
John Hancock Financial Opportunities Fund
BTO
$803M
$94K 0.01%
+4,400
New +$92.2K
FFC
434
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$782M
$93K 0.01%
+4,954
New +$99.3K
IGM icon
435
iShares Expanded Tech Sector ETF
IGM
$10.8B
$93K 0.01%
+7,530
New +$93K
META icon
436
Meta Platforms (Facebook)
META
$1.51T
$93K 0.01%
+3,750
New +$96.1K
SPSB icon
437
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$93K 0.01%
+3,055
New +$94K
AA icon
438
Alcoa
AA
$13.2B
$92K 0.01%
+4,909
New +$98.3K
HSBC icon
439
HSBC
HSBC
$356B
$91K 0.01%
+2,039
New +$95.4K
IXG icon
440
iShares Global Financials ETF
IXG
$700M
$90K 0.01%
+1,858
New +$93.2K
HUM icon
441
Humana
HUM
$46.2B
$89K 0.01%
+1,050
New +$82.9K
MDY icon
442
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$89K 0.01%
+425
New +$89.9K
SHW icon
443
Sherwin-Williams
SHW
$89.8B
$88K 0.01%
+1,500
New +$90.5K
ICE icon
444
Intercontinental Exchange
ICE
$84.4B
$86K 0.01%
+2,410
New +$80.8K
NOC icon
445
Northrop Grumman
NOC
$81.2B
$83K 0.01%
+1,000
New +$77.8K
FPX icon
446
First Trust US Equity Opportunities ETF
FPX
$1.49B
$81K 0.01%
+2,250
New +$80.7K
HYD icon
447
VanEck High Yield Muni ETF
HYD
$4.4B
$81K 0.01%
+1,319
New +$85.6K
VNO icon
448
Vornado Realty Trust
VNO
$7.38B
$81K 0.01%
+1,333
New +$82.4K
L icon
449
Loews
L
$23.6B
$80K 0.01%
+1,800
New +$80.6K
MUB icon
450
iShares National Muni Bond ETF
MUB
$45.9B
$79K 0.01%
+750
New +$82.1K
16 17
18
19 20

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.