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
OKS
451
DELISTED
Oneok Partners LP
OKS
$79K 0.01%
+1,600
New +$84.1K
PCEF icon
452
Invesco CEF Income Composite ETF
PCEF
$813M
$78K 0.01%
+3,156
New +$81.2K
IXP icon
453
iShares Global Comm Services ETF
IXP
$572M
$77K 0.01%
+1,298
New +$80.2K
BPL
454
DELISTED
Buckeye Partners, L.P.
BPL
$77K 0.01%
+1,100
New +$71.5K
PNC icon
455
PNC Financial Services
PNC
$101B
$76K ﹤0.01%
+1,040
New +$72K
CHK
456
DELISTED
Chesapeake Energy Corporation
CHK
$76K ﹤0.01%
+20
New +$76.8K
ACG
457
DELISTED
AllianceBernstein Income Fund Inc
ACG
$75K ﹤0.01%
+10,000
New +$80.2K
TEF
458
DELISTED
Telefonica
TEF
$73K ﹤0.01%
+7,753
New +$78.8K
AMAT icon
459
Applied Materials
AMAT
$428B
$72K ﹤0.01%
+4,800
New +$69.7K
EWZ icon
460
iShares MSCI Brazil ETF
EWZ
$8.95B
$72K ﹤0.01%
+1,650
New +$85.7K
OEF icon
461
iShares S&P 100 ETF
OEF
$20.5B
$70K ﹤0.01%
+972
New +$70.6K
SCHE icon
462
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$70K ﹤0.01%
+3,010
New +$75K
IWN icon
463
iShares Russell 2000 Value ETF
IWN
$14.6B
$69K ﹤0.01%
+800
New +$67.8K
IJT icon
464
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$68K ﹤0.01%
+1,400
New +$66.6K
SVC
465
Service Properties Trust
SVC
$1.07B
$68K ﹤0.01%
+524
New +$73.8K
LMT icon
466
Lockheed Martin
LMT
$136B
$65K ﹤0.01%
+596
New +$60.9K
MBB icon
467
iShares MBS ETF
MBB
$39.1B
$64K ﹤0.01%
+605
New +$64.7K
SCG
468
DELISTED
Scana
SCG
$64K ﹤0.01%
+1,300
New +$66.9K
FTR
469
DELISTED
Frontier Communications Corp.
FTR
$64K ﹤0.01%
+1,047
New +$64.8K
EQT icon
470
EQT Corp
EQT
$32.3B
$63K ﹤0.01%
+1,470
New +$60.4K
HIG icon
471
Hartford Financial Services
HIG
$39.3B
$63K ﹤0.01%
+2,033
New +$58.6K
YHOO
472
DELISTED
Yahoo Inc
YHOO
$63K ﹤0.01%
+2,500
New +$63.4K
APH icon
473
Amphenol
APH
$209B
$62K ﹤0.01%
+6,400
New +$61.3K
NYT icon
474
New York Times
NYT
$10.2B
$62K ﹤0.01%
+5,588
New +$55K
WIN
475
DELISTED
Windstream Holdings Inc
WIN
$61K ﹤0.01%
+1,016
New +$66.2K
17 18
19
20 21

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.