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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
TJX icon
26
TJX Companies
TJX
$178B
$17.5M 1.14%
+698,350
New +$17.2M
QCOM icon
27
Qualcomm
QCOM
$176B
$17M 1.11%
+279,090
New +$17.8M
USB icon
28
US Bancorp
USB
$99.6B
$17M 1.11%
+470,493
New +$16.1M
PRU icon
29
Prudential Financial
PRU
$41.8B
$16.9M 1.1%
+232,101
New +$15M
WMT icon
30
Walmart Inc
WMT
$890B
$16.7M 1.09%
+673,665
New +$17.3M
DD
31
DELISTED
Du Pont De Nemours E I
DD
$16.6M 1.08%
+333,728
New +$16.8M
MMM icon
32
3M
MMM
$94.3B
$16.3M 1.06%
+178,643
New +$16.2M
CVS icon
33
CVS Health
CVS
$122B
$16.2M 1.05%
+283,428
New +$16.4M
ORCL icon
34
Oracle
ORCL
$423B
$16.2M 1.05%
+527,229
New +$17.5M
TMO icon
35
Thermo Fisher Scientific
TMO
$220B
$16.1M 1.05%
+190,196
New +$15.8M
MSI icon
36
Motorola Solutions
MSI
$77.4B
$15.7M 1.02%
+272,369
New +$16M
COST icon
37
Costco
COST
$420B
$15.2M 0.98%
+137,039
New +$15M
CB
38
DELISTED
CHUBB CORPORATION
CB
$15.1M 0.98%
+178,595
New +$15.6M
OMC icon
39
Omnicom Group
OMC
$23.4B
$15.1M 0.98%
+240,061
New +$14.7M
GIS icon
40
General Mills
GIS
$19.7B
$15M 0.97%
+308,853
New +$15.2M
PM icon
41
Philip Morris
PM
$295B
$14.9M 0.97%
+171,764
New +$16M
ABT icon
42
Abbott
ABT
$187B
$14.6M 0.95%
+417,188
New +$15.3M
COF icon
43
Capital One
COF
$134B
$14.1M 0.92%
+225,227
New +$13.3M
UPS icon
44
United Parcel Service
UPS
$88.9B
$14M 0.91%
+161,737
New +$13.9M
DE icon
45
Deere & Co
DE
$168B
$13.6M 0.89%
+167,954
New +$14.5M
AGN
46
DELISTED
Allergan plc
AGN
$13.4M 0.87%
+106,311
New +$12M
PFE icon
47
Pfizer
PFE
$153B
$12.6M 0.82%
+473,028
New +$13.1M
NEE icon
48
NextEra Energy
NEE
$177B
$12.5M 0.81%
+615,488
New +$12.2M
SLB icon
49
SLB Ltd
SLB
$75B
$12.4M 0.8%
+172,809
New +$12.8M
ITB icon
50
iShares US Home Construction ETF
ITB
$2.35B
$11.8M 0.76%
+525,086
New +$12.5M
1
2
3 4 5

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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.