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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
LAZ icon
476
Lazard
LAZ
$4.16B
$60K ﹤0.01%
+1,860
New +$62.2K
DBB icon
477
Invesco DB Base Metals Fund
DBB
$318M
$59K ﹤0.01%
+3,675
New +$62.5K
PSA icon
478
Public Storage
PSA
$60.8B
$59K ﹤0.01%
+384
New +$60.5K
TSM icon
479
TSMC
TSM
$2.17T
$59K ﹤0.01%
+3,235
New +$59.6K
BPT
480
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$58K ﹤0.01%
+600
New +$51.5K
APC
481
DELISTED
Anadarko Petroleum
APC
$58K ﹤0.01%
+678
New +$58.4K
VHT icon
482
Vanguard Health Care ETF
VHT
$19B
$57K ﹤0.01%
+663
New +$57.2K
EVT icon
483
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
$55K ﹤0.01%
+3,000
New +$56.7K
UGI icon
484
UGI
UGI
$7.29B
$55K ﹤0.01%
+2,100
New +$55.3K
HPQ icon
485
HP
HPQ
$27.3B
$54K ﹤0.01%
+4,807
New +$49.1K
PCG icon
486
PG&E
PCG
$37.5B
$53K ﹤0.01%
+1,166
New +$53.8K
TYC
487
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$52K ﹤0.01%
+1,516
New +$52K
DCOM icon
488
Dime Commercial Bancshares
DCOM
$1.77B
$51K ﹤0.01%
+2,250
New +$47.8K
ISRG icon
489
Intuitive Surgical
ISRG
$139B
$51K ﹤0.01%
+900
New +$49.6K
NI icon
490
NiSource
NI
$20B
$51K ﹤0.01%
+4,545
New +$52.6K
MYD
491
DELISTED
BlackRock MuniYield Fund
MYD
$50K ﹤0.01%
+3,419
New +$53.3K
TBT icon
492
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$310M
$50K ﹤0.01%
+687
New +$44.8K
UTX.PRA
493
DELISTED
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
$50K ﹤0.01%
+850
New +$50.9K
IDA icon
494
Idacorp
IDA
$8.08B
$48K ﹤0.01%
+1,000
New +$48.1K
TFI icon
495
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$47K ﹤0.01%
+1,025
New +$48.9K
NE
496
DELISTED
Noble Corporation
NE
$46K ﹤0.01%
+1,401
New +$46.9K
AZO icon
497
AutoZone
AZO
$50.1B
$45K ﹤0.01%
+106
New +$43.2K
CAH icon
498
Cardinal Health
CAH
$55.5B
$45K ﹤0.01%
+950
New +$43.4K
SDY icon
499
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$45K ﹤0.01%
+675
New +$45.5K
CCI icon
500
Crown Castle
CCI
$31.3B
$44K ﹤0.01%
+608
New +$44.6K
18 19
20
21 22

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SCC
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BAM
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ACI
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ACM
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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.