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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
ELV icon
501
Elevance Health
ELV
$85.5B
$44K ﹤0.01%
+534
New +$40K
HTO
502
H2O America
HTO
$2.62B
$44K ﹤0.01%
+1,692
New +$44.5K
VMC icon
503
Vulcan Materials
VMC
$36.9B
$44K ﹤0.01%
+900
New +$46.2K
BHC icon
504
Bausch Health
BHC
$2.34B
$43K ﹤0.01%
+500
New +$39.4K
EIX icon
505
Edison International
EIX
$26.4B
$43K ﹤0.01%
+900
New +$44.4K
IJJ icon
506
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$43K ﹤0.01%
+840
New +$42.5K
KEY icon
507
KeyCorp
KEY
$24.4B
$43K ﹤0.01%
+3,900
New +$40.1K
PWB icon
508
Invesco Large Cap Growth ETF
PWB
$2.41B
$43K ﹤0.01%
+2,000
New +$43.1K
RIG icon
509
Transocean
RIG
$5.82B
$43K ﹤0.01%
+887
New +$45.2K
HOT
510
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$43K ﹤0.01%
+683
New +$44.4K
NS
511
DELISTED
NuStar Energy L.P.
NS
$42K ﹤0.01%
+925
New +$45.6K
NIO
512
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$42K ﹤0.01%
+3,000
New +$43.8K
AB icon
513
AllianceBernstein
AB
$3.47B
$40K ﹤0.01%
+1,925
New +$45.6K
CF icon
514
CF Industries
CF
$17.3B
$39K ﹤0.01%
+1,125
New +$42K
VEA icon
515
Vanguard FTSE Developed Markets ETF
VEA
$237B
$38K ﹤0.01%
+1,067
New +$39.9K
VLO icon
516
Valero Energy
VLO
$85.9B
$38K ﹤0.01%
+1,100
New +$41.9K
VO icon
517
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$38K ﹤0.01%
+1,600
New +$37.9K
TR icon
518
Tootsie Roll Industries
TR
$2.98B
$37K ﹤0.01%
+1,712
New +$36.4K
EWA icon
519
iShares MSCI Australia ETF
EWA
$1.48B
$36K ﹤0.01%
+1,600
New +$41.3K
SNY icon
520
Sanofi
SNY
$104B
$36K ﹤0.01%
+690
New +$36.8K
SLA
521
DELISTED
AMERICAN SELECT PTFL INC
SLA
$36K ﹤0.01%
+3,500
New +$37K
DINO icon
522
HF Sinclair
DINO
$14.5B
$35K ﹤0.01%
+825
New +$39.4K
RL icon
523
Ralph Lauren
RL
$23.6B
$35K ﹤0.01%
+200
New +$35.2K
AMZN icon
524
Amazon
AMZN
$2.96T
$34K ﹤0.01%
+2,460
New +$32.8K
BKN
525
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$34K ﹤0.01%
+2,289
New +$35.8K
19 20
21
22 23

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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.