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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
JWN
526
DELISTED
Nordstrom
JWN
$34K ﹤0.01%
+575
New +$33.3K
XYL icon
527
Xylem
XYL
$28.1B
$34K ﹤0.01%
+1,272
New +$35.1K
ASH icon
528
Ashland
ASH
$3.5B
$33K ﹤0.01%
+818
New +$34.1K
BBWI icon
529
Bath & Body Works
BBWI
$4.1B
$33K ﹤0.01%
+835
New +$33.7K
PETM
530
DELISTED
PETSMART INC
PETM
$33K ﹤0.01%
+500
New +$33.7K
HQH
531
abrdn Healthcare Investors
HQH
$1.32B
$32K ﹤0.01%
+1,425
New +$30.3K
SPXC icon
532
SPX Corp
SPXC
$10.8B
$32K ﹤0.01%
+1,787
New +$34K
UL icon
533
Unilever
UL
$136B
$32K ﹤0.01%
+711
New +$33.8K
ADT
534
DELISTED
ADT Corp
ADT
$32K ﹤0.01%
+792
New +$33.7K
IWC icon
535
iShares Micro-Cap ETF
IWC
$1.5B
$31K ﹤0.01%
+500
New +$29.9K
VLY icon
536
Valley National Bancorp
VLY
$8.04B
$31K ﹤0.01%
+3,256
New +$30.4K
GAP
537
The Gap Inc
GAP
$7.37B
$31K ﹤0.01%
+750
New +$29.5K
DNKN
538
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$31K ﹤0.01%
+724
New +$29.2K
INTU icon
539
Intuit
INTU
$89B
$30K ﹤0.01%
+490
New +$29.6K
LLL
540
DELISTED
L3 Technologies, Inc.
LLL
$30K ﹤0.01%
+350
New +$29.3K
ABB
541
DELISTED
ABB Ltd
ABB
$29K ﹤0.01%
+1,350
New +$29.9K
BR icon
542
Broadridge
BR
$19B
$28K ﹤0.01%
+1,047
New +$26.9K
GM icon
543
General Motors
GM
$76.8B
$28K ﹤0.01%
+828
New +$26.2K
NTC
544
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$28K ﹤0.01%
+2,100
New +$29K
CTWS
545
DELISTED
Connecticut Water Service Inc
CTWS
$28K ﹤0.01%
+985
New +$28.2K
COL
546
DELISTED
Rockwell Collins
COL
$28K ﹤0.01%
+448
New +$28.6K
CAM
547
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$28K ﹤0.01%
+450
New +$28K
IYC icon
548
iShares US Consumer Discretionary ETF
IYC
$1.23B
$27K ﹤0.01%
+1,036
New +$26.3K
SRE icon
549
Sempra
SRE
$54.8B
$27K ﹤0.01%
+666
New +$27.1K
BALL icon
550
Ball Corp
BALL
$16.8B
$26K ﹤0.01%
+1,250
New +$28.1K
20 21
22
23 24

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ACI
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ACM
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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.