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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
HOG icon
551
Harley-Davidson
HOG
$2.71B
$26K ﹤0.01%
+471
New +$25.5K
IWD icon
552
iShares Russell 1000 Value ETF
IWD
$83.9B
$26K ﹤0.01%
+305
New +$25.4K
XEL icon
553
Xcel Energy
XEL
$48.8B
$26K ﹤0.01%
+932
New +$27.9K
VIAB
554
DELISTED
Viacom Inc. Class B
VIAB
$26K ﹤0.01%
+387
New +$25.8K
DKS icon
555
Dick's Sporting Goods
DKS
$18.7B
$25K ﹤0.01%
+500
New +$25K
IJR icon
556
iShares Core S&P Small-Cap ETF
IJR
$112B
$25K ﹤0.01%
+560
New +$24.8K
NYX
557
DELISTED
NYSE EURONEXT INC
NYX
$25K ﹤0.01%
+600
New +$23.8K
AWR icon
558
American States Water
AWR
$3.46B
$24K ﹤0.01%
+900
New +$24.5K
EWC icon
559
iShares MSCI Canada ETF
EWC
$6.46B
$24K ﹤0.01%
+914
New +$25.2K
LUV icon
560
Southwest Airlines
LUV
$23B
$24K ﹤0.01%
+1,825
New +$24.9K
VWO icon
561
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$24K ﹤0.01%
+623
New +$26.1K
HSP
562
DELISTED
HOSPIRA INC
HSP
$24K ﹤0.01%
+630
New +$21.3K
ETR icon
563
Entergy
ETR
$50B
$23K ﹤0.01%
+660
New +$22.7K
FAST icon
564
Fastenal
FAST
$59.5B
$23K ﹤0.01%
+2,000
New +$24.5K
PBJ icon
565
Invesco Food & Beverage ETF
PBJ
$107M
$23K ﹤0.01%
+929
New +$22.3K
PRTA icon
566
Prothena Corp
PRTA
$450M
$23K ﹤0.01%
+1,754
New +$16.3K
STJ
567
DELISTED
St Jude Medical
STJ
$23K ﹤0.01%
+500
New +$21.7K
ALE
568
DELISTED
Allete
ALE
$22K ﹤0.01%
+432
New +$21.4K
FLR icon
569
Fluor
FLR
$7.96B
$22K ﹤0.01%
+375
New +$22.8K
SIRI icon
570
SiriusXM
SIRI
$10.1B
$22K ﹤0.01%
+660
New +$21.7K
VALE icon
571
Vale
VALE
$62.6B
$22K ﹤0.01%
+1,710
New +$26.9K
FON
572
DELISTED
SPRINT CORP FON COM
FON
$22K ﹤0.01%
+3,086
New +$22K
AGNC icon
573
AGNC Investment
AGNC
$12.9B
$21K ﹤0.01%
+900
New +$26K
IYZ icon
574
iShares US Telecommunications ETF
IYZ
$1.23B
$21K ﹤0.01%
+800
New +$20.9K
BBBY
575
DELISTED
Bed Bath & Beyond Inc
BBBY
$21K ﹤0.01%
+300
New +$20.4K
21 22
23
24 25

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BAM
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ACI
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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.