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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
% of AUM
100.25%
Top 10 Holdings %
Top 10 Hldgs %
23.67%
Holding
750
New
750
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
McDonald's
MCD
|
+$84M |
| 2 |
ExxonMobil
XOM
|
+$56.3M |
| 3 |
Chevron
CVX
|
+$38.5M |
| 4 |
Apple
AAPL
|
+$30.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
AGN
51
DELISTED
Allergan Inc
AGN
| $11.6M | 0.75% |
+137,747
| New | +$14.3M |
|
52
Dover
DOV
$28.4B
| $11.5M | 0.75% |
+221,784
| New | +$11.1M |
|
53
Occidental Petroleum
OXY
$55.9B
| $10.4M | 0.68% |
+121,725
| New | +$10.3M |
|
54
PepsiCo
PEP
$190B
| $9.84M | 0.64% |
+120,335
| New | +$9.83M |
|
55
Cisco
CSCO
$479B
| $9.29M | 0.6% |
+381,792
| New | +$8.59M |
|
56
Berkshire Hathaway Class B
BRK.B
$1.13T
| $8.71M | 0.57% |
+77,788
| New | +$8.56M |
|
57
Coca-Cola
KO
$375B
| $8.56M | 0.56% |
+213,495
| New | +$8.84M |
|
58
iShares TIPS Bond ETF
TIP
$14.5B
| $8.09M | 0.53% |
+72,192
| New | +$8.54M |
|
59
UnitedHealth
UNH
$370B
| $7.72M | 0.5% |
+117,902
| New | +$7.34M |
|
60
Bristol-Myers Squibb
BMY
$132B
| $7.64M | 0.5% |
+171,007
| New | +$7.42M |
|
61
Phillips 66
PSX
$81.4B
| $7.54M | 0.49% |
+127,916
| New | +$8.04M |
|
62
eBay
EBAY
$49.8B
| $7.25M | 0.47% |
+332,989
| New | +$7.55M |
|
|
63
Berkshire Hathaway Class A
BRK.A
$1.12T
| $7.08M | 0.46% |
+42
| New | +$6.93M |
|
64
Colgate-Palmolive
CL
$74.4B
| $6.76M | 0.44% |
+117,994
| New | +$7M |
|
65
Automatic Data Processing
ADP
$108B
| $6.48M | 0.42% |
+107,244
| New | +$6.4M |
|
66
Amgen
AMGN
$222B
| $6.24M | 0.41% |
+63,230
| New | +$6.56M |
|
67
Merck
MRK
$318B
| $5.89M | 0.38% |
+132,875
| New | +$5.93M |
|
68
American Express
AXP
$230B
| $5.88M | 0.38% |
+78,605
| New | +$5.59M |
|
69
Kimberly-Clark
KMB
$36.5B
| $5.16M | 0.34% |
+55,442
| New | +$5.35M |
|
70
Honeywell
HON
$78B
| $5.13M | 0.33% |
+71,991
| New | +$4.96M |
|
71
Emerson Electric
EMR
$88.3B
| $5.12M | 0.33% |
+93,810
| New | +$5.28M |
|
72
Altria Group
MO
$114B
| $5.1M | 0.33% |
+145,904
| New | +$5.24M |
|
73
AbbVie
ABBV
$435B
| $4.81M | 0.31% |
+116,278
| New | +$5.09M |
|
74
Caterpillar
CAT
$387B
| $4.58M | 0.3% |
+55,580
| New | +$4.73M |
|
75
CSX Corp
CSX
$93.1B
| $4.25M | 0.28% |
+550,482
| New | +$4.51M |
|
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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.