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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 | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$181B
| $4.24M | 0.28% |
+67,181
| New | +$4.24M |
|
77
Novartis
NVS
$297B
| $4.16M | 0.27% |
+65,716
| New | +$4.28M |
|
78
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $4.06M | 0.26% |
+102,296
| New | +$4.16M |
|
79
iShares Russell 1000 ETF
IWB
$50.1B
| $3.99M | 0.26% |
+44,351
| New | +$3.97M |
|
80
iShares Russell Mid-Cap ETF
IWR
$57.4B
| $3.93M | 0.26% |
+121,144
| New | +$3.93M |
|
|
BNY
81
Bank of New York Mellon
BNY
$107B
| $3.79M | 0.25% |
+135,160
| New | +$3.88M |
|
82
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
| $3.72M | 0.24% |
+70,914
| New | +$3.74M |
|
83
Visa
V
$677B
| $3.46M | 0.23% |
+75,804
| New | +$3.32M |
|
|
SRCL
84
DELISTED
Stericycle Inc
SRCL
| $3.19M | 0.21% |
+28,894
| New | +$3.14M |
|
85
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
| $3.14M | 0.2% |
+183,974
| New | +$3.09M |
|
86
Target
TGT
$68B
| $3.09M | 0.2% |
+44,938
| New | +$3.13M |
|
87
Cognizant
CTSH
$26B
| $3.04M | 0.2% |
+97,178
| New | +$3.23M |
|
88
Dominion Energy
D
$59.3B
| $3.02M | 0.2% |
+53,065
| New | +$3.11M |
|
|
SE
89
DELISTED
Spectra Energy Corp Wi
SE
| $3M | 0.2% |
+87,098
| New | +$2.74M |
|
90
Eli Lilly
LLY
$1.06T
| $3M | 0.19% |
+61,037
| New | +$3.32M |
|
91
Southern Company
SO
$107B
| $2.94M | 0.19% |
+66,743
| New | +$3.07M |
|
92
Duke Energy
DUK
$97.3B
| $2.82M | 0.18% |
+41,764
| New | +$2.95M |
|
93
Cummins
CMI
$88.7B
| $2.79M | 0.18% |
+25,729
| New | +$2.92M |
|
94
Sysco
SYY
$40.3B
| $2.71M | 0.18% |
+79,410
| New | +$2.73M |
|
|
SCHW
95
Charles Schwab
SCHW
$187B
| $2.52M | 0.16% |
+118,829
| New | +$2.2M |
|
|
VAR
96
DELISTED
Varian Medical Systems, Inc.
VAR
| $2.46M | 0.16% |
+41,587
| New | +$2.49M |
|
97
Baxter International
BAX
$14.2B
| $2.46M | 0.16% |
+65,363
| New | +$2.5M |
|
98
Norfolk Southern
NSC
$75.1B
| $2.46M | 0.16% |
+33,819
| New | +$2.58M |
|
99
Tapestry
TPR
$32.8B
| $2.44M | 0.16% |
+42,770
| New | +$2.41M |
|
100
Lowe's Companies
LOW
$125B
| $2.37M | 0.15% |
+57,912
| New | +$2.33M |
|
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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.