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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 | |
|---|---|---|---|---|---|---|
|
PX
101
DELISTED
Praxair Inc
PX
| $2.31M | 0.15% |
+20,100
| New | +$2.29M |
|
102
Halliburton
HAL
$26.6B
| $2.3M | 0.15% |
+55,225
| New | +$2.31M |
|
|
TGNA
103
DELISTED
TEGNA Inc
TGNA
| $2.3M | 0.15% |
+179,556
| New | +$2.03M |
|
104
Williams Companies
WMB
$86.1B
| $2.22M | 0.14% |
+68,368
| New | +$2.46M |
|
105
Arrow Financial
AROW
$652M
| $2.12M | 0.14% |
+115,323
| New | +$2.1M |
|
106
Microchip Technology
MCHP
$46B
| $2.12M | 0.14% |
+113,896
| New | +$2.08M |
|
107
Union Pacific
UNP
$174B
| $2.03M | 0.13% |
+26,322
| New | +$1.98M |
|
108
NOV
NOV
$7B
| $1.98M | 0.13% |
+31,849
| New | +$1.96M |
|
109
Goldman Sachs
GS
$303B
| $1.95M | 0.13% |
+12,879
| New | +$1.96M |
|
110
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $1.93M | 0.13% |
+24,113
| New | +$1.95M |
|
111
iShares S&P 500 Value ETF
IVE
$49.8B
| $1.93M | 0.13% |
+25,485
| New | +$1.93M |
|
112
Danaher
DHR
$144B
| $1.9M | 0.12% |
+44,574
| New | +$1.85M |
|
113
Exelon
EXC
$47B
| $1.89M | 0.12% |
+85,983
| New | +$2.09M |
|
|
MON
114
DELISTED
Monsanto Co
MON
| $1.88M | 0.12% |
+19,000
| New | +$1.99M |
|
115
Air Products & Chemicals
APD
$67.6B
| $1.87M | 0.12% |
+22,044
| New | +$1.85M |
|
116
Verisk Analytics
VRSK
$25B
| $1.87M | 0.12% |
+31,259
| New | +$1.87M |
|
117
Waste Management
WM
$91B
| $1.85M | 0.12% |
+45,939
| New | +$1.85M |
|
118
Perrigo
PRGO
$1.78B
| $1.84M | 0.12% |
+15,197
| New | +$1.8M |
|
119
Bank of America
BAC
$442B
| $1.82M | 0.12% |
+141,272
| New | +$1.8M |
|
120
Jacobs Solutions
J
$17B
| $1.79M | 0.12% |
+39,273
| New | +$1.74M |
|
121
Consolidated Edison
ED
$39.9B
| $1.77M | 0.12% |
+30,414
| New | +$1.83M |
|
122
APA Corp
APA
$13.2B
| $1.77M | 0.11% |
+21,074
| New | +$1.67M |
|
123
Stanley Black & Decker
SWK
$15.7B
| $1.74M | 0.11% |
+22,525
| New | +$1.77M |
|
124
iShares S&P 500 Growth ETF
IVW
$77.6B
| $1.74M | 0.11% |
+82,720
| New | +$1.75M |
|
125
Vodafone
VOD
$37.4B
| $1.73M | 0.11% |
+59,068
| New | +$1.76M |
|
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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.