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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 | |
|---|---|---|---|---|---|---|
|
RAI
126
DELISTED
Reynolds American Inc
RAI
| $1.73M | 0.11% |
+71,344
| New | +$1.69M |
|
127
Ford
F
$55.7B
| $1.72M | 0.11% |
+111,082
| New | +$1.59M |
|
|
PPL
128
PPL Corp
PPL
$26.7B
| $1.7M | 0.11% |
+60,419
| New | +$1.75M |
|
129
MetLife
MET
$62.1B
| $1.67M | 0.11% |
+40,950
| New | +$1.51M |
|
130
Freeport-McMoran
FCX
$97.5B
| $1.64M | 0.11% |
+59,384
| New | +$1.81M |
|
131
Booking.com
BKNG
$161B
| $1.64M | 0.11% |
+49,500
| New | +$1.51M |
|
132
Cincinnati Financial
CINF
$27.1B
| $1.61M | 0.1% |
+35,048
| New | +$1.67M |
|
133
iShares Core S&P 500 ETF
IVV
$904B
| $1.59M | 0.1% |
+9,882
| New | +$1.6M |
|
134
Eaton
ETN
$174B
| $1.58M | 0.1% |
+23,943
| New | +$1.51M |
|
135
Aflac
AFL
$62.6B
| $1.57M | 0.1% |
+54,204
| New | +$1.47M |
|
136
Truist Financial
TFC
$64B
| $1.57M | 0.1% |
+46,349
| New | +$1.48M |
|
137
Monster Beverage
MNST
$88.5B
| $1.53M | 0.1% |
+151,068
| New | +$1.42M |
|
138
Comcast
CMCSA
$90B
| $1.52M | 0.1% |
+72,884
| New | +$1.51M |
|
|
KMP
139
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $1.51M | 0.1% |
+17,698
| New | +$1.54M |
|
|
WBA
140
DELISTED
Walgreens Boots Alliance
WBA
| $1.51M | 0.1% |
+34,084
| New | +$1.66M |
|
|
PCL
141
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $1.5M | 0.1% |
+32,075
| New | +$1.61M |
|
|
RDS.A
142
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $1.49M | 0.1% |
+25,000
| New | +$1.55M |
|
143
iShares US Basic Materials ETF
IYM
$1.02B
| $1.44M | 0.09% |
+21,490
| New | +$1.5M |
|
144
Paychex
PAYX
$42.7B
| $1.44M | 0.09% |
+39,381
| New | +$1.45M |
|
145
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
| $1.41M | 0.09% |
+74,774
| New | +$1.47M |
|
146
Cencora
COR
$61.2B
| $1.4M | 0.09% |
+25,147
| New | +$1.36M |
|
|
CELG
147
DELISTED
Celgene Corp
CELG
| $1.4M | 0.09% |
+23,974
| New | +$1.44M |
|
148
Accenture
ACN
$108B
| $1.36M | 0.09% |
+18,949
| New | +$1.51M |
|
149
Cinemark Holdings
CNK
$4.32B
| $1.31M | 0.09% |
+47,098
| New | +$1.38M |
|
150
Becton Dickinson
BDX
$48.2B
| $1.31M | 0.09% |
+13,597
| New | +$1.3M |
|
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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.