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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 | |
|---|---|---|---|---|---|---|
151
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
| $1.3M | 0.08% |
+33,248
| New | +$1.32M |
|
|
PARA
152
DELISTED
Paramount Global Class B
PARA
| $1.3M | 0.08% |
+26,518
| New | +$1.21M |
|
153
Medtronic
MDT
$112B
| $1.28M | 0.08% |
+24,958
| New | +$1.23M |
|
|
TWC
154
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $1.27M | 0.08% |
+11,285
| New | +$1.09M |
|
155
AstraZeneca
AZN
$250B
| $1.24M | 0.08% |
+26,099
| New | +$1.33M |
|
156
DuPont de Nemours
DD
$19.2B
| $1.21M | 0.08% |
+14,817
| New | +$1.25M |
|
157
Enterprise Products Partners
EPD
$81.7B
| $1.2M | 0.08% |
+38,734
| New | +$1.17M |
|
158
Biglari Holdings Class B
BH
$1.21B
| $1.2M | 0.08% |
+5,093
| New | +$1.16M |
|
159
FedEx
FDX
$75.4B
| $1.2M | 0.08% |
+12,176
| New | +$1.18M |
|
160
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
| $1.2M | 0.08% |
+62,506
| New | +$1.24M |
|
161
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
| $1.2M | 0.08% |
+12,782
| New | +$1.18M |
|
162
Public Service Enterprise Group
PEG
$37.7B
| $1.19M | 0.08% |
+36,538
| New | +$1.25M |
|
163
Mondelez International
MDLZ
$79.9B
| $1.19M | 0.08% |
+41,661
| New | +$1.27M |
|
164
Suncor Energy
SU
$70.3B
| $1.18M | 0.08% |
+40,091
| New | +$1.21M |
|
165
VF Corp
VFC
$5.89B
| $1.18M | 0.08% |
+25,853
| New | +$1.1M |
|
|
CNL
166
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $1.17M | 0.08% |
+25,265
| New | +$1.18M |
|
167
Allstate
ALL
$67.5B
| $1.17M | 0.08% |
+24,359
| New | +$1.19M |
|
|
TWX
168
DELISTED
Time Warner Inc
TWX
| $1.17M | 0.08% |
+21,093
| New | +$1.19M |
|
|
HES
169
DELISTED
Hess
HES
| $1.17M | 0.08% |
+17,566
| New | +$1.22M |
|
170
Corning
GLW
$143B
| $1.16M | 0.08% |
+81,733
| New | +$1.19M |
|
171
Citigroup
C
$226B
| $1.15M | 0.07% |
+24,027
| New | +$1.16M |
|
|
GPOR
172
DELISTED
Gulfport Energy Corp.
GPOR
| $1.15M | 0.07% |
+24,422
| New | +$1.2M |
|
173
Middleby
MIDD
$6.08B
| $1.14M | 0.07% |
+20,058
| New | +$1.05M |
|
174
Hershey
HSY
$36.6B
| $1.13M | 0.07% |
+12,600
| New | +$1.11M |
|
175
Kohl's
KSS
$2.19B
| $1.13M | 0.07% |
+22,278
| New | +$1.1M |
|
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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.