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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 %
100.25%
Top 10 Hldgs %
23.67%
Holding
750
New
750
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$84M
2
XOM icon
ExxonMobil
XOM
+$56.3M
3
CVX icon
Chevron
CVX
+$38.5M
4
AAPL icon
Apple
AAPL
+$30.7M
5
HD icon
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
MRO
176
DELISTED
Marathon Oil Corporation
MRO
$1.1M 0.07%
+31,695
New +$1.07M
RDS.B
177
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$1.09M 0.07%
+16,399
New +$1.12M
XLK icon
178
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.07M 0.07%
+70,270
New +$1.09M
SYK icon
179
Stryker
SYK
$130B
$1.07M 0.07%
+16,504
New +$1.1M
MPC icon
180
Marathon Petroleum
MPC
$83.7B
$1.04M 0.07%
+29,408
New +$1.17M
SNDK
181
DELISTED
SANDISK CORP
SNDK
$1.04M 0.07%
+17,090
New +$975K
BP icon
182
BP
BP
$107B
$1.04M 0.07%
+30,421
New +$1.06M
IWM icon
183
iShares Russell 2000 ETF
IWM
$83B
$988K 0.06%
+10,190
New +$973K
KRFT
184
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$985K 0.06%
+17,621
New +$945K
DOC icon
185
Healthpeak Properties
DOC
$14.8B
$961K 0.06%
+23,214
New +$1.06M
AET
186
DELISTED
Aetna Inc
AET
$961K 0.06%
+15,121
New +$888K
IT icon
187
Gartner
IT
$11.7B
$957K 0.06%
+16,781
New +$952K
AIG icon
188
American International
AIG
$41.3B
$956K 0.06%
+21,398
New +$918K
SBNY
189
DELISTED
Signature Bank
SBNY
$952K 0.06%
+11,461
New +$884K
ADI icon
190
Analog Devices
ADI
$190B
$942K 0.06%
+20,907
New +$941K
BEAM
191
DELISTED
BEAM INC COM STK (DE)
BEAM
$931K 0.06%
+14,760
New +$957K
TROW icon
192
T. Rowe Price
TROW
$24.3B
$912K 0.06%
+12,464
New +$931K
A icon
193
Agilent Technologies
A
$41.2B
$911K 0.06%
+29,769
New +$925K
GSK icon
194
GSK
GSK
$106B
$879K 0.06%
+14,084
New +$894K
IBB icon
195
iShares Biotechnology ETF
IBB
$9.77B
$874K 0.06%
+15,075
New +$871K
TYL icon
196
Tyler Technologies
TYL
$12.8B
$870K 0.06%
+12,695
New +$823K
RPM icon
197
RPM International
RPM
$15B
$868K 0.06%
+27,173
New +$872K
ITW icon
198
Illinois Tool Works
ITW
$84.5B
$861K 0.06%
+12,437
New +$832K
CCEP icon
199
Coca-Cola Europacific Partners
CCEP
$47.9B
$860K 0.06%
+24,452
New +$900K
PBCT
200
DELISTED
People's United Financial Inc
PBCT
$854K 0.06%
+57,295
New +$781K
6 7
8
9 10

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BAM
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ACI
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OSIA
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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.