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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
INVX
201
Innovex International
INVX
$1.97B
$846K 0.06%
+9,369
New +$821K
MKTX icon
202
MarketAxess Holdings
MKTX
$5.72B
$845K 0.05%
+18,061
New +$776K
NLY icon
203
Annaly Capital Management
NLY
$17.4B
$835K 0.05%
+16,602
New +$970K
SAP icon
204
SAP
SAP
$238B
$823K 0.05%
+11,305
New +$879K
PRA
205
DELISTED
ProAssurance
PRA
$819K 0.05%
+15,704
New +$782K
MD icon
206
Pediatrix Medical
MD
$2.2B
$817K 0.05%
+17,842
New +$799K
BWA icon
207
BorgWarner
BWA
$13.9B
$811K 0.05%
+21,384
New +$752K
SIVB
208
DELISTED
SVB Financial Group
SIVB
$802K 0.05%
+9,621
New +$704K
TEVA icon
209
Teva Pharmaceuticals
TEVA
$41.2B
$773K 0.05%
+19,725
New +$768K
CMP icon
210
Compass Minerals
CMP
$1.15B
$757K 0.05%
+8,949
New +$755K
AMLP icon
211
Alerian MLP ETF
AMLP
$12.8B
$756K 0.05%
+8,473
New +$748K
SBUX icon
212
Starbucks
SBUX
$120B
$743K 0.05%
+22,680
New +$705K
LH icon
213
Labcorp
LH
$25.9B
$734K 0.05%
+8,531
New +$708K
BHP icon
214
BHP
BHP
$230B
$727K 0.05%
+14,901
New +$826K
ANSS
215
DELISTED
Ansys
ANSS
$726K 0.05%
+9,939
New +$750K
ITUB icon
216
Itaú Unibanco
ITUB
$87.5B
$725K 0.05%
+153,878
New +$838K
XLV icon
217
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$724K 0.05%
+15,219
New +$729K
TYG
218
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$721K 0.05%
+3,877
New +$708K
AMX icon
219
America Movil
AMX
$71.2B
$717K 0.05%
+32,967
New +$674K
WAT icon
220
Waters Corp
WAT
$39.9B
$715K 0.05%
+7,143
New +$684K
KEX icon
221
Kirby Corp
KEX
$6.93B
$710K 0.05%
+8,930
New +$688K
TXN icon
222
Texas Instruments
TXN
$261B
$710K 0.05%
+20,360
New +$728K
STR
223
DELISTED
QUESTAR CORP
STR
$708K 0.05%
+29,678
New +$730K
BIIB icon
224
Biogen
BIIB
$30.7B
$694K 0.05%
+3,223
New +$689K
WAB icon
225
Wabtec
WAB
$49.3B
$689K 0.04%
+12,893
New +$679K
7 8
9
10 11

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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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.