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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
+107.98%
10 Year Est. Return
–
AUM
$1.54B
AUM Growth
–
Cap. Flow
+$1.54B
Cap. Flow
% of AUM
100.24%
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 | |
|---|---|---|---|---|---|---|
|
1
McDonald's
MCD
$192B
| $83.1M | 5.4% |
+839,059
| New | +$84M |
|
|
2
ExxonMobil
XOM
$644B
| $56.6M | 3.68% |
+626,107
| New | +$56.3M |
|
|
3
Chevron
CVX
$392B
| $37.7M | 2.45% |
+318,462
| New | +$38.5M |
|
|
4
Home Depot
HD
$331B
| $31M | 2.01% |
+400,096
| New | +$30.1M |
|
5
JPMorgan Chase
JPM
$935B
| $29.6M | 1.92% |
+559,963
| New | +$28.5M |
|
|
6
Apple
AAPL
$4.54T
| $28.2M | 1.84% |
+1,994,412
| New | +$30.7M |
|
7
Microsoft
MSFT
$3.45T
| $27.8M | 1.8% |
+803,381
| New | +$26.3M |
|
8
Johnson & Johnson
JNJ
$618B
| $23.7M | 1.54% |
+276,506
| New | +$23.5M |
|
9
Gilead Sciences
GILD
$162B
| $23.7M | 1.54% |
+461,632
| New | +$24.1M |
|
10
Verizon
VZ
$195B
| $23.1M | 1.5% |
+457,948
| New | +$23.4M |
|
11
AT&T
T
$159B
| $22.6M | 1.47% |
+846,773
| New | +$23.5M |
|
12
Alphabet (Google) Class C
GOOG
$4.36T
| $22.3M | 1.45% |
+1,018,443
| New | +$21.5M |
|
13
GE Aerospace
GE
$374B
| $21.6M | 1.4% |
+193,989
| New | +$21.5M |
|
14
IBM
IBM
$211B
| $20.9M | 1.36% |
+114,279
| New | +$22.3M |
|
15
Wells Fargo
WFC
$261B
| $20.8M | 1.35% |
+503,574
| New | +$19.6M |
|
16
ConocoPhillips
COP
$147B
| $20.6M | 1.34% |
+340,626
| New | +$20.7M |
|
17
Genuine Parts
GPC
$17.1B
| $20.5M | 1.33% |
+262,825
| New | +$20.4M |
|
18
Procter & Gamble
PG
$336B
| $20.1M | 1.31% |
+261,503
| New | +$20.5M |
|
19
Intel
INTC
$455B
| $20.1M | 1.31% |
+829,228
| New | +$19.6M |
|
20
RTX Corp
RTX
$290B
| $19.2M | 1.24% |
+327,467
| New | +$19.4M |
|
|
EMC
21
DELISTED
EMC CORPORATION
EMC
| $18.8M | 1.22% |
+796,202
| New | +$18.8M |
|
22
State Street
STT
$50.6B
| $18.5M | 1.2% |
+283,866
| New | +$17.7M |
|
23
Boeing
BA
$171B
| $18M | 1.17% |
+175,691
| New | +$16.7M |
|
|
ESRX
24
DELISTED
Express Scripts Holding Company
ESRX
| $18M | 1.17% |
+291,262
| New | +$17.5M |
|
|
DFS
25
DELISTED
Discover Financial Services
DFS
| $17.7M | 1.15% |
+371,007
| New | +$17M |
|
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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.