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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
+0.48%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.16B
AUM Growth
-$48.5M
Cap. Flow
-$22.2M
Cap. Flow %
-0.7%
Top 10 Hldgs %
24.32%
Holding
776
New
40
Increased
245
Reduced
358
Closed
62

Top Buys

Rank Stock Value
1
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$28.3M
2
MCD icon
McDonald's
MCD
+$23.9M
3
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$14.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.63M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.12M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.79M
3
AAPL icon
Apple
AAPL
+$4.88M
4
AMGN icon
Amgen
AMGN
+$4.38M
5
CELG
Celgene Corp
CELG
+$3.82M

Sector Composition

Rank Sector Weight
1 Technology 14.28%
2 Financials 12.12%
3 Healthcare 11.38%
4 Consumer Discretionary 11.1%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADC icon
226
Agree Realty
ADC
$9.19B
$2.06M 0.07%
42,805
+12,900
+43% +$619K
PLD icon
227
Prologis
PLD
$133B
$2.06M 0.07%
32,626
+423
+1% +$26.3K
CHE icon
228
Chemed
CHE
$7.1B
$2.01M 0.06%
7,377
-24
-0.3% -$6.36K
OMC icon
229
Omnicom Group
OMC
$23.6B
$2.01M 0.06%
27,616
+1,403
+5% +$105K
DLR icon
230
Digital Realty Trust
DLR
$70.8B
$1.96M 0.06%
18,629
-25
-0.1% -$2.64K
AFL icon
231
Aflac
AFL
$61B
$1.95M 0.06%
44,512
-24,702
-36% -$1.09M
ALGN icon
232
Align Technology
ALGN
$12.3B
$1.94M 0.06%
7,720
-3,075
-28% -$790K
TPR icon
233
Tapestry
TPR
$32.8B
$1.93M 0.06%
36,768
-5,223
-12% -$258K
IT icon
234
Gartner
IT
$11.9B
$1.93M 0.06%
16,405
+322
+2% +$40.2K
PHG icon
235
Philips
PHG
$26.5B
$1.92M 0.06%
66,003
-4,147
-6% -$123K
MON
236
DELISTED
Monsanto Co
MON
$1.91M 0.06%
16,376
-1,830
-10% -$220K
AMP icon
237
Ameriprise Financial
AMP
$49.9B
$1.9M 0.06%
12,869
-626
-5% -$102K
CSGP icon
238
CoStar Group
CSGP
$12.7B
$1.9M 0.06%
52,340
-1,420
-3% -$49K
REXR icon
239
Rexford Industrial Realty
REXR
$8.12B
$1.89M 0.06%
65,701
+17,000
+35% +$481K
LH icon
240
Labcorp
LH
$26.2B
$1.86M 0.06%
13,417
+449
+3% +$66K
XLE icon
241
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$1.85M 0.06%
55,004
+18,662
+51% +$660K
BAC.PRL icon
242
Bank of America Series L
BAC.PRL
$4B
$1.85M 0.06%
1,435
– –
TTC icon
243
Toro Company
TTC
$9.46B
$1.83M 0.06%
29,274
+3,024
+12% +$193K
VFC icon
244
VF Corp
VFC
$5.84B
$1.83M 0.06%
26,186
-589
-2% -$42.6K
AER icon
245
AerCap
AER
$23.6B
$1.81M 0.06%
35,771
-176
-0.5% -$9.13K
BBL
246
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.81M 0.06%
45,505
-3,025
-6% -$127K
ED icon
247
Consolidated Edison
ED
$39.6B
$1.8M 0.06%
23,155
-1,374
-6% -$107K
CC icon
248
Chemours
CC
$2.27B
$1.79M 0.06%
36,768
-490
-1% -$24.5K
ARW icon
249
Arrow Electronics
ARW
$10.5B
$1.79M 0.06%
23,212
+169
+0.7% +$13.7K
DRI icon
250
Darden Restaurants
DRI
$24.8B
$1.78M 0.06%
20,833
-367
-2% -$34.7K
8 9
10
11 12

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
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 Q1 2018 Portfolio in Review

As of Q1 2018, People's United Financial held 776 positions worth $3.16B, down 1.5% from $3.2B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q1 2018 filing shows 40 new, 245 increased, 358 reduced and 62 closed positions. Its largest new stake was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 747,225 shares worth $35.4M. The largest sale was iShares MSCI Emerging Markets ETF, an estimated $8.12M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Healthcare.

  • People's United Financial's largest Q1 2018 buy was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 747,225 shares worth $35.4M.
  • People's United Financial added most to McDonald's in Q1 2018, an estimated $23.9M increase.
  • People's United Financial's biggest Q1 2018 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $8.12M.
  • People's United Financial fully exited Invesco S&P 500 Equal Weight ETF in Q1 2018, selling an estimated $5.79M.
  • People's United Financial's ten largest holdings make up 24% of its $3.16B portfolio in Q1 2018.
  • People's United Financial opened 40 new positions and closed 62 in Q1 2018.
  • People's United Financial's portfolio value fell 1.5% quarter-over-quarter to $3.16B.

Based on People's United Financial's 13F filing for Q1 2018, filed 15 May 2018.