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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
F icon
251
Ford
F
$55.7B
$1.77M 0.06%
159,427
-16,217
-9% -$183K
SO icon
252
Southern Company
SO
$106B
$1.76M 0.06%
39,435
-12,975
-25% -$576K
GD icon
253
General Dynamics
GD
$106B
$1.75M 0.06%
7,940
-1,221
-13% -$266K
PLCE icon
254
Children's Place
PLCE
$55.8M
$1.75M 0.06%
12,941
-7
-0.1% -$1.02K
CHTR icon
255
Charter Communications
CHTR
$18.8B
$1.74M 0.06%
5,584
-1,101
-16% -$387K
NRG icon
256
NRG Energy
NRG
$25.2B
$1.72M 0.05%
56,429
-79
-0.1% -$2.19K
RPM icon
257
RPM International
RPM
$14.9B
$1.72M 0.05%
36,112
-1,629
-4% -$82.9K
GMS
258
DELISTED
GMS Inc
GMS
$1.72M 0.05%
56,275
– –
BP icon
259
BP
BP
$111B
$1.71M 0.05%
45,390
+1,669
+4% +$62.9K
TTE icon
260
TotalEnergies
TTE
$195B
$1.7M 0.05%
2,697,074
-76,048
-3% -$47.5K
ON icon
261
ON Semiconductor
ON
$31.6B
$1.69M 0.05%
69,088
+1,981
+3% +$47.8K
ICUI icon
262
ICU Medical
ICUI
$4.55B
$1.69M 0.05%
6,684
+52
+0.8% +$12.2K
EBAY icon
263
eBay
EBAY
$47.2B
$1.69M 0.05%
41,869
+2,808
+7% +$116K
HST icon
264
Host Hotels & Resorts
HST
$15.3B
$1.69M 0.05%
90,407
-30
-0% -$586
BIDU icon
265
Baidu
BIDU
$35.9B
$1.66M 0.05%
7,448
+726
+11% +$179K
EXC icon
266
Exelon
EXC
$46.2B
$1.66M 0.05%
59,634
-7,326
-11% -$198K
DOV icon
267
Dover
DOV
$28.1B
$1.63M 0.05%
20,516
+1,134
+6% +$92.9K
NOC icon
268
Northrop Grumman
NOC
$81.8B
$1.62M 0.05%
4,648
-1,292
-22% -$433K
NHI icon
269
National Health Investors
NHI
$3.39B
$1.62M 0.05%
24,018
-1
-0% -$68
INN
270
Summit Hotel Properties
INN
$651M
$1.61M 0.05%
118,314
+7,198
+6% +$103K
CGNX icon
271
Cognex
CGNX
$10.6B
$1.6M 0.05%
30,811
-3,193
-9% -$189K
VNO icon
272
Vornado Realty Trust
VNO
$7.24B
$1.6M 0.05%
23,730
+6,529
+38% +$453K
BAX icon
273
Baxter International
BAX
$14.3B
$1.59M 0.05%
24,446
-823
-3% -$55.7K
ACC
274
DELISTED
American Campus Communities, Inc.
ACC
$1.59M 0.05%
41,119
-2,305
-5% -$86.9K
RGA icon
275
Reinsurance Group of America
RGA
$16B
$1.54M 0.05%
10,027
+1,345
+15% +$211K
9 10
11
12 13

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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 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.