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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
AET
301
DELISTED
Aetna Inc
AET
$1.37M 0.04%
8,109
-89
-1% -$16K
LHO
302
DELISTED
LaSalle Hotel Properties
LHO
$1.37M 0.04%
47,111
+996
+2% +$27.4K
CPT icon
303
Camden Property Trust
CPT
$10.9B
$1.36M 0.04%
16,146
+200
+1% +$16.7K
WST icon
304
West Pharmaceutical
WST
$24.7B
$1.35M 0.04%
15,271
-62
-0.4% -$5.8K
AIV
305
Aimco
AIV
$376M
$1.34M 0.04%
247,642
-165
-0.1% -$884
HUM icon
306
Humana
HUM
$44.8B
$1.34M 0.04%
4,982
+21
+0.4% +$5.68K
HAL icon
307
Halliburton
HAL
$28.2B
$1.34M 0.04%
28,492
-6,591
-19% -$325K
AVT icon
308
Avnet
AVT
$7.87B
$1.33M 0.04%
31,863
+4,842
+18% +$205K
HSBC icon
309
HSBC
HSBC
$355B
$1.33M 0.04%
29,885
-1,843
-6% -$87.7K
MPC icon
310
Marathon Petroleum
MPC
$94.5B
$1.33M 0.04%
18,180
-1,949
-10% -$134K
STE icon
311
Steris
STE
$23.2B
$1.32M 0.04%
14,132
+12
+0.1% +$1.09K
MIDD icon
312
Middleby
MIDD
$5.43B
$1.32M 0.04%
10,650
-1,532
-13% -$201K
STRA icon
313
Strategic Education
STRA
$1.81B
$1.32M 0.04%
13,029
-17,099
-57% -$1.62M
SMFG icon
314
Sumitomo Mitsui Financial
SMFG
$160B
$1.31M 0.04%
153,659
-6,897
-4% -$61.6K
SEE
315
DELISTED
Sealed Air
SEE
$1.3M 0.04%
30,450
– –
ANSS
316
DELISTED
Ansys
ANSS
$1.3M 0.04%
8,283
-423
-5% -$67.6K
SBNY
317
DELISTED
Signature Bank
SBNY
$1.29M 0.04%
9,060
+414
+5% +$62.4K
LSI
318
DELISTED
Life Storage, Inc.
LSI
$1.28M 0.04%
23,048
-40
-0.2% -$2.19K
CNQ icon
319
Canadian Natural Resources
CNQ
$98.1B
$1.28M 0.04%
83,107
+6,367
+8% +$102K
BOKF icon
320
BOK Financial
BOKF
$8.75B
$1.27M 0.04%
12,845
+368
+3% +$35.5K
XYL icon
321
Xylem
XYL
$28.8B
$1.27M 0.04%
16,492
+2,832
+21% +$209K
RGR icon
322
Sturm, Ruger & Co
RGR
$598M
$1.26M 0.04%
24,078
– –
VRTX icon
323
Vertex Pharmaceuticals
VRTX
$134B
$1.25M 0.04%
7,658
-1
-0% -$163
PH icon
324
Parker-Hannifin
PH
$134B
$1.24M 0.04%
7,228
-151
-2% -$28.6K
MCHP icon
325
Microchip Technology
MCHP
$44B
$1.23M 0.04%
26,898
-23,358
-46% -$1.08M
11 12
13
14 15

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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 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.