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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
SNPS icon
326
Synopsys
SNPS
$78.7B
$1.23M 0.04%
14,765
+2,369
+19% +$208K
WDC icon
327
Western Digital
WDC
$151B
$1.23M 0.04%
17,589
-155
-0.9% -$10.4K
ORAN
328
DELISTED
Orange
ORAN
$1.21M 0.04%
70,936
+3,155
+5% +$54.8K
WAB icon
329
Wabtec
WAB
$50.3B
$1.21M 0.04%
14,862
+477
+3% +$38.4K
SNN icon
330
Smith & Nephew
SNN
$12.6B
$1.21M 0.04%
31,660
+760
+2% +$27.5K
MT icon
331
ArcelorMittal
MT
$55.6B
$1.21M 0.04%
37,916
-2,398
-6% -$82.2K
ZION icon
332
Zions Bancorporation
ZION
$10.4B
$1.2M 0.04%
+22,682
New +$1.22M
GM icon
333
General Motors
GM
$78.4B
$1.19M 0.04%
32,803
+3,180
+11% +$129K
PDM
334
Piedmont Realty Trust
PDM
$1.17B
$1.19M 0.04%
67,575
-51
-0.1% -$941
HBAN icon
335
Huntington Bancshares
HBAN
$35.9B
$1.16M 0.04%
76,556
+11,380
+17% +$179K
AROW icon
336
Arrow Financial
AROW
$644M
$1.15M 0.04%
40,470
– –
PBE icon
337
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.14M 0.04%
23,130
-100
-0.4% -$5.1K
GSG icon
338
iShares S&P GSCI Commodity-Indexed Trust
GSG
$941M
$1.13M 0.04%
67,910
-4,430
-6% -$73.2K
ISRG icon
339
Intuitive Surgical
ISRG
$142B
$1.13M 0.04%
8,202
-7,788
-49% -$1.09M
YUM icon
340
Yum! Brands
YUM
$39.5B
$1.13M 0.04%
13,264
+146
+1% +$12K
R icon
341
Ryder
R
$9.92B
$1.12M 0.04%
15,377
+2,022
+15% +$163K
DST
342
DELISTED
DST Systems Inc.
DST
$1.09M 0.03%
13,086
+284
+2% +$23.1K
ADBE icon
343
Adobe
ADBE
$105B
$1.09M 0.03%
5,062
-8,537
-63% -$1.74M
FNF icon
344
Fidelity National Financial
FNF
$12.8B
$1.09M 0.03%
28,328
+4,201
+17% +$160K
SCZ icon
345
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1.08M 0.03%
16,636
+1,920
+13% +$127K
BBWI icon
346
Bath & Body Works
BBWI
$3.81B
$1.08M 0.03%
34,948
+3,610
+12% +$137K
PSB
347
DELISTED
PS Business Parks, Inc.
PSB
$1.07M 0.03%
9,510
– –
RSG icon
348
Republic Services
RSG
$65.9B
$1.07M 0.03%
16,132
-1,817
-10% -$122K
JCI icon
349
Johnson Controls International
JCI
$93.7B
$1.06M 0.03%
30,175
+23,274
+337% +$884K
NTRI
350
DELISTED
NutriSystem, Inc.
NTRI
$1.06M 0.03%
39,443
– –
12 13
14
15 16

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BAM
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ACI
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ACM
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MXM
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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.