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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
NVO
351
Novo Nordisk
NVO
$207B
$1.06M 0.03%
42,960
-50
-0.1% -$1.31K
URI icon
352
United Rentals
URI
$71.2B
$1.06M 0.03%
6,130
+188
+3% +$33.4K
CBSH icon
353
Commerce Bancshares
CBSH
$8.47B
$1.05M 0.03%
25,968
+3,459
+15% +$137K
VR
354
DELISTED
Validus Hold Ltd
VR
$1.04M 0.03%
15,486
-32,422
-68% -$2.04M
BH icon
355
Biglari Holdings Class B
BH
$1.2B
$1.04M 0.03%
3,807
-258
-6% -$71.4K
AZN icon
356
AstraZeneca
AZN
$246B
$1.03M 0.03%
14,737
+2,165
+17% +$150K
SSNC icon
357
SS&C Technologies
SSNC
$18.7B
$1.03M 0.03%
19,136
+251
+1% +$12.4K
XLY icon
358
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$1.02M 0.03%
20,078
+2,640
+15% +$138K
EHC icon
359
Encompass Health
EHC
$12.4B
$1.02M 0.03%
22,347
-293
-1% -$12.6K
NTR icon
360
Nutrien
NTR
$32.1B
$1.02M 0.03%
+21,486
New +$1.08M
DPZ icon
361
Domino's
DPZ
$11.8B
$1.01M 0.03%
4,328
+328
+8% +$71.4K
DFS
362
DELISTED
Discover Financial Services
DFS
$1M 0.03%
13,981
-283
-2% -$21.8K
DORM icon
363
Dorman Products
DORM
$3.95B
$1M 0.03%
15,187
-1,047
-6% -$74.6K
GSK icon
364
GSK
GSK
$102B
$1M 0.03%
20,540
-1,718
-8% -$80K
EPR icon
365
EPR Properties
EPR
$4.58B
$993K 0.03%
17,920
-290
-2% -$16.8K
TCO
366
DELISTED
Taubman Centers Inc.
TCO
$992K 0.03%
17,433
– –
TER icon
367
Teradyne
TER
$59.3B
$990K 0.03%
21,659
– –
EQR icon
368
Equity Residential
EQR
$24.4B
$986K 0.03%
16,006
-75
-0.5% -$4.45K
PDBC icon
369
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
$980K 0.03%
55,134
+22,336
+68% +$393K
BBVA icon
370
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$954K 0.03%
120,788
-22,402
-16% -$193K
AXON
371
Axon Enterprise
AXON
$51.7B
$951K 0.03%
24,200
– –
AIG icon
372
American International
AIG
$40.4B
$950K 0.03%
17,459
+13,062
+297% +$772K
CUTR
373
DELISTED
Cutera, Inc.
CUTR
$940K 0.03%
18,702
– –
SON icon
374
Sonoco
SON
$5.71B
$939K 0.03%
19,372
+3,900
+25% +$198K
UAL icon
375
United Airlines
UAL
$41B
$937K 0.03%
13,493
+101
+0.8% +$6.98K
13 14
15
16 17

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BAM
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ACI
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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.