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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
FIVE icon
376
Five Below
FIVE
$13B
$932K 0.03%
12,710
-1,871
-13% -$126K
SUI icon
377
Sun Communities
SUI
$14.5B
$931K 0.03%
10,193
+308
+3% +$27.2K
ISHG icon
378
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$929K 0.03%
10,709
-3,885
-27% -$335K
TRNO icon
379
Terreno Realty
TRNO
$7.44B
$927K 0.03%
26,868
+13,903
+107% +$477K
LYG icon
380
Lloyds Banking Group
LYG
$88.5B
$923K 0.03%
248,057
+13,299
+6% +$51.5K
TPH
381
DELISTED
Tri Pointe Homes
TPH
$923K 0.03%
56,194
– –
BABA icon
382
Alibaba
BABA
$306B
$918K 0.03%
5,002
-3,753
-43% -$707K
SCHX icon
383
Schwab US Large- Cap ETF
SCHX
$74.3B
$917K 0.03%
87,198
-13,260
-13% -$144K
ORI icon
384
Old Republic International
ORI
$10.2B
$913K 0.03%
42,582
+7,455
+21% +$155K
SCHF icon
385
Schwab International Equity ETF
SCHF
$68.5B
$906K 0.03%
53,750
+2,270
+4% +$39.1K
IJR icon
386
iShares Core S&P Small-Cap ETF
IJR
$112B
$904K 0.03%
11,732
-229
-2% -$17.8K
HP icon
387
Helmerich & Payne
HP
$4.25B
$898K 0.03%
13,487
+1,524
+13% +$103K
CTRE icon
388
CareTrust REIT
CTRE
$9.14B
$896K 0.03%
66,851
– –
ROST icon
389
Ross Stores
ROST
$80.8B
$893K 0.03%
11,451
-344
-3% -$27.3K
EPD icon
390
Enterprise Products Partners
EPD
$81.8B
$888K 0.03%
36,292
-9,161
-20% -$244K
LPT
391
DELISTED
Liberty Property Trust
LPT
$887K 0.03%
22,335
-200
-0.9% -$8.07K
XLI icon
392
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$878K 0.03%
11,812
-558
-5% -$43K
PARA
393
DELISTED
Paramount Global Class B
PARA
$873K 0.03%
16,986
-1,026
-6% -$56.3K
KWR icon
394
Quaker Houghton
KWR
$2.94B
$872K 0.03%
5,886
+112
+2% +$17K
CVCO icon
395
Cavco Industries
CVCO
$4.57B
$867K 0.03%
4,989
+40
+0.8% +$6.61K
RBA icon
396
RB Global
RBA
$16.6B
$863K 0.03%
27,425
-1,843
-6% -$58.7K
MSM icon
397
MSC Industrial Direct
MSM
$6.7B
$862K 0.03%
9,402
+1,866
+25% +$172K
CRM icon
398
Salesforce
CRM
$162B
$858K 0.03%
7,380
+175
+2% +$20.1K
FCPT icon
399
Four Corners Property Trust
FCPT
$2.69B
$856K 0.03%
37,084
+1,081
+3% +$24.9K
TTM
400
DELISTED
Tata Motors Limited
TTM
$851K 0.03%
33,089
+3,216
+11% +$94.5K
14 15
16
17 18

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SCC
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BAM
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ACI
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ACM
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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.