We are live on ! Find out more
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
ASPS icon
426
Altisource Portfolio Solutions
ASPS
$63.7M
$782K 0.02%
3,680
-6,582
-64% -$1.46M
GBCI icon
427
Glacier Bancorp
GBCI
$6.39B
$782K 0.02%
20,370
+86
+0.4% +$3.39K
HHH icon
428
Howard Hughes
HHH
$4B
$779K 0.02%
5,872
+785
+15% +$96.2K
GPT
429
DELISTED
Gramercy Property Trust
GPT
$778K 0.02%
35,821
-910
-2% -$21.6K
GGP
430
DELISTED
GGP Inc.
GGP
$777K 0.02%
37,976
-97
-0.3% -$2.15K
JBGS
431
JBG SMITH
JBGS
$664M
$775K 0.02%
22,977
+3,289
+17% +$109K
XLP icon
432
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$773K 0.02%
14,681
-2,605
-15% -$144K
ALLY icon
433
Ally Financial
ALLY
$13.4B
$767K 0.02%
28,253
+7,612
+37% +$218K
LM
434
DELISTED
Legg Mason, Inc.
LM
$759K 0.02%
+18,676
New +$771K
GGG icon
435
Graco
GGG
$13.5B
$754K 0.02%
16,504
+64
+0.4% +$2.92K
IR icon
436
Ingersoll Rand
IR
$33B
$754K 0.02%
24,558
+3,248
+15% +$108K
SAP icon
437
SAP
SAP
$242B
$754K 0.02%
+7,169
New +$774K
J icon
438
Jacobs Solutions
J
$17.3B
$752K 0.02%
15,379
+246
+2% +$13K
POR icon
439
Portland General Electric
POR
$5.69B
$751K 0.02%
18,525
+1,484
+9% +$60.9K
IWS icon
440
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$749K 0.02%
8,666
– –
ATR icon
441
AptarGroup
ATR
$8.57B
$743K 0.02%
8,269
+351
+4% +$31K
GRP.U
442
DELISTED
Granite Real Estate Investment Trust
GRP.U
$740K 0.02%
18,753
– –
VAR
443
DELISTED
Varian Medical Systems, Inc.
VAR
$734K 0.02%
5,986
-2,131
-26% -$254K
APO icon
444
Apollo Global Management
APO
$80.8B
$733K 0.02%
24,746
-8,524
-26% -$287K
CXP
445
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$732K 0.02%
35,758
-199
-0.6% -$4.24K
DVY icon
446
iShares Select Dividend ETF
DVY
$23.7B
$731K 0.02%
7,687
+775
+11% +$75.7K
PRA
447
DELISTED
ProAssurance
PRA
$731K 0.02%
15,066
-1,180
-7% -$61.3K
AMT icon
448
American Tower
AMT
$79B
$727K 0.02%
4,997
-462
-8% -$65.1K
PENN icon
449
PENN Entertainment
PENN
$2.57B
$724K 0.02%
27,556
-69
-0.2% -$1.99K
MUB icon
450
iShares National Muni Bond ETF
MUB
$45.8B
$722K 0.02%
6,621
– –
16 17
18
19 20

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.