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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
BIG
451
DELISTED
Big Lots, Inc.
BIG
$722K 0.02%
16,584
-115
-0.7% -$6.3K
EW icon
452
Edwards Lifesciences
EW
$54B
$716K 0.02%
15,399
-333
-2% -$14.5K
DAL icon
453
Delta Air Lines
DAL
$59.5B
$711K 0.02%
12,976
-671
-5% -$37K
ESRT icon
454
Empire State Realty Trust
ESRT
$802M
$709K 0.02%
42,244
-6,535
-13% -$118K
IJH icon
455
iShares Core S&P Mid-Cap ETF
IJH
$127B
$706K 0.02%
18,830
– –
DELL icon
456
Dell
DELL
$285B
$704K 0.02%
34,253
-20,881
-38% -$450K
LAD icon
457
Lithia Motors
LAD
$8.32B
$700K 0.02%
6,963
+1,514
+28% +$171K
CACI icon
458
CACI
CACI
$14.8B
$695K 0.02%
4,595
– –
WKC icon
459
World Kinect Corp
WKC
$1.88B
$691K 0.02%
28,147
+6,663
+31% +$171K
SPR
460
DELISTED
Spirit AeroSystems
SPR
$682K 0.02%
8,142
+1,668
+26% +$152K
ENB icon
461
Enbridge
ENB
$113B
$677K 0.02%
21,509
-3,656
-15% -$128K
THG icon
462
Hanover Insurance
THG
$7.73B
$662K 0.02%
5,614
-70
-1% -$7.87K
EPM icon
463
Evolution Petroleum
EPM
$135M
$661K 0.02%
82,073
– –
WMB icon
464
Williams Companies
WMB
$88.4B
$657K 0.02%
26,449
-586
-2% -$17.3K
TROW icon
465
T. Rowe Price
TROW
$24.3B
$652K 0.02%
6,047
-1,883
-24% -$210K
NLSN
466
DELISTED
Nielsen Holdings plc
NLSN
$652K 0.02%
20,501
+1,014
+5% +$35.1K
PII icon
467
Polaris
PII
$3.99B
$646K 0.02%
5,646
+935
+20% +$112K
LEXEA
468
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
$637K 0.02%
+16,201
New +$692K
KRO icon
469
KRONOS Worldwide
KRO
$963M
$635K 0.02%
28,111
– –
FRC
470
DELISTED
First Republic Bank
FRC
$629K 0.02%
6,791
-1,120
-14% -$103K
WAGE
471
DELISTED
WageWorks, Inc.
WAGE
$627K 0.02%
13,875
-1,409
-9% -$77K
EG icon
472
Everest Group
EG
$14B
$621K 0.02%
2,418
-253
-9% -$60.7K
NUS icon
473
Nu Skin
NUS
$236M
$619K 0.02%
+8,393
New +$596K
LOGM
474
DELISTED
LogMein, Inc.
LOGM
$619K 0.02%
5,364
+3,022
+129% +$368K
WHR icon
475
Whirlpool
WHR
$2.84B
$609K 0.02%
3,979
+178
+5% +$29.7K
17 18
19
20 21

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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.