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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.35T
$26.7M 0.85%
515,480
-8,760
-2% -$486K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.15T
$25.7M 0.82%
129,035
-1,546
-1% -$317K
DIS icon
28
Walt Disney
DIS
$178B
$25.1M 0.8%
250,142
-14,337
-5% -$1.52M
TMO icon
29
Thermo Fisher Scientific
TMO
$220B
$24.8M 0.79%
120,265
-585
-0.5% -$123K
BKNG icon
30
Booking.com
BKNG
$159B
$24.6M 0.78%
296,000
-8,375
-3% -$658K
UNH icon
31
UnitedHealth
UNH
$372B
$23.9M 0.76%
111,526
+1,927
+2% +$440K
BAC icon
32
Bank of America
BAC
$446B
$23.6M 0.75%
785,969
+143,120
+22% +$4.5M
GLD icon
33
SPDR Gold Trust
GLD
$142B
$23M 0.73%
182,769
-10,629
-5% -$1.34M
BLK icon
34
Blackrock
BLK
$175B
$22.4M 0.71%
41,306
-650
-2% -$357K
ABT icon
35
Abbott
ABT
$188B
$22.3M 0.71%
372,771
+7,667
+2% +$462K
IBM icon
36
IBM
IBM
$225B
$22.3M 0.71%
151,784
+3,813
+3% +$577K
ORCL icon
37
Oracle
ORCL
$432B
$22M 0.7%
480,304
-9,222
-2% -$458K
PFE icon
38
Pfizer
PFE
$154B
$22M 0.7%
652,329
-13,849
-2% -$476K
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$21.6M 0.69%
82,267
-1,998
-2% -$545K
META icon
40
Meta Platforms (Facebook)
META
$1.55T
$21.3M 0.67%
133,072
-1,670
-1% -$300K
KEY icon
41
KeyCorp
KEY
$24.3B
$20.9M 0.66%
1,068,621
+10,731
+1% +$225K
NEE icon
42
NextEra Energy
NEE
$176B
$19.8M 0.63%
483,820
-3,920
-0.8% -$151K
MDT icon
43
Medtronic
MDT
$113B
$18.6M 0.59%
231,552
-6,681
-3% -$551K
T icon
44
AT&T
T
$162B
$17.6M 0.56%
651,890
-37,227
-5% -$1.04M
TJX icon
45
TJX Companies
TJX
$177B
$17.3M 0.55%
423,630
+212
+0.1% +$8.38K
DHR icon
46
Danaher
DHR
$145B
$17M 0.54%
196,291
+3,423
+2% +$299K
VZ icon
47
Verizon
VZ
$193B
$16.7M 0.53%
348,809
-11,578
-3% -$582K
SLB icon
48
SLB Ltd
SLB
$77.3B
$16.4M 0.52%
252,810
-2,356
-0.9% -$165K
ITB icon
49
iShares US Home Construction ETF
ITB
$2.35B
$16.3M 0.52%
413,688
+5,503
+1% +$230K
CB icon
50
Chubb
CB
$135B
$15.8M 0.5%
115,458
+814
+0.7% +$118K
1
2
3 4 5

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.