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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
EXP icon
476
Eagle Materials
EXP
$6.38B
$608K 0.02%
5,901
-30
-0.5% -$3.23K
MSI icon
477
Motorola Solutions
MSI
$77.3B
$606K 0.02%
5,760
+31
+0.5% +$3.17K
CBRL icon
478
Cracker Barrel
CBRL
$1.27B
$602K 0.02%
3,781
-163
-4% -$27K
KIM icon
479
Kimco Realty
KIM
$16.1B
$598K 0.02%
41,513
– –
IYH icon
480
iShares US Healthcare ETF
IYH
$3.76B
$597K 0.02%
17,305
+250
+1% +$9K
PEI
481
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$587K 0.02%
4,057
– –
EFV icon
482
iShares MSCI EAFE Value ETF
EFV
$30B
$582K 0.02%
10,661
+692
+7% +$38.8K
HPE icon
483
Hewlett Packard
HPE
$74.1B
$582K 0.02%
33,154
+867
+3% +$14.7K
RYN icon
484
Rayonier
RYN
$6.4B
$580K 0.02%
+18,153
New +$552K
FIS icon
485
Fidelity National Information Services
FIS
$21.5B
$578K 0.02%
6,001
+1,611
+37% +$158K
GT icon
486
Goodyear
GT
$1.71B
$572K 0.02%
21,534
-46,723
-68% -$1.44M
NUE icon
487
Nucor
NUE
$61.7B
$572K 0.02%
9,354
+800
+9% +$53K
WY icon
488
Weyerhaeuser
WY
$17.7B
$566K 0.02%
16,193
+1,176
+8% +$41.5K
APLE icon
489
Apple Hospitality REIT
APLE
$3.69B
$564K 0.02%
32,109
-195
-0.6% -$3.57K
TFCFA
490
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$563K 0.02%
15,340
+152
+1% +$5.61K
RPAI
491
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$562K 0.02%
48,228
+8
+0% +$96
DBO icon
492
Invesco DB Oil Fund
DBO
$390M
$558K 0.02%
49,948
+1,969
+4% +$21.1K
INTU icon
493
Intuit
INTU
$90.5B
$552K 0.02%
3,187
+424
+15% +$71.3K
BR icon
494
Broadridge
BR
$19.1B
$547K 0.02%
4,988
-18
-0.4% -$1.79K
IPG
495
DELISTED
Interpublic Group of Companies
IPG
$545K 0.02%
+23,669
New +$531K
VOD icon
496
Vodafone
VOD
$37.2B
$545K 0.02%
19,590
+823
+4% +$24.5K
HCKT icon
497
Hackett Group
HCKT
$276M
$541K 0.02%
33,659
– –
MKC icon
498
McCormick & Company Non-Voting
MKC
$14.2B
$541K 0.02%
10,168
+1,490
+17% +$78.3K
PEG icon
499
Public Service Enterprise Group
PEG
$37.7B
$540K 0.02%
10,729
-3,205
-23% -$157K
BKU icon
500
Bankunited
BKU
$3.37B
$534K 0.02%
13,357
-151
-1% -$6.24K
18 19
20
21 22

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SCC
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BAM
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ACI
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ACM
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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.