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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
GAP
501
The Gap Inc
GAP
$7.55B
$532K 0.02%
+17,054
New +$558K
WBD icon
502
Warner Bros
WBD
$67.9B
$529K 0.02%
24,665
+86
+0.3% +$2.04K
TTP
503
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
$529K 0.02%
+8,250
New +$598K
BJRI icon
504
BJ's Restaurants
BJRI
$1.44B
$527K 0.02%
11,723
-177
-1% -$7.13K
IXJ icon
505
iShares Global Healthcare ETF
IXJ
$4.23B
$527K 0.02%
9,458
-600
-6% -$34.5K
UDR icon
506
UDR
UDR
$12B
$526K 0.02%
14,772
-61
-0.4% -$2.15K
QUOT
507
DELISTED
Quotient Technology Inc
QUOT
$521K 0.02%
39,778
-22,556
-36% -$286K
ALKS icon
508
Alkermes
ALKS
$8.26B
$512K 0.02%
8,839
-104
-1% -$6.08K
LEN icon
509
Lennar Class A
LEN
$21.1B
$511K 0.02%
+8,954
New +$540K
HF
510
DELISTED
HFF Inc.
HF
$508K 0.02%
+10,218
New +$489K
HLNE icon
511
Hamilton Lane
HLNE
$5.78B
$500K 0.02%
13,435
– –
VRE
512
DELISTED
Veris Residential
VRE
$498K 0.02%
29,803
– –
AYR
513
DELISTED
Aircastle Ltd
AYR
$492K 0.02%
24,783
-476
-2% -$10.3K
AGG icon
514
iShares Core US Aggregate Bond ETF
AGG
$137B
$490K 0.02%
4,568
+47
+1% +$5.05K
ALL icon
515
Allstate
ALL
$66.3B
$489K 0.02%
5,166
-70
-1% -$6.78K
CGW icon
516
Invesco S&P Global Water Index ETF
CGW
$1.07B
$487K 0.02%
14,286
-992
-6% -$34.4K
GVI icon
517
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$487K 0.02%
4,498
-230
-5% -$24.9K
CDK
518
DELISTED
CDK Global, Inc.
CDK
$486K 0.02%
7,679
+401
+6% +$28.1K
SEI
519
Solaris Energy Infrastructure
SEI
$3.87B
$483K 0.02%
29,164
– –
ES icon
520
Eversource Energy
ES
$26.8B
$480K 0.02%
8,134
+126
+2% +$7.46K
BG icon
521
Bunge Global
BG
$21.4B
$472K 0.02%
6,380
– –
TDC icon
522
Teradata
TDC
$2.5B
$470K 0.01%
11,842
+763
+7% +$30.1K
CRCM
523
DELISTED
CARE.COM, INC.
CRCM
$467K 0.01%
28,707
– –
PIR
524
DELISTED
Pier 1 Imports, Inc.
PIR
$462K 0.01%
7,174
– –
AAN.A
525
DELISTED
The Aaron's Company Inc Class A
AAN.A
$461K 0.01%
9,884
– –
19 20
21
22 23

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BAM
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ACI
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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.