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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
MTDR icon
526
Matador Resources
MTDR
$6.51B
$459K 0.01%
15,328
+6,861
+81% +$208K
PBF icon
527
PBF Energy
PBF
$8.22B
$457K 0.01%
13,473
+2,703
+25% +$87.2K
EDR
528
DELISTED
Education Realty Trust Inc
EDR
$457K 0.01%
13,963
-136
-1% -$4.4K
STI
529
DELISTED
SunTrust Banks, Inc.
STI
$455K 0.01%
6,686
+3,074
+85% +$213K
BPOP icon
530
Popular Inc
BPOP
$11.2B
$453K 0.01%
10,876
-1,307
-11% -$53.6K
HR icon
531
Healthcare Realty
HR
$6.56B
$453K 0.01%
17,147
– –
CUZ icon
532
Cousins Properties
CUZ
$4.83B
$451K 0.01%
12,996
-84
-0.6% -$2.93K
WRLD icon
533
World Acceptance Corp
WRLD
$873M
$449K 0.01%
4,260
– –
RDC
534
DELISTED
Rowan Companies Plc
RDC
$449K 0.01%
38,870
+7,015
+22% +$96.4K
WPC icon
535
W.P. Carey
WPC
$15.9B
$443K 0.01%
7,302
+4,033
+123% +$248K
PGEM
536
DELISTED
Ply Gem Holdings, Inc.
PGEM
$438K 0.01%
20,286
– –
HUBB icon
537
Hubbell
HUBB
$27.5B
$435K 0.01%
3,574
-100
-3% -$13.2K
EFG icon
538
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$431K 0.01%
5,369
-1,207
-18% -$98.6K
XLV icon
539
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$429K 0.01%
5,274
-1,164
-18% -$99.2K
MGPI icon
540
MGP Ingredients
MGPI
$393M
$427K 0.01%
4,771
-8,000
-63% -$651K
FCX icon
541
Freeport-McMoran
FCX
$96.4B
$426K 0.01%
24,247
-13,083
-35% -$246K
ICE icon
542
Intercontinental Exchange
ICE
$84.9B
$424K 0.01%
5,840
-151
-3% -$11K
IUSV icon
543
iShares Core S&P US Value ETF
IUSV
$27.8B
$423K 0.01%
7,957
+682
+9% +$37.8K
VGT icon
544
Vanguard Information Technology ETF
VGT
$147B
$423K 0.01%
19,784
-368
-2% -$8.04K
HIG icon
545
Hartford Financial Services
HIG
$38.1B
$422K 0.01%
8,187
+47
+0.6% +$2.57K
CRI icon
546
Carter's
CRI
$1.46B
$419K 0.01%
+4,019
New +$467K
XLB icon
547
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$419K 0.01%
14,740
+5,880
+66% +$178K
XLU icon
548
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$417K 0.01%
16,532
+1,400
+9% +$34.9K
LLL
549
DELISTED
L3 Technologies, Inc.
LLL
$416K 0.01%
2,002
-9
-0.4% -$1.87K
JRVR icon
550
James River Group Holdings
JRVR
$194M
$409K 0.01%
11,523
+658
+6% +$23.9K
20 21
22
23 24

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SCC
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BAM
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ACI
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ACM
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MXM
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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.