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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
MCO icon
551
Moody's
MCO
$82.5B
$409K 0.01%
2,540
+1
+0% +$162
SDY icon
552
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$408K 0.01%
4,478
-697
-13% -$65.1K
SPSB icon
553
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$408K 0.01%
13,533
+3,299
+32% +$99.9K
GME icon
554
GameStop
GME
$8.44B
$401K 0.01%
127,048
+26,280
+26% +$107K
CCEP icon
555
Coca-Cola Europacific Partners
CCEP
$47.1B
$400K 0.01%
9,602
-459
-5% -$18.1K
ESS icon
556
Essex Property Trust
ESS
$18.2B
$399K 0.01%
1,657
-178
-10% -$41K
PINC
557
DELISTED
Premier
PINC
$396K 0.01%
12,650
+1,394
+12% +$45K
EGIO
558
DELISTED
Edgio, Inc. Common Stock
EGIO
$395K 0.01%
2,405
– –
TT icon
559
Trane Technologies
TT
$106B
$393K 0.01%
4,605
-187
-4% -$16.8K
DCT
560
DELISTED
DCT Industrial Trust Inc.
DCT
$393K 0.01%
6,969
– –
TRTN
561
DELISTED
Triton International Limited
TRTN
$392K 0.01%
12,826
– –
IWP icon
562
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$390K 0.01%
6,342
-260
-4% -$16.2K
LPSN icon
563
LivePerson
LPSN
$33.6M
$386K 0.01%
1,574
-10
-0.6% -$2K
SLYV icon
564
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$385K 0.01%
+6,232
New +$392K
KDP icon
565
Keurig Dr Pepper
KDP
$39.7B
$384K 0.01%
3,238
+464
+17% +$51.4K
LSXMK
566
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$384K 0.01%
12,355
-340
-3% -$10.8K
PANW icon
567
Palo Alto Networks
PANW
$313B
$383K 0.01%
+12,666
New +$352K
IYM icon
568
iShares US Basic Materials ETF
IYM
$1.03B
$380K 0.01%
3,960
-2,550
-39% -$261K
RHT
569
DELISTED
Red Hat Inc
RHT
$380K 0.01%
2,538
-51
-2% -$7.07K
AGO icon
570
Assured Guaranty
AGO
$3.31B
$373K 0.01%
10,308
-1,483
-13% -$52.3K
GXP
571
DELISTED
Great Plains Energy Incorporated
GXP
$369K 0.01%
11,609
-2,264
-16% -$68.9K
TUP
572
DELISTED
Tupperware Brands Corporation
TUP
$368K 0.01%
7,635
+1,529
+25% +$83.5K
EFX icon
573
Equifax
EFX
$21.4B
$365K 0.01%
3,100
-88
-3% -$10.6K
SCHO icon
574
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$365K 0.01%
14,658
+698
+5% +$17.4K
MIK
575
DELISTED
Michaels Stores, Inc
MIK
$365K 0.01%
18,510
+1,087
+6% +$26K
21 22
23
24 25

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BAM
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ACI
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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.