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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
K
576
DELISTED
Kellanova
K
$364K 0.01%
5,964
-15
-0.3% -$947
SKX
577
DELISTED
Skechers
SKX
$364K 0.01%
9,347
– –
NATI
578
DELISTED
National Instruments Corp
NATI
$364K 0.01%
7,202
-137
-2% -$6.67K
LUMN icon
579
Lumen
LUMN
$6.58B
$363K 0.01%
22,054
-18,298
-45% -$317K
RHP icon
580
Ryman Hospitality Properties
RHP
$7.67B
$363K 0.01%
4,687
– –
DY icon
581
Dycom Industries
DY
$12.1B
$361K 0.01%
3,358
-13,626
-80% -$1.55M
ACHC icon
582
Acadia Healthcare
ACHC
$2.89B
$360K 0.01%
9,199
+556
+6% +$20.4K
TNL icon
583
Travel + Leisure Co
TNL
$4.5B
$359K 0.01%
6,944
– –
MTD icon
584
Mettler-Toledo International
MTD
$28.9B
$355K 0.01%
616
-78
-11% -$49K
RMR icon
585
The RMR Group
RMR
$336M
$353K 0.01%
5,052
-8,133
-62% -$524K
NTRS icon
586
Northern Trust
NTRS
$34.4B
$351K 0.01%
3,400
– –
SLAB icon
587
Silicon Laboratories
SLAB
$7.2B
$351K 0.01%
3,902
+616
+19% +$58.1K
EQC
588
DELISTED
Equity Commonwealth
EQC
$351K 0.01%
11,447
-310
-3% -$9.21K
MRO
589
DELISTED
Marathon Oil Corporation
MRO
$351K 0.01%
21,746
+1,583
+8% +$26.3K
CME icon
590
CME Group
CME
$93.5B
$349K 0.01%
2,159
-194
-8% -$30.9K
GWW icon
591
W.W. Grainger
GWW
$61.3B
$348K 0.01%
+1,232
New +$323K
WAL icon
592
Western Alliance Bancorporation
WAL
$8.93B
$347K 0.01%
5,963
+1,120
+23% +$66.3K
AVGO icon
593
Broadcom
AVGO
$1.97T
$345K 0.01%
14,660
-87,900
-86% -$2.21M
DHC
594
Diversified Healthcare Trust
DHC
$2B
$342K 0.01%
21,809
-247
-1% -$4.11K
AKAM icon
595
Akamai
AKAM
$16.8B
$340K 0.01%
4,780
-335
-7% -$22.8K
SHO icon
596
Sunstone Hotel Investors
SHO
$1.99B
$338K 0.01%
22,200
– –
UNM icon
597
Unum
UNM
$14.3B
$337K 0.01%
7,077
+342
+5% +$17.9K
ELME
598
Elme Communities
ELME
$145M
$336K 0.01%
12,322
+22
+0.2% +$601
IWN icon
599
iShares Russell 2000 Value ETF
IWN
$14.6B
$334K 0.01%
2,737
-150
-5% -$18.8K
IGM icon
600
iShares Expanded Tech Sector ETF
IGM
$10.7B
$330K 0.01%
11,028
-102
-0.9% -$3.1K
22 23
24
25 26

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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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.