We are live on ! Find out more
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
DINO icon
601
HF Sinclair
DINO
$15.3B
$329K 0.01%
+6,740
New +$321K
SIRI icon
602
SiriusXM
SIRI
$9.66B
$324K 0.01%
5,197
+123
+2% +$7.39K
VGK icon
603
Vanguard FTSE Europe ETF
VGK
$31B
$323K 0.01%
5,550
-217
-4% -$13K
IYR icon
604
iShares US Real Estate ETF
IYR
$4.5B
$321K 0.01%
4,255
-150
-3% -$11.4K
DISCK
605
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$319K 0.01%
16,331
+6,698
+70% +$150K
POOL icon
606
Pool Corp
POOL
$7.31B
$313K 0.01%
2,138
+411
+24% +$56.6K
WR
607
DELISTED
Westar Energy Inc
WR
$311K 0.01%
5,906
-17
-0.3% -$859
CIM
608
Chimera Investment
CIM
$1,000M
$309K 0.01%
5,919
-1,315
-18% -$68.8K
UE icon
609
Urban Edge Properties
UE
$2.74B
$306K 0.01%
14,341
+5,872
+69% +$132K
TREX icon
610
Trex
TREX
$5.07B
$302K 0.01%
11,104
– –
VG
611
DELISTED
Vonage Holdings Corporation
VG
$300K 0.01%
28,158
– –
MGK icon
612
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$298K 0.01%
13,265
-1,500
-10% -$34.8K
VOO icon
613
Vanguard S&P 500 ETF
VOO
$1.03T
$298K 0.01%
+1,229
New +$308K
SNDR icon
614
Schneider National
SNDR
$6.11B
$297K 0.01%
11,418
+3,313
+41% +$91.1K
PNFP icon
615
Pinnacle Financial Partners Inc
PNFP
$16B
$295K 0.01%
4,594
+920
+25% +$60.1K
AFG icon
616
American Financial Group
AFG
$12B
$294K 0.01%
2,623
-35
-1% -$3.91K
FAST icon
617
Fastenal
FAST
$60.2B
$293K 0.01%
21,516
-22,584
-51% -$311K
CXT icon
618
Crane NXT
CXT
$2.97B
$290K 0.01%
8,994
-386
-4% -$12.5K
VTI icon
619
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$289K 0.01%
2,131
-510
-19% -$71.5K
FR icon
620
First Industrial Realty Trust
FR
$8.37B
$288K 0.01%
9,846
– –
NWSA icon
621
News Corp Class A
NWSA
$15.4B
$288K 0.01%
18,239
+2,204
+14% +$36.2K
VEA icon
622
Vanguard FTSE Developed Markets ETF
VEA
$236B
$283K 0.01%
6,411
-1,309
-17% -$59.4K
TSM icon
623
TSMC
TSM
$2.18T
$282K 0.01%
6,437
+1,361
+27% +$59.3K
AON icon
624
Aon
AON
$75.8B
$279K 0.01%
1,986
-93
-4% -$13K
UFS
625
DELISTED
DOMTAR CORPORATION (New)
UFS
$278K 0.01%
+6,533
New +$307K
23 24
25
26 27

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.