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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
ALEX
626
DELISTED
Alexander & Baldwin
ALEX
$274K 0.01%
11,857
+3,677
+45% +$92K
PCH
627
DELISTED
PotlatchDeltic
PCH
$274K 0.01%
+5,264
New +$274K
ZEUS
628
DELISTED
Olympic Steel
ZEUS
$273K 0.01%
13,289
– –
APAM icon
629
Artisan Partners
APAM
$3.07B
$270K 0.01%
8,123
+115
+1% +$4.15K
FITB
630
Fifth Third Bancorp
FITB
$52.2B
$270K 0.01%
8,474
+520
+7% +$17K
BX icon
631
Blackstone
BX
$118B
$267K 0.01%
8,361
+400
+5% +$13.6K
KBAL
632
DELISTED
Kimball International
KBAL
$267K 0.01%
15,659
– –
BRC icon
633
Brady Corp
BRC
$4.51B
$266K 0.01%
7,172
– –
SWKS icon
634
Skyworks Solutions
SWKS
$10.3B
$266K 0.01%
2,652
-13
-0.5% -$1.35K
XNTK icon
635
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$265K 0.01%
2,985
-150
-5% -$13.6K
RPG icon
636
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$263K 0.01%
11,975
-920
-7% -$20.5K
QEP
637
DELISTED
QEP RESOURCES, INC.
QEP
$263K 0.01%
26,946
-1,680
-6% -$15.9K
COR icon
638
Cencora
COR
$62.9B
$262K 0.01%
3,037
-568
-16% -$54.6K
LNT icon
639
Alliant Energy
LNT
$17.7B
$262K 0.01%
6,429
-583
-8% -$23K
WCG
640
DELISTED
Wellcare Health Plans, Inc.
WCG
$261K 0.01%
1,349
+125
+10% +$25K
NVR icon
641
NVR
NVR
$17.1B
$258K 0.01%
92
+3
+3% +$9.54K
PDCE
642
DELISTED
PDC Energy, Inc.
PDCE
$257K 0.01%
5,250
-41
-0.8% -$2.16K
NTAP icon
643
NetApp
NTAP
$38.8B
$256K 0.01%
4,142
-77
-2% -$4.7K
ALNY icon
644
Alnylam Pharmaceuticals
ALNY
$29.3B
$254K 0.01%
2,130
– –
MLKN icon
645
MillerKnoll
MLKN
$1.63B
$251K 0.01%
7,871
– –
RL icon
646
Ralph Lauren
RL
$23.8B
$248K 0.01%
+2,218
New +$240K
NEM icon
647
Newmont
NEM
$123B
$247K 0.01%
6,325
+388
+7% +$15K
BUD icon
648
AB InBev
BUD
$159B
$243K 0.01%
2,211
+76
+4% +$8.43K
BGC
649
DELISTED
General Cable Corporation
BGC
$242K 0.01%
8,174
– –
DRH icon
650
Diamondrock Hospitality Co
DRH
$2.47B
$240K 0.01%
23,027
– –
24 25
26
27 28

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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.