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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
RMD icon
651
ResMed
RMD
$32.4B
$240K 0.01%
+2,438
New +$230K
WASH icon
652
Washington Trust Bancorp
WASH
$748M
$239K 0.01%
4,450
-4,300
-49% -$233K
AEG icon
653
Aegon
AEG
$14B
$236K 0.01%
42,871
-42,352
-50% -$233K
CPB icon
654
Campbell Soup
CPB
$6.75B
$236K 0.01%
5,457
+324
+6% +$14.6K
VNQ icon
655
Vanguard Real Estate ETF
VNQ
$38.4B
$236K 0.01%
3,135
-639
-17% -$48.9K
BSV icon
656
Vanguard Short-Term Bond ETF
BSV
$45.6B
$235K 0.01%
2,994
-152
-5% -$11.9K
SC
657
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$235K 0.01%
14,421
+1,520
+12% +$26.3K
NDAQ icon
658
Nasdaq
NDAQ
$53.3B
$234K 0.01%
8,130
-825
-9% -$22.3K
GLOP
659
DELISTED
GASLOG PARTNERS LP
GLOP
$234K 0.01%
10,043
– –
BPY
660
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$233K 0.01%
+12,133
New +$252K
DRE
661
DELISTED
Duke Realty Corp.
DRE
$232K 0.01%
8,761
– –
CE icon
662
Celanese
CE
$4.93B
$231K 0.01%
2,307
+1
+0% +$105
INVX
663
Innovex International
INVX
$2.09B
$231K 0.01%
5,158
-342
-6% -$16.7K
RCL icon
664
Royal Caribbean
RCL
$81.5B
$230K 0.01%
1,958
– –
ROP icon
665
Roper Technologies
ROP
$39.5B
$230K 0.01%
819
-20
-2% -$5.52K
FMS icon
666
Fresenius Medical Care
FMS
$12.8B
$226K 0.01%
4,424
-5,793
-57% -$309K
ASH icon
667
Ashland
ASH
$3.45B
$225K 0.01%
3,220
-883
-22% -$63.6K
IJK icon
668
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$223K 0.01%
+4,084
New +$226K
INGR icon
669
Ingredion
INGR
$6.59B
$223K 0.01%
1,732
-103
-6% -$13.8K
RLJ icon
670
RLJ Lodging Trust
RLJ
$1.67B
$222K 0.01%
11,443
– –
CTXS
671
DELISTED
Citrix Systems Inc
CTXS
$219K 0.01%
2,355
-29
-1% -$2.67K
HRC
672
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$219K 0.01%
+2,516
New +$215K
SFM icon
673
Sprouts Farmers Market
SFM
$7.88B
$218K 0.01%
+9,285
New +$238K
CHCT
674
Community Healthcare Trust
CHCT
$435M
$216K 0.01%
+8,400
New +$213K
DOX icon
675
Amdocs
DOX
$6.15B
$216K 0.01%
3,237
-422
-12% -$28.4K
25 26
27
28 29

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SCC
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BAM
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ACI
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ACM
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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.