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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
FBIN icon
676
Fortune Brands Innovations
FBIN
$5.94B
$215K 0.01%
+4,275
New +$238K
NEU icon
677
NewMarket
NEU
$8.47B
$215K 0.01%
+535
New +$218K
PAYC icon
678
Paycom
PAYC
$9.62B
$215K 0.01%
+2,000
New +$192K
CINF icon
679
Cincinnati Financial
CINF
$26.6B
$213K 0.01%
2,860
-110
-4% -$8.23K
JACK icon
680
Jack in the Box
JACK
$350M
$213K 0.01%
2,500
-11
-0.4% -$985
UBNK
681
DELISTED
United Financial Bancorp, Inc.
UBNK
$213K 0.01%
13,134
+1,402
+12% +$23.3K
OA
682
DELISTED
Orbital ATK, Inc.
OA
$213K 0.01%
1,603
-66
-4% -$8.71K
AZO icon
683
AutoZone
AZO
$50B
$212K 0.01%
326
-13
-4% -$9.31K
SLF icon
684
Sun Life Financial
SLF
$44.8B
$212K 0.01%
5,155
-5,150
-50% -$217K
SPXC icon
685
SPX Corp
SPXC
$10.9B
$212K 0.01%
6,512
-460
-7% -$14.6K
SPN
686
DELISTED
Superior Energy Services, Inc.
SPN
$208K 0.01%
2,465
+259
+12% +$25.5K
GPN icon
687
Global Payments
GPN
$22.8B
$207K 0.01%
+1,858
New +$205K
FDIQ
688
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$48.2M
$204K 0.01%
+3,600
New +$209K
AIZ icon
689
Assurant
AIZ
$14.1B
$203K 0.01%
2,223
-1,086
-33% -$99.3K
ANAT
690
DELISTED
American National Group, Inc. Common Stock
ANAT
$202K 0.01%
1,729
-950
-35% -$115K
EPAM icon
691
EPAM Systems
EPAM
$5.14B
$201K 0.01%
+1,754
New +$201K
IPXL
692
DELISTED
Impax Laboratories, Inc.
IPXL
$198K 0.01%
+10,168
New +$200K
KTWO
693
DELISTED
K2M Group Holdings, Inc
KTWO
$194K 0.01%
+10,259
New +$203K
DBE icon
694
Invesco DB Energy Fund
DBE
$91.1M
$192K 0.01%
12,570
-414
-3% -$6.12K
RVT icon
695
Royce Value Trust
RVT
$2.3B
$183K 0.01%
11,786
+166
+1% +$2.68K
MITK icon
696
Mitek Systems
MITK
$835M
$170K 0.01%
22,955
– –
BKT icon
697
BlackRock Income Trust
BKT
$342M
$163K 0.01%
9,272
+7
+0.1% +$124
MPX
698
DELISTED
Marine Products Corp
MPX
$157K 0.01%
11,215
– –
TGNA
699
DELISTED
TEGNA Inc
TGNA
$146K ﹤0.01%
12,773
+500
+4% +$6.83K
MFA
700
MFA Financial
MFA
$930M
$140K ﹤0.01%
4,660
-1,372
-23% -$40.7K
26 27
28
29 30

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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.