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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
DNP icon
701
DNP Select Income Fund
DNP
$4.09B
$136K ﹤0.01%
13,206
– –
AMLP icon
702
Alerian MLP ETF
AMLP
$13.3B
$125K ﹤0.01%
2,671
-720
-21% -$38.5K
HZN
703
DELISTED
Horizon Global Corporation
HZN
$125K ﹤0.01%
15,221
+826
+6% +$8.27K
SAN icon
704
Banco Santander
SAN
$210B
$116K ﹤0.01%
+18,526
New +$123K
ORN icon
705
Orion Group Holdings
ORN
$396M
$102K ﹤0.01%
15,504
– –
CYRX icon
706
CryoPort
CYRX
$751M
$86K ﹤0.01%
+10,000
New +$88.4K
MDXG icon
707
MiMedx Group
MDXG
$622M
$70K ﹤0.01%
10,000
– –
JCP
708
DELISTED
J.C. Penney Company, Inc.
JCP
$64K ﹤0.01%
21,130
+930
+5% +$3.35K
CPSS icon
709
Consumer Portfolio Services
CPSS
$199M
$58K ﹤0.01%
15,279
-4
-0% -$16
GNW icon
710
Genworth Financial
GNW
$3.7B
$56K ﹤0.01%
19,918
-2,385
-11% -$7.17K
CTHR
711
DELISTED
Charles & Colvard Ltd
CTHR
$37K ﹤0.01%
2,754
– –
NAK
712
Northern Dynasty Minerals
NAK
$953M
$27K ﹤0.01%
29,695
– –
RAD
713
DELISTED
Rite Aid Corporation
RAD
$20K ﹤0.01%
618
+103
+20% +$4.07K
GSAT icon
714
Globalstar
GSAT
$10.9B
$14K ﹤0.01%
1,333
-2,000
-60% -$29.7K
AB icon
715
AllianceBernstein
AB
$3.45B
– –
-11,498
Closed -$288K
APH icon
716
Amphenol
APH
$207B
– –
-9,896
Closed -$217K
ARE icon
717
Alexandria Real Estate Equities
ARE
$8.32B
– –
-1,544
Closed -$202K
BHF icon
718
Brighthouse Financial
BHF
$3.46B
– –
-14,325
Closed -$840K
BHP icon
719
BHP
BHP
$230B
– –
-5,764
Closed -$236K
CBRE icon
720
CBRE Group
CBRE
$41.7B
– –
-5,656
Closed -$245K
CMP icon
721
Compass Minerals
CMP
$1.13B
– –
-4,696
Closed -$340K
CMS icon
722
CMS Energy
CMS
$21.7B
– –
-4,666
Closed -$221K
CRUS icon
723
Cirrus Logic
CRUS
$6.11B
– –
-24,162
Closed -$1.25M
CZR icon
724
Caesars Entertainment
CZR
$6.13B
– –
-14,366
Closed -$476K
DBRG icon
725
DigitalBridge
DBRG
$2.95B
– –
-3,261
Closed -$149K
27 28
29
30 31

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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.