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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
DHI icon
726
D.R. Horton
DHI
$41B
– –
-4,121
Closed -$210K
EXPE icon
727
Expedia Group
EXPE
$37.7B
– –
-2,500
Closed -$299K
FTAI icon
728
FTAI Aviation
FTAI
$22.1B
– –
-32,302
Closed -$550K
FTS icon
729
Fortis
FTS
$28.3B
– –
-7,045
Closed -$259K
GNR icon
730
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
– –
-5,779
Closed -$284K
HOLX
731
DELISTED
Hologic
HOLX
– –
-5,951
Closed -$255K
HTLD icon
732
Heartland Express
HTLD
$911M
– –
-11,847
Closed -$276K
HUN icon
733
Huntsman Corp
HUN
$1.82B
– –
-6,111
Closed -$203K
IDCC icon
734
InterDigital
IDCC
$8.99B
– –
-6,033
Closed -$459K
ITRI icon
735
Itron
ITRI
$4.49B
– –
-22,273
Closed -$1.52M
KR icon
736
Kroger
KR
$34.6B
– –
-7,625
Closed -$209K
LBRDK icon
737
Liberty Broadband Class C
LBRDK
$5.18B
– –
-2,494
Closed -$212K
MOS icon
738
The Mosaic Company
MOS
$7.46B
– –
-54,978
Closed -$1.41M
NLY icon
739
Annaly Capital Management
NLY
$17.3B
– –
-2,622
Closed -$124K
PCAR icon
740
PACCAR
PCAR
$69.1B
– –
-4,358
Closed -$206K
PETS icon
741
PetMed Express
PETS
$42.1M
– –
-4,773
Closed -$217K
PNW icon
742
Pinnacle West Capital
PNW
$12B
– –
-3,146
Closed -$268K
PPL
743
PPL Corp
PPL
$26.3B
– –
-8,768
Closed -$271K
RGNX icon
744
Regenxbio
RGNX
$688M
– –
-17,000
Closed -$565K
RPV icon
745
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
– –
-3,264
Closed -$216K
RRX icon
746
Regal Rexnord
RRX
$11.5B
– –
-3,518
Closed -$270K
RSP icon
747
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
– –
-57,257
Closed -$5.79M
SCHA icon
748
Schwab U.S Small- Cap ETF
SCHA
$23B
– –
-40,056
Closed -$698K
SCHM icon
749
Schwab US Mid-Cap ETF
SCHM
$15B
– –
-12,678
Closed -$225K
SKYW icon
750
Skywest
SKYW
$4.18B
– –
-8,347
Closed -$443K
28 29
30
31 32

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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.