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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
SPYG icon
751
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
– –
-7,997
Closed -$264K
TBT icon
752
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$308M
– –
-8,950
Closed -$302K
THS
753
DELISTED
Treehouse Foods
THS
– –
-5,950
Closed -$294K
TOL icon
754
Toll Brothers
TOL
$14.2B
– –
-4,190
Closed -$201K
TTD icon
755
Trade Desk
TTD
$6.32B
– –
-180,000
Closed -$823K
UHT
756
Universal Health Realty Income Trust
UHT
$568M
– –
-2,686
Closed -$202K
VLY icon
757
Valley National Bancorp
VLY
$8.17B
– –
-48,195
Closed -$541K
VVV icon
758
Valvoline
VVV
$4.22B
– –
-8,917
Closed -$223K
WAT icon
759
Waters Corp
WAT
$40.8B
– –
-1,276
Closed -$247K
WU icon
760
Western Union
WU
$2.2B
– –
-14,384
Closed -$274K
XRAY icon
761
Dentsply Sirona
XRAY
$2.33B
– –
-11,992
Closed -$789K
BCOV
762
DELISTED
Brightcove, Inc.
BCOV
– –
-16,322
Closed -$116K
BKI
763
DELISTED
Black Knight, Inc. Common Stock
BKI
– –
-5,762
Closed -$254K
UNVR
764
DELISTED
Univar Solutions Inc.
UNVR
– –
-48,173
Closed -$1.49M
DNKN
765
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-4,555
Closed -$294K
IBKC
766
DELISTED
IBERIABANK Corp
IBKC
– –
-3,219
Closed -$249K
WFT
767
DELISTED
Weatherford International plc
WFT
– –
-104,027
Closed -$434K
BAC.WS.A
768
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
– –
-15,000
Closed -$263K
COL
769
DELISTED
Rockwell Collins
COL
– –
-1,481
Closed -$201K
EDGW
770
DELISTED
Edgewater Technology Inc
EDGW
– –
-20,000
Closed -$125K
QCP
771
DELISTED
Quality Care Properties, Inc.
QCP
– –
-20,279
Closed -$280K
CRVP
772
DELISTED
Crystal Rock Holdings, Inc.
CRVP
– –
-20,000
Closed -$17K
BIVV
773
DELISTED
Bioverativ Inc. Common Stock
BIVV
– –
-20,495
Closed -$1.1M
SNI
774
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
– –
-4,152
Closed -$354K
CAA
775
DELISTED
CalAtlantic Group, Inc.
CAA
– –
-9,629
Closed -$543K
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.