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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
DD icon
76
DuPont de Nemours
DD
$19.1B
$10.2M 0.32%
63,153
-2,425
-4% -$439K
BRK.A icon
77
Berkshire Hathaway Class A
BRK.A
$1.13T
$10.2M 0.32%
34
-2
-6% -$616K
MA icon
78
Mastercard
MA
$493B
$10M 0.32%
57,327
-300
-0.5% -$51.3K
VB icon
79
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$9.96M 0.32%
67,762
-5,285
-7% -$789K
MO icon
80
Altria Group
MO
$109B
$9.83M 0.31%
157,697
-50,386
-24% -$3.34M
GIS icon
81
General Mills
GIS
$19.9B
$9.73M 0.31%
215,858
+37,609
+21% +$2.04M
ACN icon
82
Accenture
ACN
$109B
$8.78M 0.28%
57,193
-10,904
-16% -$1.73M
WMT icon
83
Walmart Inc
WMT
$897B
$8.49M 0.27%
286,233
+32,301
+13% +$1.04M
VEU icon
84
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$8.33M 0.26%
153,215
+9,354
+7% +$521K
KO icon
85
Coca-Cola
KO
$374B
$8.31M 0.26%
191,262
+30,673
+19% +$1.38M
ELV icon
86
Elevance Health
ELV
$86.2B
$8.26M 0.26%
37,606
-212
-0.6% -$49.8K
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$84.2B
$8.26M 0.26%
68,834
-7,652
-10% -$954K
BURL icon
88
Burlington
BURL
$23.4B
$7.96M 0.25%
59,762
+69
+0.1% +$8.53K
EA
89
DELISTED
Electronic Arts
EA
$7.85M 0.25%
64,771
-10,866
-14% -$1.32M
ADP icon
90
Automatic Data Processing
ADP
$109B
$7.82M 0.25%
68,945
-2,250
-3% -$262K
GE icon
91
GE Aerospace
GE
$380B
$7.78M 0.25%
120,403
-41,598
-26% -$3.08M
MDLZ icon
92
Mondelez International
MDLZ
$78.5B
$7.76M 0.25%
185,887
+88,815
+91% +$3.86M
HII icon
93
Huntington Ingalls Industries
HII
$13B
$7.69M 0.24%
29,833
-5,616
-16% -$1.39M
LEA icon
94
Lear
LEA
$8.05B
$7.64M 0.24%
41,032
-8,224
-17% -$1.55M
PSX icon
95
Phillips 66
PSX
$86B
$7.61M 0.24%
79,303
-5,837
-7% -$568K
PM icon
96
Philip Morris
PM
$290B
$7.38M 0.23%
74,244
+1,170
+2% +$122K
CELG
97
DELISTED
Celgene Corp
CELG
$7.35M 0.23%
82,419
-39,766
-33% -$3.82M
TFC icon
98
Truist Financial
TFC
$63.4B
$7.29M 0.23%
140,002
+1,592
+1% +$85.7K
CMCSA icon
99
Comcast
CMCSA
$89.4B
$7.22M 0.23%
211,213
-10,699
-5% -$415K
USB icon
100
US Bancorp
USB
$100B
$7.21M 0.23%
142,737
+4,892
+4% +$268K
2 3
4
5 6

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SCC
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BAM
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ACI
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ACM
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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.