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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
VMW
101
DELISTED
VMware, Inc
VMW
$7.05M 0.22%
58,173
-613
-1% -$77.2K
WM icon
102
Waste Management
WM
$90.6B
$6.97M 0.22%
82,909
-4,610
-5% -$396K
LLY icon
103
Eli Lilly
LLY
$1.1T
$6.95M 0.22%
89,778
-10,679
-11% -$860K
AGN
104
DELISTED
Allergan plc
AGN
$6.93M 0.22%
41,198
-1,401
-3% -$235K
KMB icon
105
Kimberly-Clark
KMB
$35.9B
$6.9M 0.22%
62,644
-675
-1% -$76.8K
TSE
106
DELISTED
Trinseo
TSE
$6.85M 0.22%
92,554
-8,032
-8% -$633K
IBB icon
107
iShares Biotechnology ETF
IBB
$9.82B
$6.8M 0.22%
63,704
+37,872
+147% +$4.2M
CSX icon
108
CSX Corp
CSX
$92.8B
$6.67M 0.21%
358,917
-43,206
-11% -$807K
IWF icon
109
iShares Russell 1000 Growth ETF
IWF
$127B
$6.47M 0.2%
190,112
+31,460
+20% +$1.1M
AEP icon
110
American Electric Power
AEP
$66.9B
$6.4M 0.2%
93,341
-7,989
-8% -$538K
LUV icon
111
Southwest Airlines
LUV
$22B
$6.35M 0.2%
110,799
+3,775
+4% +$227K
NFLX icon
112
Netflix
NFLX
$318B
$6.29M 0.2%
212,990
+5,860
+3% +$160K
COF icon
113
Capital One
COF
$134B
$6.25M 0.2%
65,230
-24,928
-28% -$2.48M
CENTA icon
114
Central Garden & Pet Co Class A
CENTA
$2.39B
$6.23M 0.2%
196,688
– –
RDS.B
115
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$6.21M 0.2%
94,724
-6,673
-7% -$449K
EMR icon
116
Emerson Electric
EMR
$88.5B
$6.07M 0.19%
88,905
+26,350
+42% +$1.88M
UNP icon
117
Union Pacific
UNP
$174B
$5.84M 0.19%
43,421
-2,869
-6% -$386K
PXD
118
DELISTED
Pioneer Natural Resource Co.
PXD
$5.75M 0.18%
33,492
+732
+2% +$129K
TIP icon
119
iShares TIPS Bond ETF
TIP
$14.7B
$5.33M 0.17%
47,095
+1,291
+3% +$145K
CL icon
120
Colgate-Palmolive
CL
$74.3B
$5.3M 0.17%
73,930
-5,289
-7% -$381K
COP icon
121
ConocoPhillips
COP
$148B
$5.12M 0.16%
86,400
+6,333
+8% +$358K
IWB icon
122
iShares Russell 1000 ETF
IWB
$50.2B
$4.9M 0.16%
33,360
-3,491
-9% -$530K
PRU icon
123
Prudential Financial
PRU
$42.1B
$4.9M 0.16%
47,300
-3,057
-6% -$345K
SWK icon
124
Stanley Black & Decker
SWK
$15.5B
$4.88M 0.15%
31,844
+284
+0.9% +$46.1K
TRV icon
125
Travelers Companies
TRV
$78.3B
$4.81M 0.15%
34,673
-1,307
-4% -$183K
3 4
5
6 7

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BAM
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ACI
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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.