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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
VWO icon
126
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$4.78M 0.15%
101,677
+9,800
+11% +$470K
BNY
127
Bank of New York Mellon
BNY
$109B
$4.75M 0.15%
92,234
+1,275
+1% +$70.9K
LRCX icon
128
Lam Research
LRCX
$390B
$4.67M 0.15%
230,070
-35,050
-13% -$694K
AWK icon
129
American Water Works
AWK
$27B
$4.58M 0.15%
55,760
-2,427
-4% -$198K
LOW icon
130
Lowe's Companies
LOW
$124B
$4.53M 0.14%
51,633
-23,275
-31% -$2.2M
TGT icon
131
Target
TGT
$69.2B
$4.42M 0.14%
63,691
+1,011
+2% +$73.6K
SIVB
132
DELISTED
SVB Financial Group
SIVB
$4.38M 0.14%
18,228
-178
-1% -$44.7K
GS icon
133
Goldman Sachs
GS
$301B
$4.32M 0.14%
17,140
+206
+1% +$53.6K
SCHW
134
Charles Schwab
SCHW
$186B
$4.11M 0.13%
78,699
-2,002
-2% -$107K
LMT icon
135
Lockheed Martin
LMT
$138B
$4.09M 0.13%
12,093
-6,351
-34% -$2.16M
PAYX icon
136
Paychex
PAYX
$43.1B
$4.06M 0.13%
65,918
-16,260
-20% -$1.07M
HLF icon
137
Herbalife
HLF
$1.23B
$4.06M 0.13%
83,216
+88
+0.1% +$3.73K
MU icon
138
Micron Technology
MU
$981B
$4.05M 0.13%
77,678
+9,891
+15% +$473K
MAR icon
139
Marriott International
MAR
$91.1B
$4M 0.13%
29,442
-1,493
-5% -$209K
CI icon
140
Cigna
CI
$72.4B
$3.96M 0.13%
23,633
+1,064
+5% +$207K
ADI icon
141
Analog Devices
ADI
$188B
$3.95M 0.13%
43,357
-812
-2% -$73.9K
TXN icon
142
Texas Instruments
TXN
$257B
$3.9M 0.12%
37,532
+11
+0% +$1.19K
IVE icon
143
iShares S&P 500 Value ETF
IVE
$50B
$3.89M 0.12%
35,569
-860
-2% -$98.3K
OXY icon
144
Occidental Petroleum
OXY
$59B
$3.87M 0.12%
59,541
+598
+1% +$41.8K
VTV icon
145
Vanguard Morningstar Value ETF
VTV
$192B
$3.86M 0.12%
37,399
-5,572
-13% -$598K
NSC icon
146
Norfolk Southern
NSC
$75.2B
$3.8M 0.12%
28,003
-510
-2% -$73.3K
CNK icon
147
Cinemark Holdings
CNK
$4.25B
$3.74M 0.12%
99,348
-8,132
-8% -$309K
IJS icon
148
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$3.74M 0.12%
49,530
-668
-1% -$51.4K
GLW icon
149
Corning
GLW
$137B
$3.69M 0.12%
132,317
-4,358
-3% -$134K
AMED
150
DELISTED
Amedisys
AMED
$3.64M 0.12%
60,350
-27,470
-31% -$1.56M
4 5
6
7 8

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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.