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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
APD icon
151
Air Products & Chemicals
APD
$68.6B
$3.64M 0.12%
22,886
-586
-2% -$96.6K
ABMD
152
DELISTED
Abiomed Inc
ABMD
$3.62M 0.11%
12,426
– –
EQIX icon
153
Equinix
EQIX
$103B
$3.58M 0.11%
8,575
+92
+1% +$38.7K
SYY icon
154
Sysco
SYY
$40.1B
$3.57M 0.11%
59,558
-7,294
-11% -$442K
AJG icon
155
Arthur J. Gallagher & Co
AJG
$64.7B
$3.56M 0.11%
51,805
-1,882
-4% -$127K
LYB icon
156
LyondellBasell Industries
LYB
$20.2B
$3.53M 0.11%
33,372
-4,692
-12% -$524K
GPC icon
157
Genuine Parts
GPC
$18.5B
$3.51M 0.11%
39,052
-1,571
-4% -$152K
PPLI
158
People Inc
PPLI
$3.03B
$3.49M 0.11%
124,901
+347
+0.3% +$9.14K
MS icon
159
Morgan Stanley
MS
$338B
$3.36M 0.11%
62,291
+1,902
+3% +$105K
DXC icon
160
DXC Technology
DXC
$1.74B
$3.34M 0.11%
38,395
+3,518
+10% +$308K
MAA icon
161
Mid-America Apartment Communities
MAA
$15.4B
$3.31M 0.1%
36,279
-1,225
-3% -$111K
BDX icon
162
Becton Dickinson
BDX
$48.9B
$3.26M 0.1%
15,402
+125
+0.8% +$27.4K
UPS icon
163
United Parcel Service
UPS
$89.1B
$3.25M 0.1%
31,040
-3,214
-9% -$371K
AVB icon
164
AvalonBay Communities
AVB
$26.3B
$3.25M 0.1%
19,738
+11
+0.1% +$1.8K
LNC icon
165
Lincoln National
LNC
$8.75B
$3.24M 0.1%
44,400
+2,976
+7% +$233K
AXP icon
166
American Express
AXP
$229B
$3.15M 0.1%
33,738
+367
+1% +$35.5K
LHX icon
167
L3Harris
LHX
$54B
$3.12M 0.1%
19,328
-7,641
-28% -$1.17M
PSA icon
168
Public Storage
PSA
$60.8B
$3.11M 0.1%
15,512
-860
-5% -$168K
NKE icon
169
Nike
NKE
$62.5B
$3.05M 0.1%
45,928
-6,392
-12% -$422K
PNC icon
170
PNC Financial Services
PNC
$100B
$3.05M 0.1%
20,156
+9,148
+83% +$1.42M
STT icon
171
State Street
STT
$51.3B
$3.04M 0.1%
30,530
-1,193
-4% -$125K
VLO icon
172
Valero Energy
VLO
$90.7B
$3.04M 0.1%
32,740
+2,387
+8% +$223K
NVDA icon
173
NVIDIA
NVDA
$5.27T
$3.02M 0.1%
521,720
-11,400
-2% -$67K
XLF icon
174
State Street Financial Select Sector SPDR ETF
XLF
$59B
$3.02M 0.1%
109,522
+7,500
+7% +$216K
SPG icon
175
Simon Property Group
SPG
$71.5B
$2.96M 0.09%
19,151
-1,698
-8% -$270K
5 6
7
8 9

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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.