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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
MKTX icon
176
MarketAxess Holdings
MKTX
$5.72B
$2.94M 0.09%
13,522
-146
-1% -$30K
EBIX
177
DELISTED
Ebix Inc
EBIX
$2.88M 0.09%
38,716
– –
DE icon
178
Deere & Co
DE
$164B
$2.88M 0.09%
18,519
+1,293
+8% +$210K
PYPL icon
179
PayPal
PYPL
$50.5B
$2.87M 0.09%
37,835
-6,572
-15% -$521K
SYK icon
180
Stryker
SYK
$133B
$2.87M 0.09%
17,825
-1,872
-10% -$302K
SUB icon
181
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$2.81M 0.09%
26,768
+12,484
+87% +$1.31M
XLK icon
182
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.79M 0.09%
85,158
-3,060
-3% -$103K
CLX icon
183
Clorox
CLX
$13B
$2.78M 0.09%
20,886
+445
+2% +$59.8K
ZBH icon
184
Zimmer Biomet
ZBH
$18.7B
$2.75M 0.09%
25,957
-6,516
-20% -$757K
WBA
185
DELISTED
Walgreens Boots Alliance
WBA
$2.73M 0.09%
41,767
+2,658
+7% +$190K
YELP icon
186
Yelp
YELP
$1.33B
$2.73M 0.09%
65,343
+100
+0.2% +$4.35K
RDS.A
187
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.73M 0.09%
42,709
-452
-1% -$29.8K
IWM icon
188
iShares Russell 2000 ETF
IWM
$81.5B
$2.72M 0.09%
17,921
+1,844
+11% +$285K
DOC
189
DELISTED
PHYSICIANS REALTY TRUST
DOC
$2.72M 0.09%
174,614
+2,835
+2% +$44.4K
VTR icon
190
Ventas
VTR
$47.2B
$2.69M 0.09%
54,425
-11,282
-17% -$592K
D icon
191
Dominion Energy
D
$59.1B
$2.67M 0.08%
39,592
-1,261
-3% -$93.1K
FDX icon
192
FedEx
FDX
$76.9B
$2.61M 0.08%
10,882
-22
-0.2% -$5.56K
BHB icon
193
Bar Harbor Bankshares
BHB
$660M
$2.61M 0.08%
94,146
-11,475
-11% -$324K
DG icon
194
Dollar General
DG
$27B
$2.58M 0.08%
27,606
+6
+0% +$577
ITW icon
195
Illinois Tool Works
ITW
$83.9B
$2.56M 0.08%
16,364
-777
-5% -$129K
SCHE icon
196
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$2.5M 0.08%
87,141
+713
+0.8% +$20.9K
PX
197
DELISTED
Praxair Inc
PX
$2.48M 0.08%
17,187
-967
-5% -$150K
WBS icon
198
Webster Financial
WBS
$12.8B
$2.48M 0.08%
44,698
-1,972
-4% -$111K
AMAT icon
199
Applied Materials
AMAT
$415B
$2.46M 0.08%
44,197
-983
-2% -$54.7K
OKE icon
200
Oneok
OKE
$56.9B
$2.41M 0.08%
+42,411
New +$2.43M
6 7
8
9 10

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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.