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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
C icon
201
Citigroup
C
$227B
$2.4M 0.08%
35,545
-684
-2% -$51.4K
QCOM icon
202
Qualcomm
QCOM
$170B
$2.33M 0.07%
42,133
-25,443
-38% -$1.62M
TWX
203
DELISTED
Time Warner Inc
TWX
$2.33M 0.07%
24,681
-1,179
-5% -$111K
MTB icon
204
M&T Bank
MTB
$36.3B
$2.31M 0.07%
12,504
+1,246
+11% +$232K
ETN icon
205
Eaton
ETN
$173B
$2.29M 0.07%
28,678
-790
-3% -$64.8K
TEL icon
206
TE Connectivity
TEL
$62B
$2.29M 0.07%
22,913
-4,471
-16% -$452K
IVW icon
207
iShares S&P 500 Growth ETF
IVW
$77.4B
$2.28M 0.07%
58,724
-896
-2% -$35.7K
GTY
208
Getty Realty Corp
GTY
$2.01B
$2.26M 0.07%
89,590
+7,326
+9% +$183K
IP icon
209
International Paper
IP
$21.9B
$2.26M 0.07%
44,635
+34,796
+354% +$1.93M
BTI icon
210
British American Tobacco
BTI
$123B
$2.25M 0.07%
38,979
-32,149
-45% -$2.02M
KHC icon
211
Kraft Heinz
KHC
$29.6B
$2.23M 0.07%
35,779
-1,410
-4% -$101K
RTN
212
DELISTED
Raytheon Company
RTN
$2.23M 0.07%
10,305
-379
-4% -$78.4K
XYZ
213
Block Inc
XYZ
$47.5B
$2.18M 0.07%
44,299
-15,108
-25% -$693K
ATVI
214
DELISTED
Activision Blizzard
ATVI
$2.15M 0.07%
31,959
-1,116
-3% -$78.8K
PLUS icon
215
ePlus
PLUS
$2.35B
$2.15M 0.07%
55,276
– –
TYL icon
216
Tyler Technologies
TYL
$13B
$2.13M 0.07%
10,116
-251
-2% -$50.2K
PKG icon
217
Packaging Corp of America
PKG
$22.7B
$2.13M 0.07%
18,914
-8,536
-31% -$1.03M
CPRI icon
218
Capri Holdings
CPRI
$1.75B
$2.11M 0.07%
34,054
+2,748
+9% +$175K
COR
219
DELISTED
Coresite Realty Corporation
COR
$2.1M 0.07%
20,896
+1,263
+6% +$129K
ESRX
220
DELISTED
Express Scripts Holding Company
ESRX
$2.09M 0.07%
30,297
-5,521
-15% -$421K
DEO icon
221
Diageo
DEO
$54B
$2.09M 0.07%
15,430
+583
+4% +$81.1K
NSP icon
222
Insperity
NSP
$1.96B
$2.07M 0.07%
29,758
– –
YUMC icon
223
Yum China
YUMC
$16.5B
$2.07M 0.07%
49,834
+1,256
+3% +$54K
ZBRA icon
224
Zebra Technologies
ZBRA
$17.9B
$2.06M 0.07%
14,834
+237
+2% +$30.3K
SPGI icon
225
S&P Global
SPGI
$121B
$2.06M 0.07%
10,793
-297
-3% -$54.8K
7 8
9
10 11

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SCC
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BAM
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ACI
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ACM
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PP
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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.