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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
+7.17%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.23B
AUM Growth
-$661M
Cap. Flow
-$587M
Cap. Flow %
-18.16%
Top 10 Hldgs %
25.04%
Holding
863
New
79
Increased
266
Reduced
329
Closed
121

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$9.63M
2
NKE icon
Nike
NKE
+$6.16M
3
AMZN icon
Amazon
AMZN
+$5.09M
4
TXN icon
Texas Instruments
TXN
+$4.83M
5
EW icon
Edwards Lifesciences
EW
+$4.5M

Top Sells

Rank Stock Value
1
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$30M
2
GEN icon
Gen Digital
GEN
+$18.2M
3
EWBC icon
East-West Bancorp
EWBC
+$18.1M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$17.5M
5
FE icon
FirstEnergy
FE
+$17.1M

Sector Composition

Rank Sector Weight
1 Technology 15.84%
2 Financials 12.08%
3 Healthcare 12%
4 Consumer Discretionary 11.92%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
226
Citigroup
C
$227B
$2.07M 0.06%
28,886
-1,190
-4% -$84.1K
BHB icon
227
Bar Harbor Bankshares
BHB
$660M
$2.04M 0.06%
71,196
-11,475
-14% -$338K
CHGG icon
228
Chegg
CHGG
$94.8M
$2.04M 0.06%
71,809
+84
+0.1% +$2.5K
CSGP icon
229
CoStar Group
CSGP
$12.8B
$2.04M 0.06%
48,490
-3,240
-6% -$138K
MPC icon
230
Marathon Petroleum
MPC
$90B
$1.98M 0.06%
24,763
+7,039
+40% +$557K
PDM
231
Piedmont Realty Trust
PDM
$1.16B
$1.98M 0.06%
104,484
– –
AER icon
232
AerCap
AER
$23.5B
$1.98M 0.06%
34,375
-642
-2% -$36.3K
BP icon
233
BP
BP
$110B
$1.95M 0.06%
44,215
-3,884
-8% -$162K
EQC
234
DELISTED
Equity Commonwealth
EQC
$1.94M 0.06%
60,562
+12,918
+27% +$411K
MTB icon
235
M&T Bank
MTB
$36.3B
$1.94M 0.06%
11,780
-636
-5% -$110K
SPGI icon
236
S&P Global
SPGI
$121B
$1.94M 0.06%
9,923
-100
-1% -$20.6K
AMP icon
237
Ameriprise Financial
AMP
$49.2B
$1.94M 0.06%
13,124
+1,166
+10% +$167K
EXPO icon
238
Exponent
EXPO
$3.21B
$1.94M 0.06%
36,144
-131
-0.4% -$6.71K
IVW icon
239
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.87M 0.06%
42,180
-7,760
-16% -$334K
BAC.PRL icon
240
Bank of America Series L
BAC.PRL
$4B
$1.86M 0.06%
1,435
– –
EXC icon
241
Exelon
EXC
$45.8B
$1.85M 0.06%
59,564
-15,733
-21% -$484K
NHI icon
242
National Health Investors
NHI
$3.59B
$1.85M 0.06%
24,494
+476
+2% +$36.3K
ICUI icon
243
ICU Medical
ICUI
$4.56B
$1.84M 0.06%
6,509
+22
+0.3% +$6.44K
AFL icon
244
Aflac
AFL
$61.1B
$1.83M 0.06%
38,885
-1,133
-3% -$51.9K
WST icon
245
West Pharmaceutical
WST
$24.8B
$1.82M 0.06%
14,762
-199
-1% -$22.3K
YUMC icon
246
Yum China
YUMC
$16.5B
$1.82M 0.06%
51,825
-992
-2% -$35.3K
ADM icon
247
Archer Daniels Midland
ADM
$38.8B
$1.81M 0.06%
36,072
+3,438
+11% +$169K
PK icon
248
Park Hotels & Resorts
PK
$2.92B
$1.81M 0.06%
55,219
+26,409
+92% +$852K
ISRG icon
249
Intuitive Surgical
ISRG
$139B
$1.79M 0.06%
9,357
+972
+12% +$173K
CGNX icon
250
Cognex
CGNX
$10.8B
$1.78M 0.06%
31,835
+483
+2% +$24.8K
8 9
10
11 12

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

People's United Financial's Q3 2018 Portfolio in Review

As of Q3 2018, People's United Financial held 863 positions worth $3.23B, down 17% from $3.89B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

People's United Financial withdrew a net $587M in Q3 2018, closing 121 positions and reducing 329 holdings. Its most notable exit was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019, an estimated $30M position sold in full.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

Against the trend, People's United Financial opened a new position in JD.com worth $1.25M.

  • People's United Financial's largest Q3 2018 buy was JD.com: 50,387 shares worth $1.25M.
  • People's United Financial added most to Adobe in Q3 2018, an estimated $9.63M increase.
  • People's United Financial's biggest Q3 2018 reduction was Oracle, cutting an estimated $8.42M.
  • People's United Financial fully exited iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 in Q3 2018, selling an estimated $30M.
  • People's United Financial's ten largest holdings make up 25% of its $3.23B portfolio in Q3 2018.
  • People's United Financial opened 79 new positions and closed 121 in Q3 2018.
  • People's United Financial's portfolio value fell 17% quarter-over-quarter to $3.23B.

Based on People's United Financial's 13F filing for Q3 2018, filed 13 Nov 2018.