We are live on ! Find out more
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
TT icon
476
Trane Technologies
TT
$106B
$555K 0.02%
5,424
+979
+22% +$95.7K
CBRL icon
477
Cracker Barrel
CBRL
$1.25B
$554K 0.02%
3,762
+1
+0% +$150
SEI
478
Solaris Energy Infrastructure
SEI
$3.87B
$551K 0.02%
29,164
– –
BPOP icon
479
Popular Inc
BPOP
$11.2B
$549K 0.02%
10,717
+96
+0.9% +$4.78K
CHTR icon
480
Charter Communications
CHTR
$18.8B
$548K 0.02%
1,681
-1,671
-50% -$510K
AMT icon
481
American Tower
AMT
$79B
$547K 0.02%
3,763
-218
-5% -$32K
AYR
482
DELISTED
Aircastle Ltd
AYR
$543K 0.02%
24,788
+4
+0% +$83
GHC icon
483
Graham Holdings Company
GHC
$4.97B
$540K 0.02%
932
-89
-9% -$50.5K
RYN icon
484
Rayonier
RYN
$6.45B
$537K 0.02%
17,522
-78
-0.4% -$2.5K
EG icon
485
Everest Group
EG
$14B
$535K 0.02%
2,342
-49
-2% -$11K
XLP icon
486
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$535K 0.02%
9,929
+49
+0.5% +$2.63K
JRVR icon
487
James River Group Holdings
JRVR
$194M
$533K 0.02%
12,515
+369
+3% +$15.1K
HUBB icon
488
Hubbell
HUBB
$27.5B
$531K 0.02%
3,981
+345
+9% +$42.4K
IPG
489
DELISTED
Interpublic Group of Companies
IPG
$530K 0.02%
23,195
-279
-1% -$6.31K
IWN icon
490
iShares Russell 2000 Value ETF
IWN
$14.6B
$525K 0.02%
4,037
+2,046
+103% +$276K
CHSP
491
DELISTED
Chesapeake Lodging Trust
CHSP
$524K 0.02%
16,337
+8,837
+118% +$287K
ANAT
492
DELISTED
American National Group, Inc. Common Stock
ANAT
$523K 0.02%
4,042
+495
+14% +$63.2K
MCK icon
493
McKesson
MCK
$105B
$520K 0.02%
3,919
+168
+4% +$21.9K
NUE icon
494
Nucor
NUE
$61.9B
$518K 0.02%
8,171
+75
+0.9% +$4.8K
CLGX
495
DELISTED
Corelogic, Inc.
CLGX
$517K 0.02%
10,470
+876
+9% +$44.6K
BBWI icon
496
Bath & Body Works
BBWI
$3.81B
$510K 0.02%
20,842
-13,331
-39% -$333K
FLOT icon
497
iShares Floating Rate Bond ETF
FLOT
$10.5B
$509K 0.02%
+9,979
New +$509K
MRO
498
DELISTED
Marathon Oil Corporation
MRO
$509K 0.02%
21,848
-1,154
-5% -$24.1K
XLV icon
499
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$505K 0.02%
5,302
+78
+1% +$7.05K
PE
500
DELISTED
PARSLEY ENERGY INC
PE
$503K 0.02%
17,199
+6,827
+66% +$203K
18 19
20
21 22

Similar funds

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
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.