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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
LNT icon
626
Alliant Energy
LNT
$17.8B
$272K 0.01%
6,398
+104
+2% +$4.47K
GBDC icon
627
Golub Capital BDC
GBDC
$3.42B
$271K 0.01%
14,779
-29,323
-66% -$541K
RPG icon
628
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$271K 0.01%
11,250
-500
-4% -$11.9K
P
629
Everpure Inc
P
$36.4B
$270K 0.01%
+10,407
New +$259K
AME icon
630
Ametek
AME
$58.8B
$269K 0.01%
+3,399
New +$260K
CMA
631
DELISTED
Comerica
CMA
$268K 0.01%
+2,974
New +$284K
O icon
632
Realty Income
O
$58.6B
$263K 0.01%
+4,761
New +$262K
LEN icon
633
Lennar Class A
LEN
$21.1B
$262K 0.01%
+5,800
New +$292K
KBAL
634
DELISTED
Kimball International
KBAL
$262K 0.01%
15,659
– –
SKX
635
DELISTED
Skechers
SKX
$261K 0.01%
9,347
– –
CHCT
636
Community Healthcare Trust
CHCT
$432M
$260K 0.01%
8,400
– –
REGN icon
637
Regeneron Pharmaceuticals
REGN
$82.1B
$259K 0.01%
+641
New +$244K
RPD icon
638
Rapid7
RPD
$894M
$259K 0.01%
+7,003
New +$235K
VO icon
639
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$259K 0.01%
6,524
+4,988
+325% +$204K
ALEX
640
DELISTED
Alexander & Baldwin
ALEX
$258K 0.01%
11,361
– –
CXT icon
641
Crane NXT
CXT
$2.95B
$258K 0.01%
7,543
-311
-4% -$9.66K
CINF icon
642
Cincinnati Financial
CINF
$26.6B
$257K 0.01%
+3,346
New +$249K
CROX icon
643
Crocs
CROX
$6.31B
$257K 0.01%
+12,052
New +$231K
MPX
644
DELISTED
Marine Products Corp
MPX
$257K 0.01%
11,215
– –
WPC icon
645
W.P. Carey
WPC
$15.9B
$257K 0.01%
+4,078
New +$262K
PDCE
646
DELISTED
PDC Energy, Inc.
PDCE
$257K 0.01%
5,250
– –
VVC
647
DELISTED
Vectren Corporation
VVC
$257K 0.01%
3,606
+506
+16% +$36.1K
STOR
648
DELISTED
STORE Capital Corporation
STOR
$255K 0.01%
+9,181
New +$258K
APH icon
649
Amphenol
APH
$206B
$254K 0.01%
+10,812
New +$251K
BPY
650
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$254K 0.01%
+12,133
New +$242K
24 25
26
27 28

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IA
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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
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.