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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
BMO icon
751
Bank of Montreal
BMO
$128B
– –
-203
Closed -$2.57M
BND icon
752
Vanguard Total Bond Market
BND
$161B
– –
-446
Closed -$5.53M
BOND icon
753
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
– –
-97
Closed -$6.91M
BUD icon
754
AB InBev
BUD
$160B
– –
-2,449
Closed -$247K
BX icon
755
Blackstone
BX
$117B
– –
-3,695
Closed -$11M
CAC icon
756
Camden National
CAC
$973M
– –
-4,597
Closed -$210K
CAH icon
757
Cardinal Health
CAH
$58.3B
– –
-1,229
Closed -$16.1M
CCI icon
758
Crown Castle
CCI
$31.6B
– –
-813
Closed -$14.1M
CENTA icon
759
Central Garden & Pet Co Class A
CENTA
$2.4B
– –
-196,688
Closed -$6.37M
CF icon
760
CF Industries
CF
$18.2B
– –
-860
Closed -$16M
CGW icon
761
Invesco S&P Global Water Index ETF
CGW
$1.08B
– –
-8,760
Closed -$13.7M
CHX
762
DELISTED
ChampionX
CHX
– –
-7,129
Closed -$297K
CPT icon
763
Camden Property Trust
CPT
$11B
– –
-20,656
Closed -$1.88M
CXW icon
764
CoreCivic
CXW
$3.27B
– –
-288
Closed -$4.49M
DBE icon
765
Invesco DB Energy Fund
DBE
$89.5M
– –
-10,472
Closed -$179K
DBO icon
766
Invesco DB Oil Fund
DBO
$385M
– –
-49,948
Closed -$622K
DY icon
767
Dycom Industries
DY
$12.3B
– –
-3,358
Closed -$317K
EBND icon
768
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
– –
-202
Closed -$544K
ESS icon
769
Essex Property Trust
ESS
$18.2B
– –
-1,622
Closed -$388K
EWBC icon
770
East-West Bancorp
EWBC
$18.2B
– –
-1,078
Closed -$18.1M
EXR icon
771
Extra Space Storage
EXR
$31.2B
– –
-98
Closed -$4.9M
FAST icon
772
Fastenal
FAST
$60.3B
– –
-9,624
Closed -$13.6M
FE icon
773
FirstEnergy
FE
$27.1B
– –
-687
Closed -$17.1M
FOR icon
774
Forestar Group
FOR
$1.47B
– –
-11,398
Closed -$237K
GDX icon
775
VanEck Gold Miners ETF
GDX
$27.4B
– –
-350
Closed -$1.12M
29 30
31
32 33

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.