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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$142M 4.4%
850,691
-15,730
-2% -$2.52M
AAPL icon
2
Apple
AAPL
$4.44T
$129M 4%
2,289,452
-42,440
-2% -$2.21M
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$98.2M 3.04%
3,148,875
+87,283
+3% +$2.73M
MSFT icon
4
Microsoft
MSFT
$3.43T
$93M 2.88%
812,823
-11,316
-1% -$1.23M
JPM icon
5
JPMorgan Chase
JPM
$939B
$66.3M 2.05%
587,534
-18,452
-3% -$2.09M
BWX icon
6
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$63.8M 1.97%
2,330,593
+73,207
+3% +$2.02M
HD icon
7
Home Depot
HD
$331B
$61.5M 1.9%
296,949
-5,768
-2% -$1.16M
BA icon
8
Boeing
BA
$171B
$56M 1.73%
150,717
-11,592
-7% -$4.07M
JNJ icon
9
Johnson & Johnson
JNJ
$622B
$52.8M 1.63%
382,239
-4,955
-1% -$658K
EEM icon
10
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$46.5M 1.44%
1,082,520
+13,492
+1% +$582K
INTC icon
11
Intel
INTC
$467B
$44.8M 1.38%
946,654
-51,674
-5% -$2.51M
AMZN icon
12
Amazon
AMZN
$2.91T
$43.5M 1.35%
434,920
+54,180
+14% +$5.09M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$41.7M 1.29%
806,225
+30,096
+4% +$1.57M
CSCO icon
14
Cisco
CSCO
$457B
$39.8M 1.23%
817,663
+1,005
+0.1% +$45.2K
CVX icon
15
Chevron
CVX
$391B
$38.7M 1.2%
316,375
-8,043
-2% -$976K
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$38M 1.18%
457,202
+15,727
+4% +$1.31M
HON icon
17
Honeywell
HON
$77.5B
$35.6M 1.1%
237,276
-1,328
-0.6% -$188K
V icon
18
Visa
V
$684B
$34.2M 1.06%
227,730
-205
-0.1% -$29.2K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.35T
$33.7M 1.04%
563,920
-5,060
-0.9% -$303K
IAU icon
20
iShares Gold Trust
IAU
$62.9B
$31.6M 0.98%
1,382,493
+86,809
+7% +$2.02M
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.35T
$29.8M 0.92%
493,960
+3,460
+0.7% +$209K
PEP icon
22
PepsiCo
PEP
$191B
$29.7M 0.92%
265,942
+87
+0% +$9.85K
MMM icon
23
3M
MMM
$90.8B
$29.4M 0.91%
166,737
-2,231
-1% -$384K
UNH icon
24
UnitedHealth
UNH
$380B
$29.3M 0.91%
110,043
-1,645
-1% -$428K
XOM icon
25
ExxonMobil
XOM
$640B
$29.2M 0.9%
343,100
-6,239
-2% -$510K
1
2 3 4 5

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IA
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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
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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.