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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
K
251
DELISTED
Kellanova
K
$1.76M 0.05%
26,760
+21,306
+391% +$1.44M
TTE icon
252
TotalEnergies
TTE
$196B
$1.74M 0.05%
2,481,572
-122,319
-5% -$83.7K
TPR icon
253
Tapestry
TPR
$32.2B
$1.74M 0.05%
34,621
-1,516
-4% -$74.2K
BAX icon
254
Baxter International
BAX
$14.4B
$1.73M 0.05%
22,375
-1,867
-8% -$138K
ARW icon
255
Arrow Electronics
ARW
$10.5B
$1.7M 0.05%
23,038
-663
-3% -$50.9K
AMAT icon
256
Applied Materials
AMAT
$416B
$1.68M 0.05%
43,419
-1,015
-2% -$44.9K
BBL
257
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.66M 0.05%
37,833
-1,069
-3% -$46.1K
AXON
258
Axon Enterprise
AXON
$51.5B
$1.66M 0.05%
24,275
+75
+0.3% +$5.06K
TTC icon
259
Toro Company
TTC
$9.46B
$1.66M 0.05%
27,601
-1,127
-4% -$68.5K
PLCE icon
260
Children's Place
PLCE
$56.3M
$1.65M 0.05%
12,941
– –
IUSG icon
261
iShares Core S&P US Growth ETF
IUSG
$33.6B
$1.64M 0.05%
26,470
-437
-2% -$26.4K
STE icon
262
Steris
STE
$23.4B
$1.62M 0.05%
14,167
-28
-0.2% -$3.17K
ACC
263
DELISTED
American Campus Communities, Inc.
ACC
$1.61M 0.05%
39,180
-866
-2% -$36.2K
FIVE icon
264
Five Below
FIVE
$13B
$1.59M 0.05%
12,259
+2
+0% +$223
AET
265
DELISTED
Aetna Inc
AET
$1.59M 0.05%
7,867
-222
-3% -$43.4K
PWR icon
266
Quanta Services
PWR
$100B
$1.56M 0.05%
46,878
+3,761
+9% +$128K
RBC icon
267
RBC Bearings
RBC
$17.5B
$1.56M 0.05%
10,376
-94
-0.9% -$13.5K
HPQ icon
268
HP
HPQ
$26.6B
$1.54M 0.05%
59,790
-4,595
-7% -$111K
SNPS icon
269
Synopsys
SNPS
$78.7B
$1.54M 0.05%
15,618
+864
+6% +$82.4K
GD icon
270
General Dynamics
GD
$106B
$1.51M 0.05%
7,367
+603
+9% +$118K
WAB icon
271
Wabtec
WAB
$50B
$1.51M 0.05%
14,384
-275
-2% -$29.6K
CC icon
272
Chemours
CC
$2.26B
$1.51M 0.05%
38,192
+1,681
+5% +$73.6K
GM icon
273
General Motors
GM
$78.3B
$1.5M 0.05%
44,594
-1,173
-3% -$43.2K
EQR icon
274
Equity Residential
EQR
$24.6B
$1.49M 0.05%
22,500
-52
-0.2% -$3.44K
RGA icon
275
Reinsurance Group of America
RGA
$16B
$1.48M 0.05%
10,220
+387
+4% +$54.7K
9 10
11
12 13

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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.