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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
NOC icon
276
Northrop Grumman
NOC
$81.8B
$1.47M 0.05%
4,643
+131
+3% +$39.9K
XYL icon
277
Xylem
XYL
$28.7B
$1.47M 0.05%
18,411
+1,811
+11% +$135K
NTR icon
278
Nutrien
NTR
$31.9B
$1.47M 0.05%
25,487
-832
-3% -$46.1K
NDSN icon
279
Nordson
NDSN
$17.4B
$1.46M 0.05%
10,526
-88
-0.8% -$12K
AIV
280
Aimco
AIV
$382M
$1.46M 0.05%
247,642
– –
VIG icon
281
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.46M 0.05%
13,145
-510
-4% -$54.8K
ANSS
282
DELISTED
Ansys
ANSS
$1.45M 0.04%
7,785
-286
-4% -$51.2K
VRTX icon
283
Vertex Pharmaceuticals
VRTX
$134B
$1.45M 0.04%
7,538
+44
+0.6% +$7.83K
AVT icon
284
Avnet
AVT
$7.94B
$1.45M 0.04%
32,433
+1,615
+5% +$74.1K
RF icon
285
Regions Financial
RF
$26.9B
$1.44M 0.04%
78,616
-2,404
-3% -$45.2K
BIDU icon
286
Baidu
BIDU
$36.1B
$1.43M 0.04%
6,252
-1,074
-15% -$252K
OMC icon
287
Omnicom Group
OMC
$23.6B
$1.41M 0.04%
20,787
-2,935
-12% -$206K
RWO icon
288
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$1.41M 0.04%
29,662
+784
+3% +$37.9K
ED icon
289
Consolidated Edison
ED
$39.6B
$1.38M 0.04%
18,072
-954
-5% -$75.2K
R icon
290
Ryder
R
$10B
$1.36M 0.04%
18,685
+2,103
+13% +$160K
EL icon
291
Estee Lauder
EL
$31.5B
$1.36M 0.04%
9,356
-692
-7% -$96.1K
AIG icon
292
American International
AIG
$40.6B
$1.36M 0.04%
25,525
-831
-3% -$44.6K
HSY icon
293
Hershey
HSY
$36.6B
$1.36M 0.04%
13,299
-1,356
-9% -$134K
NAVI icon
294
Navient
NAVI
$814M
$1.35M 0.04%
100,003
+4,671
+5% +$63.2K
SO icon
295
Southern Company
SO
$106B
$1.33M 0.04%
30,452
-3,083
-9% -$142K
BLKB icon
296
Blackbaud
BLKB
$2.08B
$1.31M 0.04%
12,891
-179
-1% -$18.7K
PBE icon
297
Invesco Biotechnology & Genome ETF
PBE
$359M
$1.3M 0.04%
21,830
-100
-0.5% -$5.83K
CNQ icon
298
Canadian Natural Resources
CNQ
$98B
$1.3M 0.04%
80,992
+239
+0.3% +$4.05K
DOV icon
299
Dover
DOV
$28.2B
$1.29M 0.04%
14,547
-1,178
-7% -$97.2K
WBA
300
DELISTED
Walgreens Boots Alliance
WBA
$1.28M 0.04%
17,580
-13,363
-43% -$907K
10 11
12
13 14

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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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.