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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
CTRE icon
326
CareTrust REIT
CTRE
$9.22B
$1.18M 0.04%
66,851
– –
IGSB icon
327
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.18M 0.04%
22,825
+3,735
+20% +$194K
JCI icon
328
Johnson Controls International
JCI
$93.1B
$1.18M 0.04%
33,704
-1,308
-4% -$48.2K
F icon
329
Ford
F
$56.2B
$1.17M 0.04%
125,963
-41,959
-25% -$420K
EQIX icon
330
Equinix
EQIX
$103B
$1.16M 0.04%
2,681
-3,168
-54% -$1.39M
SMFG icon
331
Sumitomo Mitsui Financial
SMFG
$160B
$1.15M 0.04%
143,517
-30,415
-17% -$240K
SCHX icon
332
Schwab US Large- Cap ETF
SCHX
$74.4B
$1.15M 0.04%
99,096
+798
+0.8% +$9.07K
IJH icon
333
iShares Core S&P Mid-Cap ETF
IJH
$127B
$1.15M 0.04%
28,475
+9,020
+46% +$363K
BTI icon
334
British American Tobacco
BTI
$123B
$1.15M 0.04%
24,565
-9,048
-27% -$460K
SON icon
335
Sonoco
SON
$5.72B
$1.14M 0.04%
20,505
+1,414
+7% +$78.7K
ROST icon
336
Ross Stores
ROST
$81.5B
$1.14M 0.04%
11,472
+21
+0.2% +$1.93K
RTN
337
DELISTED
Raytheon Company
RTN
$1.13M 0.03%
5,445
-256
-4% -$51K
VNO icon
338
Vornado Realty Trust
VNO
$7.32B
$1.12M 0.03%
15,379
-1,676
-10% -$124K
SC
339
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$1.12M 0.03%
55,882
+21,701
+63% +$445K
ORI icon
340
Old Republic International
ORI
$10.3B
$1.11M 0.03%
49,851
+6,831
+16% +$147K
SNN icon
341
Smith & Nephew
SNN
$12.6B
$1.11M 0.03%
30,023
-509
-2% -$18.4K
CRM icon
342
Salesforce
CRM
$161B
$1.1M 0.03%
6,904
+649
+10% +$96.3K
EBAY icon
343
eBay
EBAY
$47.7B
$1.1M 0.03%
33,195
+1,130
+4% +$39.2K
DORM icon
344
Dorman Products
DORM
$3.98B
$1.09M 0.03%
14,177
-347
-2% -$26.5K
ORAN
345
DELISTED
Orange
ORAN
$1.08M 0.03%
68,096
-1,949
-3% -$32.2K
ZTS icon
346
Zoetis
ZTS
$30.9B
$1.08M 0.03%
11,789
-2,744
-19% -$243K
SCHO icon
347
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$1.07M 0.03%
43,062
+10,868
+34% +$270K
BAH icon
348
Booz Allen Hamilton
BAH
$9.41B
$1.06M 0.03%
21,314
-132
-0.6% -$6.44K
SSNC icon
349
SS&C Technologies
SSNC
$18.8B
$1.04M 0.03%
18,337
-349
-2% -$19.4K
URBN icon
350
Urban Outfitters
URBN
$6.73B
$1.04M 0.03%
25,464
+2,096
+9% +$94.2K
12 13
14
15 16

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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
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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.