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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
DELL icon
351
Dell
DELL
$285B
$1.03M 0.03%
37,956
+5,734
+18% +$153K
FNF icon
352
Fidelity National Financial
FNF
$12.8B
$1.03M 0.03%
27,300
-846
-3% -$32.2K
AZN icon
353
AstraZeneca
AZN
$246B
$1.03M 0.03%
13,038
-555
-4% -$42K
TRNO icon
354
Terreno Realty
TRNO
$7.44B
$1.01M 0.03%
26,830
-24
-0.1% -$900
GBCI icon
355
Glacier Bancorp
GBCI
$6.39B
$994K 0.03%
23,074
+25
+0.1% +$1.09K
XBI icon
356
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$994K 0.03%
+10,366
New +$1.01M
RBA icon
357
RB Global
RBA
$16.6B
$985K 0.03%
27,254
-186
-0.7% -$6.65K
SUI icon
358
Sun Communities
SUI
$14.5B
$985K 0.03%
9,695
-187
-2% -$18.7K
GPT
359
DELISTED
Gramercy Property Trust
GPT
$981K 0.03%
35,747
– –
URI icon
360
United Rentals
URI
$71.2B
$980K 0.03%
5,991
+149
+3% +$23.2K
SBNY
361
DELISTED
Signature Bank
SBNY
$971K 0.03%
8,459
-327
-4% -$38.5K
SAP icon
362
SAP
SAP
$242B
$964K 0.03%
7,830
+46
+0.6% +$5.46K
BABA icon
363
Alibaba
BABA
$306B
$962K 0.03%
5,843
+162
+3% +$28.7K
FCPT icon
364
Four Corners Property Trust
FCPT
$2.69B
$956K 0.03%
37,220
+136
+0.4% +$3.52K
LUMN icon
365
Lumen
LUMN
$6.58B
$953K 0.03%
44,974
+19,367
+76% +$405K
TFX icon
366
Teleflex
TFX
$5.91B
$952K 0.03%
3,578
+248
+7% +$64.3K
IJR icon
367
iShares Core S&P Small-Cap ETF
IJR
$112B
$946K 0.03%
10,840
-85
-0.8% -$7.45K
BIIB icon
368
Biogen
BIIB
$30.1B
$937K 0.03%
2,653
-310
-10% -$107K
SAN icon
369
Banco Santander
SAN
$210B
$934K 0.03%
194,949
+23,766
+14% +$120K
SCHF icon
370
Schwab International Equity ETF
SCHF
$68.5B
$934K 0.03%
55,734
+1,430
+3% +$23.8K
LYG icon
371
Lloyds Banking Group
LYG
$88.5B
$930K 0.03%
306,265
+12,503
+4% +$40.1K
PENN icon
372
PENN Entertainment
PENN
$2.57B
$910K 0.03%
27,637
+81
+0.3% +$2.69K
EPM icon
373
Evolution Petroleum
EPM
$135M
$907K 0.03%
82,073
– –
MSM icon
374
MSC Industrial Direct
MSM
$6.7B
$900K 0.03%
10,220
+742
+8% +$63.3K
MDC
375
DELISTED
M.D.C. Holdings, Inc.
MDC
$894K 0.03%
35,256
– –
13 14
15
16 17

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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.