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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
CTLT
376
DELISTED
CATALENT, INC.
CTLT
$892K 0.03%
19,583
-356
-2% -$15K
CNK icon
377
Cinemark Holdings
CNK
$4.25B
$890K 0.03%
22,140
-53,855
-71% -$1.99M
LPSN icon
378
LivePerson
LPSN
$33.6M
$887K 0.03%
2,278
+704
+45% +$260K
MCHP icon
379
Microchip Technology
MCHP
$44B
$887K 0.03%
22,472
-1,080
-5% -$47.7K
ULTI
380
DELISTED
Ultimate Software Group Inc
ULTI
$887K 0.03%
2,755
-74
-3% -$21.9K
ALLY icon
381
Ally Financial
ALLY
$13.4B
$886K 0.03%
33,486
+1,852
+6% +$50.3K
TCO
382
DELISTED
Taubman Centers Inc.
TCO
$884K 0.03%
14,781
-16,676
-53% -$1.03M
SLG icon
383
SL Green Realty
SLG
$3.95B
$872K 0.03%
9,238
-26
-0.3% -$2.57K
AMD icon
384
Advanced Micro Devices
AMD
$774B
$871K 0.03%
+28,188
New +$636K
OGE icon
385
OGE Energy
OGE
$9.57B
$866K 0.03%
23,831
-604
-2% -$22K
HAL icon
386
Halliburton
HAL
$28.2B
$863K 0.03%
21,291
-5,412
-20% -$224K
POR icon
387
Portland General Electric
POR
$5.69B
$860K 0.03%
18,842
+551
+3% +$25.1K
ATR icon
388
AptarGroup
ATR
$8.57B
$857K 0.03%
7,947
-111
-1% -$11.4K
BJRI icon
389
BJ's Restaurants
BJRI
$1.44B
$855K 0.03%
11,841
+115
+1% +$7.72K
RSG icon
390
Republic Services
RSG
$65.9B
$852K 0.03%
11,733
-339
-3% -$24.5K
EPD icon
391
Enterprise Products Partners
EPD
$81.8B
$851K 0.03%
29,652
+3,005
+11% +$86.8K
PH icon
392
Parker-Hannifin
PH
$134B
$851K 0.03%
4,623
-260
-5% -$44.7K
CXP
393
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$845K 0.03%
35,742
– –
CACI icon
394
CACI
CACI
$14.8B
$835K 0.03%
4,536
– –
MRSH
395
Marsh
MRSH
$91.3B
$823K 0.03%
9,939
-10
-0.1% -$847
WKC icon
396
World Kinect Corp
WKC
$1.88B
$821K 0.03%
29,667
+1,762
+6% +$45.2K
SPR
397
DELISTED
Spirit AeroSystems
SPR
$808K 0.03%
8,815
+742
+9% +$65.2K
GRP.U
398
DELISTED
Granite Real Estate Investment Trust
GRP.U
$805K 0.02%
18,753
– –
DVY icon
399
iShares Select Dividend ETF
DVY
$23.7B
$801K 0.02%
8,030
+118
+1% +$11.8K
INTU icon
400
Intuit
INTU
$92B
$798K 0.02%
3,509
+500
+17% +$107K
14 15
16
17 18

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IA
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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.