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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
PBF icon
426
PBF Energy
PBF
$8.22B
$722K 0.02%
14,465
+1,268
+10% +$60.3K
DFS
427
DELISTED
Discover Financial Services
DFS
$720K 0.02%
9,401
-2,139
-19% -$161K
GSK icon
428
GSK
GSK
$102B
$720K 0.02%
14,339
-4,409
-24% -$224K
POWI icon
429
Power Integrations
POWI
$3.54B
$713K 0.02%
22,538
-456
-2% -$16.4K
IR icon
430
Ingersoll Rand
IR
$33B
$707K 0.02%
24,961
+215
+0.9% +$6.03K
BR icon
431
Broadridge
BR
$19.5B
$706K 0.02%
5,354
+351
+7% +$44.5K
EVRG icon
432
Evergy
EVRG
$18.9B
$704K 0.02%
12,812
-63
-0.5% -$3.56K
SEE
433
DELISTED
Sealed Air
SEE
$702K 0.02%
17,472
-7,978
-31% -$330K
THG icon
434
Hanover Insurance
THG
$7.73B
$700K 0.02%
5,680
+33
+0.6% +$4.08K
TCBI icon
435
Texas Capital Bancshares
TCBI
$4.36B
$698K 0.02%
8,450
-279
-3% -$25.3K
KIM icon
436
Kimco Realty
KIM
$16.1B
$692K 0.02%
41,334
+131
+0.3% +$2.2K
TSM icon
437
TSMC
TSM
$2.19T
$690K 0.02%
15,633
-500
-3% -$20.7K
WMB icon
438
Williams Companies
WMB
$88.4B
$690K 0.02%
25,373
+4,605
+22% +$134K
TD icon
439
Toronto Dominion Bank
TD
$201B
$681K 0.02%
11,194
+8,408
+302% +$501K
AGG icon
440
iShares Core US Aggregate Bond ETF
AGG
$137B
$678K 0.02%
6,422
+1,793
+39% +$190K
CTSH icon
441
Cognizant
CTSH
$26.4B
$670K 0.02%
8,679
-356
-4% -$27.9K
DAL icon
442
Delta Air Lines
DAL
$59.5B
$664K 0.02%
11,468
-375
-3% -$20.6K
FIS icon
443
Fidelity National Information Services
FIS
$22.1B
$658K 0.02%
6,038
+1
+0% +$108
CUZ icon
444
Cousins Properties
CUZ
$4.83B
$654K 0.02%
18,383
+5,406
+42% +$201K
SLYV icon
445
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$650K 0.02%
9,526
+255
+3% +$17.6K
IUSV icon
446
iShares Core S&P US Value ETF
IUSV
$27.8B
$633K 0.02%
11,240
+1,028
+10% +$57.4K
WCG
447
DELISTED
Wellcare Health Plans, Inc.
WCG
$632K 0.02%
1,971
+194
+11% +$55.1K
PINC
448
DELISTED
Premier
PINC
$631K 0.02%
13,772
+612
+5% +$24.7K
VAR
449
DELISTED
Varian Medical Systems, Inc.
VAR
$627K 0.02%
5,611
-12
-0.2% -$1.36K
PRA
450
DELISTED
ProAssurance
PRA
$624K 0.02%
13,295
-295
-2% -$13K
16 17
18
19 20

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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.