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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
CURO
451
DELISTED
CURO Group Holdings Corp.
CURO
$620K 0.02%
+20,500
New +$589K
HPE icon
452
Hewlett Packard
HPE
$72B
$619K 0.02%
37,938
+6,100
+19% +$97.7K
MORN icon
453
Morningstar
MORN
$7.33B
$619K 0.02%
+4,917
New +$663K
MTDR icon
454
Matador Resources
MTDR
$6.51B
$614K 0.02%
18,593
+901
+5% +$28.8K
MUB icon
455
iShares National Muni Bond ETF
MUB
$45.8B
$609K 0.02%
5,641
– –
MKC icon
456
McCormick & Company Non-Voting
MKC
$14.2B
$607K 0.02%
9,212
-762
-8% -$47K
SDY icon
457
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$606K 0.02%
6,185
+703
+13% +$68.1K
DEA
458
Easterly Government Properties
DEA
$1.14B
$603K 0.02%
12,451
-15,374
-55% -$757K
RL icon
459
Ralph Lauren
RL
$23.7B
$602K 0.02%
4,380
+175
+4% +$23.3K
TAP icon
460
Molson Coors Class B
TAP
$7.83B
$601K 0.02%
+9,775
New +$647K
KBE icon
461
State Street SPDR S&P Bank ETF
KBE
$1.73B
$599K 0.02%
+12,862
New +$627K
NTAP icon
462
NetApp
NTAP
$38.9B
$597K 0.02%
6,947
+1,339
+24% +$111K
UDR icon
463
UDR
UDR
$12B
$597K 0.02%
14,772
– –
HLNE icon
464
Hamilton Lane
HLNE
$5.78B
$595K 0.02%
13,435
– –
PII icon
465
Polaris
PII
$3.99B
$593K 0.02%
5,875
-65
-1% -$7.26K
IXJ icon
466
iShares Global Healthcare ETF
IXJ
$4.23B
$592K 0.02%
9,398
-60
-0.6% -$3.63K
EFV icon
467
iShares MSCI EAFE Value ETF
EFV
$30B
$587K 0.02%
11,306
+1,042
+10% +$53.7K
PARA
468
DELISTED
Paramount Global Class B
PARA
$587K 0.02%
10,215
-902
-8% -$49.8K
GT icon
469
Goodyear
GT
$1.75B
$585K 0.02%
25,049
+3,976
+19% +$93.5K
IYM icon
470
iShares US Basic Materials ETF
IYM
$1.03B
$572K 0.02%
5,810
+1,850
+47% +$186K
TTP
471
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
$571K 0.02%
8,250
– –
ALL icon
472
Allstate
ALL
$66.3B
$568K 0.02%
5,755
+755
+15% +$73.6K
VTR icon
473
Ventas
VTR
$44.6B
$567K 0.02%
10,442
-18,734
-64% -$1.08M
PEG icon
474
Public Service Enterprise Group
PEG
$37.5B
$563K 0.02%
10,683
-74
-0.7% -$3.87K
DPZ icon
475
Domino's
DPZ
$11.8B
$562K 0.02%
1,905
-423
-18% -$120K
17 18
19
20 21

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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.