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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
TMO icon
26
Thermo Fisher Scientific
TMO
$220B
$29M 0.9%
118,844
-594
-0.5% -$137K
BAC icon
27
Bank of America
BAC
$442B
$27.9M 0.86%
948,875
+71,365
+8% +$2.17M
PG icon
28
Procter & Gamble
PG
$339B
$27.9M 0.86%
335,120
-8,531
-2% -$698K
ABT icon
29
Abbott
ABT
$187B
$27.5M 0.85%
374,531
-2,241
-0.6% -$147K
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$27.1M 0.84%
93,151
+12,770
+16% +$3.64M
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.13T
$26.7M 0.83%
124,940
+2,608
+2% +$535K
DIS icon
32
Walt Disney
DIS
$181B
$26.6M 0.82%
227,110
-15,850
-7% -$1.76M
PFE icon
33
Pfizer
PFE
$153B
$26.3M 0.81%
629,643
-4,769
-0.8% -$184K
TJX icon
34
TJX Companies
TJX
$178B
$23.9M 0.74%
426,660
-6,182
-1% -$318K
BKNG icon
35
Booking.com
BKNG
$161B
$22.5M 0.7%
283,225
-10,625
-4% -$837K
MDT icon
36
Medtronic
MDT
$112B
$21.9M 0.68%
222,276
-3,376
-1% -$312K
KEY icon
37
KeyCorp
KEY
$24.4B
$21.2M 0.65%
1,065,034
-10,535
-1% -$219K
META icon
38
Meta Platforms (Facebook)
META
$1.51T
$21.2M 0.65%
128,693
+2,609
+2% +$472K
IBM icon
39
IBM
IBM
$224B
$20.7M 0.64%
143,135
-3,321
-2% -$464K
NEE icon
40
NextEra Energy
NEE
$177B
$20M 0.62%
476,636
-4,248
-0.9% -$181K
COST icon
41
Costco
COST
$420B
$19.3M 0.6%
82,176
-297
-0.4% -$66.9K
DHR icon
42
Danaher
DHR
$144B
$19.2M 0.59%
199,099
-109
-0.1% -$9.93K
GLD icon
43
SPDR Gold Trust
GLD
$142B
$19M 0.59%
168,114
-1,850
-1% -$212K
BLK icon
44
Blackrock
BLK
$176B
$18.7M 0.58%
39,660
-1,557
-4% -$757K
FISV
45
Fiserv Inc
FISV
$27.9B
$17.8M 0.55%
216,326
+2,754
+1% +$216K
T icon
46
AT&T
T
$163B
$16.5M 0.51%
649,218
-8,458
-1% -$207K
ORCL icon
47
Oracle
ORCL
$423B
$15.9M 0.49%
309,305
-173,284
-36% -$8.42M
ECL icon
48
Ecolab
ECL
$79.9B
$15.2M 0.47%
96,751
-2,297
-2% -$341K
CB icon
49
Chubb
CB
$135B
$15M 0.46%
112,435
-1,614
-1% -$218K
NVS icon
50
Novartis
NVS
$297B
$14.6M 0.45%
188,632
-2,447
-1% -$181K
1
2
3 4 5

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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.