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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
WAGE
501
DELISTED
WageWorks, Inc.
WAGE
$500K 0.02%
11,706
-707
-6% -$35.7K
MSI icon
502
Motorola Solutions
MSI
$77.3B
$497K 0.02%
3,823
-1,127
-23% -$139K
GWR
503
DELISTED
Genesee & Wyoming Inc.
GWR
$493K 0.02%
5,413
+408
+8% +$35.4K
EXP icon
504
Eagle Materials
EXP
$6.57B
$489K 0.02%
5,739
-147
-2% -$14.3K
WRLD icon
505
World Acceptance Corp
WRLD
$873M
$487K 0.02%
4,260
– –
EGIO
506
DELISTED
Edgio, Inc. Common Stock
EGIO
$483K 0.01%
2,405
– –
WRK
507
DELISTED
WestRock Company
WRK
$483K 0.01%
9,035
-7,406
-45% -$415K
BKU icon
508
Bankunited
BKU
$3.35B
$481K 0.01%
13,593
+562
+4% +$22.1K
GAP
509
The Gap Inc
GAP
$7.55B
$481K 0.01%
16,665
+1,250
+8% +$37.5K
VGT icon
510
Vanguard Information Technology ETF
VGT
$147B
$480K 0.01%
18,944
-360
-2% -$8.75K
SJM icon
511
J.M. Smucker
SJM
$12.5B
$476K 0.01%
4,652
-292
-6% -$31.9K
WAL icon
512
Western Alliance Bancorporation
WAL
$8.89B
$476K 0.01%
8,382
+951
+13% +$54.8K
STI
513
DELISTED
SunTrust Banks, Inc.
STI
$475K 0.01%
7,102
-82
-1% -$5.85K
FRC
514
DELISTED
First Republic Bank
FRC
$474K 0.01%
4,937
-592
-11% -$59.6K
DINO icon
515
HF Sinclair
DINO
$15.2B
$471K 0.01%
6,740
– –
RMR icon
516
The RMR Group
RMR
$337M
$470K 0.01%
5,057
-90
-2% -$7.91K
WHR icon
517
Whirlpool
WHR
$2.84B
$470K 0.01%
3,956
– –
DISCK
518
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$470K 0.01%
15,882
+188
+1% +$4.89K
XLI icon
519
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$468K 0.01%
5,962
+2,150
+56% +$164K
GME icon
520
GameStop
GME
$8.44B
$460K 0.01%
120,404
+6,556
+6% +$25.1K
AGO icon
521
Assured Guaranty
AGO
$3.31B
$459K 0.01%
10,870
+1,390
+15% +$55.2K
ASH icon
522
Ashland
ASH
$3.42B
$458K 0.01%
5,465
+1,943
+55% +$162K
INVA icon
523
Innoviva
INVA
$1.5B
$457K 0.01%
+30,000
New +$432K
IWP icon
524
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$456K 0.01%
6,722
-330
-5% -$21.9K
LLL
525
DELISTED
L3 Technologies, Inc.
LLL
$451K 0.01%
2,123
+122
+6% +$25.4K
19 20
21
22 23

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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.