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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
RY icon
526
Royal Bank of Canada
RY
$292B
$450K 0.01%
5,611
– –
LAD icon
527
Lithia Motors
LAD
$8.32B
$448K 0.01%
5,495
-1,916
-26% -$169K
KRO icon
528
KRONOS Worldwide
KRO
$963M
$447K 0.01%
27,517
– –
SPDW icon
529
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$447K 0.01%
14,532
+4,142
+40% +$127K
NTRS icon
530
Northern Trust
NTRS
$34.4B
$445K 0.01%
4,351
+927
+27% +$99.2K
MCO icon
531
Moody's
MCO
$82.5B
$443K 0.01%
2,646
+106
+4% +$18.6K
LSXMK
532
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$443K 0.01%
13,401
-58
-0.4% -$2.06K
BG icon
533
Bunge Global
BG
$21.4B
$438K 0.01%
6,380
– –
CRI icon
534
Carter's
CRI
$1.46B
$435K 0.01%
4,410
+231
+6% +$24.4K
TROW icon
535
T. Rowe Price
TROW
$24.3B
$434K 0.01%
3,982
-1,714
-30% -$198K
HF
536
DELISTED
HFF Inc.
HF
$434K 0.01%
10,218
– –
ICE icon
537
Intercontinental Exchange
ICE
$84.9B
$433K 0.01%
5,779
+330
+6% +$24.8K
PANW icon
538
Palo Alto Networks
PANW
$313B
$433K 0.01%
11,532
-492
-4% -$17.9K
ENVA icon
539
Enova International
ENVA
$6.4B
$432K 0.01%
+15,000
New +$511K
GWW icon
540
W.W. Grainger
GWW
$61.3B
$432K 0.01%
1,209
-235
-16% -$80.9K
ES icon
541
Eversource Energy
ES
$26.8B
$431K 0.01%
7,022
+163
+2% +$9.97K
KR icon
542
Kroger
KR
$34.5B
$430K 0.01%
14,754
+6,840
+86% +$204K
IGV icon
543
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$429K 0.01%
+10,460
New +$409K
LULU icon
544
lululemon athletica
LULU
$14.3B
$427K 0.01%
+2,629
New +$360K
TREX icon
545
Trex
TREX
$5.07B
$427K 0.01%
11,104
– –
TRTN
546
DELISTED
Triton International Limited
TRTN
$427K 0.01%
12,826
– –
KEX icon
547
Kirby Corp
KEX
$7B
$426K 0.01%
5,176
+545
+12% +$45.7K
CCEP icon
548
Coca-Cola Europacific Partners
CCEP
$47.1B
$413K 0.01%
9,088
– –
FCX icon
549
Freeport-McMoran
FCX
$96.4B
$412K 0.01%
29,623
+3,555
+14% +$53.7K
IYH icon
550
iShares US Healthcare ETF
IYH
$3.76B
$411K 0.01%
10,125
-1,500
-13% -$57.9K
20 21
22
23 24

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.