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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
TSLA icon
551
Tesla
TSLA
$1.31T
$410K 0.01%
23,235
-6,045
-21% -$126K
EFX icon
552
Equifax
EFX
$21.4B
$408K 0.01%
3,126
+26
+0.8% +$3.39K
SPSB icon
553
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$408K 0.01%
13,533
– –
SPN
554
DELISTED
Superior Energy Services, Inc.
SPN
$407K 0.01%
4,181
+35
+0.8% +$3.29K
XLU icon
555
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$406K 0.01%
15,404
+1,400
+10% +$37.2K
CIM
556
Chimera Investment
CIM
$996M
$404K 0.01%
7,424
-34
-0.5% -$1.91K
VOD icon
557
Vodafone
VOD
$36.7B
$402K 0.01%
18,523
-1,213
-6% -$28.2K
POOL icon
558
Pool Corp
POOL
$7.32B
$400K 0.01%
2,398
+38
+2% +$6.15K
SLAB icon
559
Silicon Laboratories
SLAB
$7.22B
$400K 0.01%
4,357
+204
+5% +$19.9K
VG
560
DELISTED
Vonage Holdings Corporation
VG
$399K 0.01%
28,158
– –
BERY
561
DELISTED
Berry Global Group, Inc.
BERY
$397K 0.01%
8,923
+1,937
+28% +$85.1K
SWIR
562
DELISTED
Sierra Wireless
SWIR
$397K 0.01%
19,770
+8,570
+77% +$159K
NEOG icon
563
Neogen
NEOG
$2.51B
$388K 0.01%
10,858
– –
GHDX
564
DELISTED
Genomic Health, Inc.
GHDX
$386K 0.01%
+5,502
New +$322K
IGM icon
565
iShares Expanded Tech Sector ETF
IGM
$10.7B
$385K 0.01%
11,028
– –
APO icon
566
Apollo Global Management
APO
$80.8B
$384K 0.01%
11,115
-3,085
-22% -$108K
ACHC icon
567
Acadia Healthcare
ACHC
$2.9B
$381K 0.01%
10,829
+280
+3% +$11.2K
CME icon
568
CME Group
CME
$93.2B
$381K 0.01%
2,243
+45
+2% +$7.58K
HAE icon
569
Haemonetics
HAE
$3.97B
$379K 0.01%
3,307
+182
+6% +$18.8K
DHC
570
Diversified Healthcare Trust
DHC
$1.98B
$378K 0.01%
21,536
+107
+0.5% +$1.96K
VGK icon
571
Vanguard FTSE Europe ETF
VGK
$31B
$378K 0.01%
6,727
+1,177
+21% +$66.7K
ELME
572
Elme Communities
ELME
$144M
$377K 0.01%
12,295
-78
-0.6% -$2.4K
W icon
573
Wayfair
W
$14.1B
$377K 0.01%
+2,550
New +$324K
EPAM icon
574
EPAM Systems
EPAM
$5.15B
$374K 0.01%
2,715
+961
+55% +$129K
APLE icon
575
Apple Hospitality REIT
APLE
$3.68B
$373K 0.01%
21,333
-9,647
-31% -$171K
21 22
23
24 25

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SCC
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BAM
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ACI
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ACM
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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.