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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
ROP icon
576
Roper Technologies
ROP
$39.5B
$367K 0.01%
1,239
+400
+48% +$118K
ALKS icon
577
Alkermes
ALKS
$8.26B
$366K 0.01%
8,638
-136
-2% -$5.9K
KMI icon
578
Kinder Morgan
KMI
$70.1B
$366K 0.01%
20,662
+4,715
+30% +$84.3K
MTD icon
579
Mettler-Toledo International
MTD
$28.8B
$364K 0.01%
598
+72
+14% +$42.4K
AVGO icon
580
Broadcom
AVGO
$1.98T
$361K 0.01%
14,640
-16,870
-54% -$378K
IEFA icon
581
iShares Core MSCI EAFE ETF
IEFA
$195B
$361K 0.01%
5,624
+1,106
+24% +$70.5K
HIG icon
582
Hartford Financial Services
HIG
$38.1B
$357K 0.01%
7,149
+130
+2% +$6.68K
A icon
583
Agilent Technologies
A
$42.2B
$356K 0.01%
+5,052
New +$334K
HXL icon
584
Hexcel
HXL
$7.6B
$356K 0.01%
5,308
+904
+21% +$61.3K
M icon
585
Macy's
M
$6.45B
$355K 0.01%
10,204
-841
-8% -$31.3K
NATI
586
DELISTED
National Instruments Corp
NATI
$355K 0.01%
7,351
+152
+2% +$6.93K
DRH icon
587
Diamondrock Hospitality Co
DRH
$2.46B
$353K 0.01%
30,225
+7,198
+31% +$85.8K
XLB icon
588
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$351K 0.01%
12,100
-2,640
-18% -$77.9K
CDK
589
DELISTED
CDK Global, Inc.
CDK
$346K 0.01%
5,520
-584
-10% -$37K
TDC icon
590
Teradata
TDC
$2.5B
$345K 0.01%
9,148
-1,995
-18% -$80.5K
LOGM
591
DELISTED
LogMein, Inc.
LOGM
$342K 0.01%
3,835
-2,389
-38% -$216K
MGK icon
592
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$340K 0.01%
13,265
– –
PB icon
593
Prosperity Bancshares
PB
$8.85B
$336K 0.01%
+4,846
New +$349K
SIRI icon
594
SiriusXM
SIRI
$9.61B
$335K 0.01%
5,313
+164
+3% +$11.4K
SHW icon
595
Sherwin-Williams
SHW
$88.5B
$322K 0.01%
2,118
+558
+36% +$82.6K
IYR icon
596
iShares US Real Estate ETF
IYR
$4.48B
$316K 0.01%
3,957
-300
-7% -$24.5K
LPNT
597
DELISTED
LifePoint Health, Inc.
LPNT
$315K 0.01%
4,882
-63
-1% -$3.84K
BRC icon
598
Brady Corp
BRC
$4.48B
$314K 0.01%
7,172
– –
CTXS
599
DELISTED
Citrix Systems Inc
CTXS
$312K 0.01%
2,803
+285
+11% +$31.5K
PNFP icon
600
Pinnacle Financial Partners Inc
PNFP
$16B
$311K 0.01%
5,166
+123
+2% +$7.79K
22 23
24
25 26

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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.