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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
AON icon
601
Aon
AON
$75.6B
$310K 0.01%
2,019
+68
+3% +$9.95K
FR icon
602
First Industrial Realty Trust
FR
$8.35B
$309K 0.01%
9,846
– –
COR icon
603
Cencora
COR
$63.7B
$307K 0.01%
3,331
+287
+9% +$24.8K
SRC
604
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$303K 0.01%
7,525
– –
MLKN icon
605
MillerKnoll
MLKN
$1.62B
$302K 0.01%
7,871
– –
EBS icon
606
Emergent Biosolutions
EBS
$228M
$301K 0.01%
+4,575
New +$267K
CHD icon
607
Church & Dwight Co
CHD
$24.4B
$300K 0.01%
+5,048
New +$286K
SNDR icon
608
Schneider National
SNDR
$6.12B
$300K 0.01%
12,020
+284
+2% +$7.6K
RHT
609
DELISTED
Red Hat Inc
RHT
$297K 0.01%
2,180
-605
-22% -$86.6K
ENB icon
610
Enbridge
ENB
$113B
$296K 0.01%
9,143
+3,230
+55% +$113K
GMS
611
DELISTED
GMS Inc
GMS
$294K 0.01%
12,692
-43,583
-77% -$1.11M
UGI icon
612
UGI
UGI
$7.54B
$294K 0.01%
+5,283
New +$285K
VTI icon
613
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$292K 0.01%
1,952
+83
+4% +$12.2K
AFG icon
614
American Financial Group
AFG
$12B
$291K 0.01%
2,625
– –
KTWO
615
DELISTED
K2M Group Holdings, Inc
KTWO
$289K 0.01%
10,562
-207
-2% -$4.85K
REGI
616
DELISTED
Renewable Energy Group, Inc.
REGI
$288K 0.01%
+10,003
New +$222K
SWKS icon
617
Skyworks Solutions
SWKS
$10.3B
$285K 0.01%
3,138
+280
+10% +$26.2K
TIER
618
DELISTED
TIER REIT, Inc.
TIER
$284K 0.01%
+11,771
New +$279K
GPN icon
619
Global Payments
GPN
$22.7B
$283K 0.01%
2,225
+367
+20% +$44.1K
GVI icon
620
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$278K 0.01%
2,591
-445
-15% -$47.9K
HCA icon
621
HCA Healthcare
HCA
$89.1B
$274K 0.01%
+1,971
New +$245K
SCHG icon
622
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$274K 0.01%
26,736
+1,080
+4% +$10.8K
MIK
623
DELISTED
Michaels Stores, Inc
MIK
$274K 0.01%
16,895
-961
-5% -$18.3K
BH icon
624
Biglari Holdings Class B
BH
$1.2B
$273K 0.01%
1,504
– –
FICO icon
625
Fair Isaac
FICO
$22.4B
$273K 0.01%
+1,195
New +$259K
23 24
25
26 27

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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.