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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
AKAM icon
651
Akamai
AKAM
$16.8B
$252K 0.01%
3,455
-1,099
-24% -$82.6K
RLJ icon
652
RLJ Lodging Trust
RLJ
$1.68B
$252K 0.01%
11,443
– –
APAM icon
653
Artisan Partners
APAM
$3.05B
$251K 0.01%
7,748
-551
-7% -$18K
EQH icon
654
Equitable Holdings
EQH
$13.9B
$251K 0.01%
+11,690
New +$256K
GLOP
655
DELISTED
GASLOG PARTNERS LP
GLOP
$251K 0.01%
10,043
– –
NVO
656
Novo Nordisk
NVO
$206B
$249K 0.01%
10,570
-36,122
-77% -$882K
RMD icon
657
ResMed
RMD
$32.2B
$249K 0.01%
+2,163
New +$237K
QEP
658
DELISTED
QEP RESOURCES, INC.
QEP
$249K 0.01%
22,015
-10,253
-32% -$111K
AL
659
DELISTED
Air Lease Corp
AL
$248K 0.01%
5,401
-212
-4% -$9.45K
HRC
660
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$248K 0.01%
2,630
– –
CE icon
661
Celanese
CE
$4.91B
$247K 0.01%
+2,162
New +$248K
SAM icon
662
Boston Beer
SAM
$1.84B
$247K 0.01%
+859
New +$258K
VEA icon
663
Vanguard FTSE Developed Markets ETF
VEA
$236B
$247K 0.01%
+5,705
New +$246K
RITM icon
664
Rithm Capital
RITM
$5.76B
$246K 0.01%
13,557
+2,422
+22% +$44.2K
WASH icon
665
Washington Trust Bancorp
WASH
$742M
$246K 0.01%
4,450
– –
IQV icon
666
IQVIA
IQV
$40.2B
$244K 0.01%
+1,881
New +$226K
TRN icon
667
Trinity Industries
TRN
$2.29B
$244K 0.01%
+9,260
New +$243K
MYGN icon
668
Myriad Genetics
MYGN
$308M
$243K 0.01%
+5,275
New +$235K
AIZ icon
669
Assurant
AIZ
$14.1B
$242K 0.01%
2,242
– –
AMRX icon
670
Amneal Pharmaceuticals
AMRX
$5.49B
$242K 0.01%
10,916
+247
+2% +$5.2K
PRSP
671
DELISTED
Perspecta Inc. Common Stock
PRSP
$241K 0.01%
+9,388
New +$219K
WCC
672
WESCO International
WCC
$18.1B
$239K 0.01%
3,888
+224
+6% +$13.4K
LMNX
673
DELISTED
Luminex Corp
LMNX
$238K 0.01%
+7,857
New +$236K
INVX
674
Innovex International
INVX
$2.08B
$237K 0.01%
4,536
-291
-6% -$15.2K
WEC icon
675
WEC Energy
WEC
$34.8B
$236K 0.01%
+3,543
New +$236K
25 26
27
28 29

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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
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ACM
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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.