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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
JKHY icon
676
Jack Henry & Associates
JKHY
$11B
$235K 0.01%
+1,463
New +$215K
NDAQ icon
677
Nasdaq
NDAQ
$53.6B
$235K 0.01%
8,217
+81
+1% +$2.49K
EHC icon
678
Encompass Health
EHC
$12.5B
$233K 0.01%
3,753
-17,904
-83% -$1.09M
VOYA icon
679
Voya Financial
VOYA
$8.99B
$232K 0.01%
+4,677
New +$231K
FITB
680
Fifth Third Bancorp
FITB
$52.1B
$231K 0.01%
8,264
-347
-4% -$10.2K
STWD icon
681
Starwood Property Trust
STWD
$6.22B
$231K 0.01%
10,728
+1,087
+11% +$24.1K
SPXC icon
682
SPX Corp
SPXC
$11B
$229K 0.01%
6,873
– –
PGRE
683
DELISTED
Paramount Group
PGRE
$227K 0.01%
15,046
– –
DHI icon
684
D.R. Horton
DHI
$42B
$226K 0.01%
+5,339
New +$231K
NTNX icon
685
Nutanix
NTNX
$17.4B
$226K 0.01%
5,293
+43
+0.8% +$2.27K
SPYG icon
686
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.1B
$225K 0.01%
+5,874
New +$218K
BBY icon
687
Best Buy
BBY
$17.7B
$222K 0.01%
+2,803
New +$217K
DOX icon
688
Amdocs
DOX
$6.22B
$222K 0.01%
3,375
-101
-3% -$6.68K
TXRH icon
689
Texas Roadhouse
TXRH
$13.9B
$222K 0.01%
+3,204
New +$218K
EXPD icon
690
Expeditors International
EXPD
$23B
$221K 0.01%
3,004
+36
+1% +$2.66K
ABEV icon
691
Ambev
ABEV
$44.5B
$220K 0.01%
48,157
-190,485
-80% -$908K
WAT icon
692
Waters Corp
WAT
$40.7B
$220K 0.01%
+1,128
New +$218K
TFCF
693
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$220K 0.01%
4,794
+518
+12% +$23.5K
CNP icon
694
CenterPoint Energy
CNP
$26.4B
$219K 0.01%
+7,896
New +$221K
IJK icon
695
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$218K 0.01%
3,748
– –
PCH
696
DELISTED
PotlatchDeltic
PCH
$216K 0.01%
5,274
-33
-0.6% -$1.56K
MDY icon
697
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$215K 0.01%
+585
New +$214K
INFO
698
DELISTED
IHS Markit Ltd. Common Shares
INFO
$215K 0.01%
+3,975
New +$214K
IJT icon
699
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
$214K 0.01%
+2,120
New +$213K
LAZ icon
700
Lazard
LAZ
$4.26B
$214K 0.01%
+4,452
New +$221K
26 27
28
29 30

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IA
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SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
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.