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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
USG
701
DELISTED
Usg
USG
$214K 0.01%
+4,935
New +$213K
DIA icon
702
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$212K 0.01%
+800
New +$205K
ENTA icon
703
Enanta Pharmaceuticals
ENTA
$394M
$212K 0.01%
+2,479
New +$248K
APC
704
DELISTED
Anadarko Petroleum
APC
$212K 0.01%
+3,144
New +$212K
TSS
705
DELISTED
Total System Services, Inc.
TSS
$212K 0.01%
+2,142
New +$202K
JACK icon
706
Jack in the Box
JACK
$341M
$210K 0.01%
2,500
– –
NVR icon
707
NVR
NVR
$17.1B
$210K 0.01%
85
-8
-9% -$22.1K
UBNK
708
DELISTED
United Financial Bancorp, Inc.
UBNK
$210K 0.01%
12,457
-677
-5% -$11.9K
EVHC
709
DELISTED
Envision Healthcare Holdings Inc
EVHC
$210K 0.01%
4,594
-1,074
-19% -$48.2K
SLF icon
710
Sun Life Financial
SLF
$44.6B
$209K 0.01%
+5,276
New +$211K
TER icon
711
Teradyne
TER
$59.3B
$209K 0.01%
5,659
-16,000
-74% -$644K
VSS icon
712
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$208K 0.01%
+1,913
New +$218K
CUTR
713
DELISTED
Cutera, Inc.
CUTR
$207K 0.01%
6,363
-12,339
-66% -$450K
CERN
714
DELISTED
Cerner Corp
CERN
$206K 0.01%
+3,187
New +$203K
UNM icon
715
Unum
UNM
$14.2B
$205K 0.01%
5,244
-1,010
-16% -$37.7K
PAMT
716
PAMT Corp
PAMT
$284M
$204K 0.01%
+12,544
New +$176K
INGR icon
717
Ingredion
INGR
$6.6B
$202K 0.01%
+1,924
New +$196K
TWLO icon
718
Twilio
TWLO
$39.3B
$202K 0.01%
+2,346
New +$172K
TXT icon
719
Textron
TXT
$15.2B
$201K 0.01%
2,828
-1,628
-37% -$111K
WH icon
720
Wyndham Hotels & Resorts
WH
$5.38B
$201K 0.01%
+3,614
New +$207K
WTRG icon
721
Essential Utilities
WTRG
$11.4B
$201K 0.01%
+5,446
New +$201K
WPG
722
DELISTED
Washington Prime Group Inc.
WPG
$199K 0.01%
+3,033
New +$210K
RVT icon
723
Royce Value Trust
RVT
$2.3B
$196K 0.01%
11,979
+82
+0.7% +$1.33K
NWSA icon
724
News Corp Class A
NWSA
$15.5B
$195K 0.01%
14,735
-4,660
-24% -$65.4K
BBBY
725
DELISTED
Bed Bath & Beyond Inc
BBBY
$183K 0.01%
12,190
-4,510
-27% -$84.4K
27 28
29
30 31

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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.