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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
RTX icon
51
RTX Corp
RTX
$302B
$14.5M 0.45%
164,918
-1,589
-1% -$133K
EOG icon
52
EOG Resources
EOG
$74.6B
$14.2M 0.44%
111,277
+1,151
+1% +$140K
EMR icon
53
Emerson Electric
EMR
$88.5B
$14.1M 0.44%
184,474
+54,514
+42% +$4.02M
MRK icon
54
Merck
MRK
$323B
$13.8M 0.43%
204,232
-334
-0.2% -$21.3K
SLB icon
55
SLB Ltd
SLB
$78.9B
$13.8M 0.43%
226,801
-25,144
-10% -$1.62M
AMGN icon
56
Amgen
AMGN
$226B
$13.8M 0.43%
66,614
-1,156
-2% -$228K
FTV icon
57
Fortive
FTV
$18.6B
$13.8M 0.43%
259,607
+3,346
+1% +$172K
ABBV icon
58
AbbVie
ABBV
$438B
$13.7M 0.42%
144,654
-5,069
-3% -$481K
VBR icon
59
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$13.7M 0.42%
98,030
-267
-0.3% -$37.4K
SHM icon
60
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$13.5M 0.42%
282,722
+16,848
+6% +$808K
TXN icon
61
Texas Instruments
TXN
$256B
$13.3M 0.41%
123,854
+43,432
+54% +$4.83M
VZ icon
62
Verizon
VZ
$195B
$12.5M 0.39%
234,304
-47,670
-17% -$2.52M
MA icon
63
Mastercard
MA
$493B
$12.2M 0.38%
54,701
+552
+1% +$115K
MET icon
64
MetLife
MET
$61.7B
$11.9M 0.37%
253,981
-7,781
-3% -$356K
IVV icon
65
iShares Core S&P 500 ETF
IVV
$904B
$11.7M 0.36%
40,122
+2,538
+7% +$728K
PPG icon
66
PPG Industries
PPG
$25.7B
$11.7M 0.36%
107,340
-866
-0.8% -$94.4K
IBB icon
67
iShares Biotechnology ETF
IBB
$9.82B
$11.7M 0.36%
95,694
+24,389
+34% +$2.87M
WFC icon
68
Wells Fargo
WFC
$265B
$11.6M 0.36%
221,031
-15,562
-7% -$889K
ADBE icon
69
Adobe
ADBE
$109B
$11.5M 0.36%
42,879
+37,356
+676% +$9.63M
CAT icon
70
Caterpillar
CAT
$385B
$11.4M 0.35%
75,047
+1,536
+2% +$217K
BRK.A icon
71
Berkshire Hathaway Class A
BRK.A
$1.14T
$10.9M 0.34%
34
– –
ELV icon
72
Elevance Health
ELV
$86.2B
$10.6M 0.33%
38,822
+864
+2% +$224K
ITW icon
73
Illinois Tool Works
ITW
$83.9B
$10.5M 0.33%
75,068
+21,987
+41% +$3.1M
IWR icon
74
iShares Russell Mid-Cap ETF
IWR
$57.5B
$10.1M 0.31%
183,128
-1,688
-0.9% -$92.5K
MDLZ icon
75
Mondelez International
MDLZ
$78.5B
$9.82M 0.3%
228,685
+23,842
+12% +$1.02M
1 2
3
4 5

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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.