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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
NIO icon
726
NIO
NIO
$11.4B
$176K 0.01%
+25,200
New +$208K
MFA
727
MFA Financial
MFA
$926M
$167K 0.01%
5,658
-193
-3% -$5.95K
BKT icon
728
BlackRock Income Trust
BKT
$342M
$146K ﹤0.01%
8,500
– –
MRT
729
DELISTED
MedEquities Realty Trust, Inc.
MRT
$139K ﹤0.01%
14,305
– –
AMLP icon
730
Alerian MLP ETF
AMLP
$13.3B
$124K ﹤0.01%
2,324
+278
+14% +$15K
MDXG icon
731
MiMedx Group
MDXG
$633M
$124K ﹤0.01%
20,000
+10,000
+100% +$45.2K
TGNA
732
DELISTED
TEGNA Inc
TGNA
$124K ﹤0.01%
+10,368
New +$118K
ORN icon
733
Orion Group Holdings
ORN
$406M
$117K ﹤0.01%
15,504
– –
AEG icon
734
Aegon
AEG
$14B
$91K ﹤0.01%
16,516
-9,366
-36% -$48.7K
BBVA icon
735
Banco Bilbao Vizcaya Argentaria
BBVA
$158B
$71K ﹤0.01%
11,347
-13,128
-54% -$87.4K
CTHR
736
DELISTED
Charles & Colvard Ltd
CTHR
$70K ﹤0.01%
7,970
+3,470
+77% +$35K
GNW icon
737
Genworth Financial
GNW
$3.71B
$69K ﹤0.01%
16,514
+5,133
+45% +$23.2K
CPSS icon
738
Consumer Portfolio Services
CPSS
$200M
$56K ﹤0.01%
15,000
+2,360
+19% +$8.68K
COOP
739
DELISTED
Mr. Cooper
COOP
$40K ﹤0.01%
+2,369
New +$41K
JCP
740
DELISTED
J.C. Penney Company, Inc.
JCP
$34K ﹤0.01%
20,200
– –
RAD
741
DELISTED
Rite Aid Corporation
RAD
$29K ﹤0.01%
1,117
+500
+81% +$15.4K
GSAT icon
742
Globalstar
GSAT
$10.8B
$10K ﹤0.01%
1,333
– –
ADC icon
743
Agree Realty
ADC
$9.16B
– –
-42,793
Closed -$2.26M
ADNT icon
744
Adient
ADNT
$1.48B
– –
-640
Closed -$12.7M
ALE
745
DELISTED
Allete
ALE
– –
-89
Closed -$1.78M
ALLE icon
746
Allegion
ALLE
$14.2B
– –
-471
Closed -$12.7M
ALNY icon
747
Alnylam Pharmaceuticals
ALNY
$29.4B
– –
-2,130
Closed -$210K
ASPS icon
748
Altisource Portfolio Solutions
ASPS
$65.1M
– –
-3,691
Closed -$861K
BHF icon
749
Brighthouse Financial
BHF
$3.42B
– –
-1,364
Closed -$12.5M
BIP icon
750
Brookfield Infrastructure Partners
BIP
$17.8B
– –
-504
Closed -$5.77M
28 29
30
31 32

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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.