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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
GEN icon
776
Gen Digital
GEN
$17.5B
– –
-1,982
Closed -$18.2M
GPMT
777
Granite Point Mortgage Trust
GPMT
$59.8M
– –
-233
Closed -$591K
GRPN icon
778
Groupon
GRPN
$933M
– –
-15,865
Closed -$1.36M
GTY
779
Getty Realty Corp
GTY
$2.01B
– –
-89,590
Closed -$2.52M
HAS icon
780
Hasbro
HAS
$13.3B
– –
-264
Closed -$15.4M
HCKT icon
781
Hackett Group
HCKT
$279M
– –
-33,659
Closed -$541K
HOG icon
782
Harley-Davidson
HOG
$2.72B
– –
-609
Closed -$5.83M
HR icon
783
Healthcare Realty
HR
$6.73B
– –
-17,027
Closed -$459K
HYD icon
784
VanEck High Yield Muni ETF
HYD
$4.4B
– –
-1,119
Closed -$2.81M
IDA icon
785
Idacorp
IDA
$8.08B
– –
-1,029
Closed -$2.77M
IWC icon
786
iShares Micro-Cap ETF
IWC
$1.49B
– –
-574
Closed -$7.87M
IWO icon
787
iShares Russell 2000 Growth ETF
IWO
$14.9B
– –
-168
Closed -$13.9M
JBLU icon
788
JetBlue
JBLU
$2.13B
– –
-273
Closed -$442K
FDIQ
789
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$48.3M
– –
-3,100
Closed -$11.8M
KDP icon
790
Keurig Dr Pepper
KDP
$39.9B
– –
-4,756
Closed -$580K
KRC icon
791
Kilroy Realty
KRC
$4.32B
– –
-16,913
Closed -$1.28M
LQD icon
792
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
– –
-1,314
Closed -$12.4M
LTC
793
LTC Properties
LTC
$2.12B
– –
-21,342
Closed -$912K
MED icon
794
Medifast
MED
$135M
– –
-2,086
Closed -$334K
MGPI icon
795
MGP Ingredients
MGPI
$381M
– –
-4,771
Closed -$424K
MINT icon
796
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-803
Closed -$17.5M
MITK icon
797
Mitek Systems
MITK
$837M
– –
-22,955
Closed -$204K
NAK
798
Northern Dynasty Minerals
NAK
$953M
– –
-29,695
Closed -$16K
NEM icon
799
Newmont
NEM
$124B
– –
-5,540
Closed -$209K
NGG icon
800
National Grid
NGG
$79.9B
– –
-211
Closed -$684K
30 31
32
33 34

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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
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
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.