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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
NSP icon
801
Insperity
NSP
$1.96B
– –
-29,758
Closed -$2.83M
PDBC icon
802
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.63B
– –
-54,953
Closed -$1.01M
PJT icon
803
PJT Partners
PJT
$4.33B
– –
-23
Closed -$695K
POST icon
804
Post Holdings
POST
$3.45B
– –
-171
Closed -$5.08M
RHP icon
805
Ryman Hospitality Properties
RHP
$7.57B
– –
-4,687
Closed -$390K
RPV icon
806
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
– –
-3,994
Closed -$263K
SHO icon
807
Sunstone Hotel Investors
SHO
$2.01B
– –
-22,266
Closed -$370K
SLYG icon
808
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.18B
– –
-225
Closed -$2.03M
SPIB icon
809
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-900
Closed -$15M
STRA icon
810
Strategic Education
STRA
$1.84B
– –
-13,029
Closed -$1.47M
TEAM icon
811
Atlassian
TEAM
$38.5B
– –
-445
Closed -$9.08M
TEF
812
DELISTED
Telefonica
TEF
– –
-7,877
Closed -$926K
TM icon
813
Toyota
TM
$224B
– –
-110
Closed -$1.94M
TPH
814
DELISTED
Tri Pointe Homes
TPH
– –
-56,194
Closed -$919K
UL icon
815
Unilever
UL
$135B
– –
-1,319
Closed -$1.35M
USFD icon
816
US Foods
USFD
$23.9B
– –
-5,758
Closed -$218K
AD
817
Array Digital Infrastructure
AD
$3.03B
– –
-6,928
Closed -$257K
VAC icon
818
Marriott Vacations Worldwide
VAC
$3.89B
– –
-407
Closed -$14.8M
VRE
819
DELISTED
Veris Residential
VRE
– –
-29,803
Closed -$604K
VREX icon
820
Varex Imaging
VREX
$778M
– –
-889
Closed -$13M
VTWO icon
821
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-370
Closed -$15.9M
WW
822
DELISTED
WW International
WW
– –
-2,691
Closed -$272K
XLRE icon
823
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
– –
-3,602
Closed -$4.74M
XNTK icon
824
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
– –
-2,127
Closed -$15.8M
ZEUS
825
DELISTED
Olympic Steel
ZEUS
– –
-13,289
Closed -$271K
31 32
33
34 35

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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
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.