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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
SRCL
826
DELISTED
Stericycle Inc
SRCL
– –
-363
Closed -$14.4M
TUP
827
DELISTED
Tupperware Brands Corporation
TUP
– –
-6,572
Closed -$270K
BIG
828
DELISTED
Big Lots, Inc.
BIG
– –
-16,584
Closed -$693K
LSXMA
829
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
– –
-6,396
Closed -$208K
QUOT
830
DELISTED
Quotient Technology Inc
QUOT
– –
-39,778
Closed -$521K
LSI
831
DELISTED
Life Storage, Inc.
LSI
– –
-23,378
Closed -$1.52M
ABMD
832
DELISTED
Abiomed Inc
ABMD
– –
-12,519
Closed -$5.12M
DRE
833
DELISTED
Duke Realty Corp.
DRE
– –
-8,761
Closed -$254K
WBT
834
DELISTED
Welbilt, Inc.
WBT
– –
-937
Closed -$7.53M
PSB
835
DELISTED
PS Business Parks, Inc.
PSB
– –
-9,510
Closed -$1.22M
ATRS
836
DELISTED
Antares Pharma, Inc.
ATRS
– –
-10,000
Closed -$26K
QTS
837
DELISTED
QTS REALTY TRUST, INC.
QTS
– –
-23,353
Closed -$922K
DNKN
838
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-358
Closed -$1.61M
GPOR
839
DELISTED
Gulfport Energy Corp.
GPOR
– –
-1,030
Closed -$10.4M
LM
840
DELISTED
Legg Mason, Inc.
LM
– –
-18,709
Closed -$650K
PIR
841
DELISTED
Pier 1 Imports, Inc.
PIR
– –
-2,174
Closed -$103K
CRCM
842
DELISTED
CARE.COM, INC.
CRCM
– –
-28,707
Closed -$599K
LPT
843
DELISTED
Liberty Property Trust
LPT
– –
-22,335
Closed -$990K
BPL
844
DELISTED
Buckeye Partners, L.P.
BPL
– –
-1,113
Closed -$509K
VSM
845
DELISTED
Versum Materials, Inc.
VSM
– –
-2,094
Closed -$16.1M
GM.WS.B
846
DELISTED
General Motors Company
GM.WS.B
– –
-10,863
Closed -$245K
DNB
847
DELISTED
Dun & Bradstreet
DNB
– –
-1,282
Closed -$15.1M
BAC.WS.A
848
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
– –
-15,000
Closed -$245K
SCG
849
DELISTED
Scana
SCG
– –
-1,657
Closed -$13.8M
LHO
850
DELISTED
LaSalle Hotel Properties
LHO
– –
-61,367
Closed -$2.1M
31 32 33
34
35

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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.