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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
BURL icon
76
Burlington
BURL
$23.4B
$9.81M 0.3%
60,224
+138
+0.2% +$22K
ADP icon
77
Automatic Data Processing
ADP
$109B
$9.78M 0.3%
64,881
-995
-2% -$141K
DD icon
78
DuPont de Nemours
DD
$19.1B
$9.71M 0.3%
59,620
-2,250
-4% -$387K
NKE icon
79
Nike
NKE
$62.5B
$9.67M 0.3%
114,304
+76,683
+204% +$6.16M
EFA icon
80
iShares MSCI EAFE ETF
EFA
$79.8B
$9.4M 0.29%
138,644
+6,726
+5% +$454K
VMW
81
DELISTED
VMware, Inc
VMW
$9.28M 0.29%
59,459
-288
-0.5% -$44.1K
STZ icon
82
Constellation Brands
STZ
$22.8B
$9.09M 0.28%
42,146
-19,263
-31% -$4.1M
KO icon
83
Coca-Cola
KO
$374B
$9.02M 0.28%
195,246
+8,002
+4% +$366K
GILD icon
84
Gilead Sciences
GILD
$165B
$9M 0.28%
116,595
-6,048
-5% -$457K
VB icon
85
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$8.43M 0.26%
51,870
-1,997
-4% -$323K
WMT icon
86
Walmart Inc
WMT
$897B
$8.28M 0.26%
264,537
-12,978
-5% -$397K
BMY icon
87
Bristol-Myers Squibb
BMY
$132B
$8.23M 0.25%
132,662
-11,093
-8% -$658K
PSX icon
88
Phillips 66
PSX
$86B
$8.18M 0.25%
72,550
+4,780
+7% +$553K
IWD icon
89
iShares Russell 1000 Value ETF
IWD
$84.2B
$7.96M 0.25%
62,904
-2,214
-3% -$278K
LLY icon
90
Eli Lilly
LLY
$1.1T
$7.95M 0.25%
74,066
-1,512
-2% -$151K
GIS icon
91
General Mills
GIS
$19.9B
$7.88M 0.24%
183,568
-36,824
-17% -$1.67M
CSX icon
92
CSX Corp
CSX
$92.8B
$7.78M 0.24%
315,192
-13,206
-4% -$315K
CMI icon
93
Cummins
CMI
$87.4B
$7.74M 0.24%
53,021
-17,314
-25% -$2.44M
IWF icon
94
iShares Russell 1000 Growth ETF
IWF
$127B
$7.67M 0.24%
196,636
+20,380
+12% +$772K
AMED
95
DELISTED
Amedisys
AMED
$7.54M 0.23%
60,350
– –
CVS icon
96
CVS Health
CVS
$122B
$7.48M 0.23%
94,976
-56,588
-37% -$4.05M
EA
97
DELISTED
Electronic Arts
EA
$7.43M 0.23%
61,674
-3,097
-5% -$399K
CMCSA icon
98
Comcast
CMCSA
$89.4B
$7.37M 0.23%
206,750
+19,905
+11% +$705K
USB icon
99
US Bancorp
USB
$100B
$7.34M 0.23%
139,016
-2,544
-2% -$135K
OKE icon
100
Oneok
OKE
$56.9B
$7.19M 0.22%
106,008
+23,922
+29% +$1.64M
2 3
4
5 6

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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.