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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
AGN
101
DELISTED
Allergan plc
AGN
$7.18M 0.22%
37,687
-1,210
-3% -$222K
VEU icon
102
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$7.18M 0.22%
137,873
-5,619
-4% -$293K
WM icon
103
Waste Management
WM
$90.6B
$7.03M 0.22%
77,775
-292
-0.4% -$25.9K
UNP icon
104
Union Pacific
UNP
$174B
$6.78M 0.21%
41,694
-1,416
-3% -$213K
LUV icon
105
Southwest Airlines
LUV
$22B
$6.68M 0.21%
106,924
-430
-0.4% -$25.1K
TSE
106
DELISTED
Trinseo
TSE
$6.67M 0.21%
85,225
-7,329
-8% -$549K
NFLX icon
107
Netflix
NFLX
$318B
$6.51M 0.2%
173,970
-2,800
-2% -$102K
KMB icon
108
Kimberly-Clark
KMB
$35.9B
$6.43M 0.2%
56,617
-2,563
-4% -$287K
RDS.B
109
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$6.41M 0.2%
90,472
-1,181
-1% -$81.8K
ZION icon
110
Zions Bancorporation
ZION
$10.3B
$6.4M 0.2%
127,741
+45,887
+56% +$2.42M
TFC icon
111
Truist Financial
TFC
$63.4B
$6.37M 0.2%
131,204
-6,864
-5% -$352K
ACN icon
112
Accenture
ACN
$109B
$6.37M 0.2%
37,405
-6,454
-15% -$1.07M
COP icon
113
ConocoPhillips
COP
$148B
$6.34M 0.2%
81,884
-1,816
-2% -$131K
EW icon
114
Edwards Lifesciences
EW
$53B
$6.19M 0.19%
106,926
+92,058
+619% +$4.5M
GE icon
115
GE Aerospace
GE
$380B
$6.02M 0.19%
112,170
-1,431
-1% -$88.2K
MO icon
116
Altria Group
MO
$109B
$5.82M 0.18%
96,503
-12,862
-12% -$764K
AEP icon
117
American Electric Power
AEP
$66.9B
$5.81M 0.18%
81,919
-2,102
-3% -$150K
LEA icon
118
Lear
LEA
$8.05B
$5.67M 0.18%
39,082
-2,116
-5% -$362K
LOW icon
119
Lowe's Companies
LOW
$123B
$5.66M 0.18%
49,280
-781
-2% -$81.4K
RSP icon
120
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.54M 0.17%
51,825
-1,982
-4% -$209K
PXD
121
DELISTED
Pioneer Natural Resource Co.
PXD
$5.45M 0.17%
31,336
-2,967
-9% -$531K
SIVB
122
DELISTED
SVB Financial Group
SIVB
$5.29M 0.16%
17,001
-1,227
-7% -$387K
OXY icon
123
Occidental Petroleum
OXY
$58.6B
$5.2M 0.16%
63,330
+13,865
+28% +$1.12M
XLK icon
124
State Street Technology Select Sector SPDR ETF
XLK
$122B
$5.2M 0.16%
137,920
+77,834
+130% +$2.85M
TRV icon
125
Travelers Companies
TRV
$78.3B
$5.15M 0.16%
39,693
+1,188
+3% +$153K
3 4
5
6 7

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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.