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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
TGT icon
126
Target
TGT
$69B
$4.97M 0.15%
56,313
-172
-0.3% -$14.3K
PPLI
127
People Inc
PPLI
$3.03B
$4.91M 0.15%
126,809
+1,780
+1% +$57.8K
HII icon
128
Huntington Ingalls Industries
HII
$13B
$4.82M 0.15%
18,836
-10,998
-37% -$2.63M
NSC icon
129
Norfolk Southern
NSC
$75B
$4.81M 0.15%
26,659
-694
-3% -$119K
AWK icon
130
American Water Works
AWK
$26.9B
$4.67M 0.14%
53,031
-384
-0.7% -$33.8K
PAYX icon
131
Paychex
PAYX
$43.1B
$4.63M 0.14%
62,940
+131
+0.2% +$9.41K
HLF icon
132
Herbalife
HLF
$1.21B
$4.59M 0.14%
84,104
+9
+0% +$497
IJS icon
133
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$4.58M 0.14%
54,838
+1,726
+3% +$146K
MU icon
134
Micron Technology
MU
$972B
$4.51M 0.14%
101,279
+18,806
+23% +$949K
GLW icon
135
Corning
GLW
$136B
$4.37M 0.14%
123,898
-3,814
-3% -$124K
LMT icon
136
Lockheed Martin
LMT
$139B
$4.36M 0.13%
12,596
+610
+5% +$197K
XYZ
137
Block Inc
XYZ
$47.5B
$4.28M 0.13%
43,243
+1,715
+4% +$132K
BNY
138
Bank of New York Mellon
BNY
$108B
$4.23M 0.13%
82,901
-2,332
-3% -$123K
XLF icon
139
State Street Financial Select Sector SPDR ETF
XLF
$59B
$4.22M 0.13%
153,043
+66,133
+76% +$1.85M
PRU icon
140
Prudential Financial
PRU
$42.1B
$4.22M 0.13%
41,604
-3,414
-8% -$337K
TIP icon
141
iShares TIPS Bond ETF
TIP
$14.7B
$4.12M 0.13%
37,232
-2,669
-7% -$298K
SYY icon
142
Sysco
SYY
$40.1B
$3.89M 0.12%
53,111
-1,273
-2% -$91.7K
COF icon
143
Capital One
COF
$134B
$3.89M 0.12%
40,961
-4,864
-11% -$473K
VTV icon
144
Vanguard Morningstar Value ETF
VTV
$192B
$3.88M 0.12%
35,071
-632
-2% -$69K
IWB icon
145
iShares Russell 1000 ETF
IWB
$50.2B
$3.86M 0.12%
23,851
+120
+0.5% +$19K
SUB icon
146
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$3.85M 0.12%
36,789
+3,451
+10% +$363K
NVDA icon
147
NVIDIA
NVDA
$5.27T
$3.8M 0.12%
541,640
+24,960
+5% +$162K
CL icon
148
Colgate-Palmolive
CL
$74.3B
$3.78M 0.12%
56,477
-780
-1% -$52K
PM icon
149
Philip Morris
PM
$290B
$3.68M 0.11%
45,173
-17,058
-27% -$1.4M
ITB icon
150
iShares US Home Construction ETF
ITB
$2.35B
$3.66M 0.11%
103,483
-157,882
-60% -$5.99M
4 5
6
7 8

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SCC
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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.