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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
ADI icon
151
Analog Devices
ADI
$187B
$3.65M 0.11%
39,504
-994
-2% -$95.5K
AJG icon
152
Arthur J. Gallagher & Co
AJG
$64.7B
$3.62M 0.11%
48,642
-812
-2% -$58.2K
PNC icon
153
PNC Financial Services
PNC
$100B
$3.56M 0.11%
26,148
+1,485
+6% +$211K
MAA icon
154
Mid-America Apartment Communities
MAA
$15.4B
$3.55M 0.11%
35,446
-405
-1% -$41K
AVB icon
155
AvalonBay Communities
AVB
$26.3B
$3.54M 0.11%
19,509
-156
-0.8% -$27.9K
SBUX icon
156
Starbucks
SBUX
$119B
$3.53M 0.11%
62,056
-113,400
-65% -$6M
IVE icon
157
iShares S&P 500 Value ETF
IVE
$50B
$3.45M 0.11%
29,755
-2,265
-7% -$260K
SPG icon
158
Simon Property Group
SPG
$71.5B
$3.44M 0.11%
19,481
+568
+3% +$100K
GPC icon
159
Genuine Parts
GPC
$18.5B
$3.43M 0.11%
34,521
-2,345
-6% -$230K
CELG
160
DELISTED
Celgene Corp
CELG
$3.43M 0.11%
38,339
-35,263
-48% -$3.12M
IWM icon
161
iShares Russell 2000 ETF
IWM
$81.5B
$3.41M 0.11%
20,284
+3,609
+22% +$609K
BDX icon
162
Becton Dickinson
BDX
$48.9B
$3.37M 0.1%
13,217
-214
-2% -$52.7K
APD icon
163
Air Products & Chemicals
APD
$68.6B
$3.34M 0.1%
19,985
-368
-2% -$59.9K
MAR icon
164
Marriott International
MAR
$90.9B
$3.23M 0.1%
24,480
+35
+0.1% +$4.46K
WY icon
165
Weyerhaeuser
WY
$18.2B
$3.23M 0.1%
100,001
+29,324
+41% +$1.02M
WBS icon
166
Webster Financial
WBS
$12.8B
$3.22M 0.1%
54,640
+11,298
+26% +$735K
YELP icon
167
Yelp
YELP
$1.35B
$3.21M 0.1%
65,343
– –
PSA icon
168
Public Storage
PSA
$60.8B
$3.2M 0.1%
15,884
+190
+1% +$41K
RCL icon
169
Royal Caribbean
RCL
$82.4B
$3.19M 0.1%
24,582
+17,785
+262% +$2.08M
ESRX
170
DELISTED
Express Scripts Holding Company
ESRX
$3.19M 0.1%
33,580
-695
-2% -$59.2K
LRCX icon
171
Lam Research
LRCX
$383B
$3.17M 0.1%
208,790
-12,150
-5% -$208K
PBCT
172
DELISTED
People's United Financial Inc
PBCT
$3.15M 0.1%
184,169
+467
+0.3% +$8.54K
CI icon
173
Cigna
CI
$73.6B
$3.12M 0.1%
14,989
-327
-2% -$60.6K
GS icon
174
Goldman Sachs
GS
$301B
$3.1M 0.1%
13,805
-118
-0.8% -$27.4K
ZBH icon
175
Zimmer Biomet
ZBH
$18.7B
$3.09M 0.1%
24,215
+87
+0.4% +$10.3K
5 6
7
8 9

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IA
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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.