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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
DXC icon
176
DXC Technology
DXC
$1.74B
$3.09M 0.1%
33,025
+1,403
+4% +$124K
DG icon
177
Dollar General
DG
$27B
$3.07M 0.09%
28,082
+100
+0.4% +$10.4K
EBIX
178
DELISTED
Ebix Inc
EBIX
$3.06M 0.09%
38,716
– –
LNC icon
179
Lincoln National
LNC
$8.75B
$3.06M 0.09%
45,217
+2,479
+6% +$164K
RDS.A
180
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$3.05M 0.09%
44,710
+1,107
+3% +$73.9K
IP icon
181
International Paper
IP
$21.9B
$3.04M 0.09%
65,264
+6,185
+10% +$307K
ATVI
182
DELISTED
Activision Blizzard
ATVI
$3.03M 0.09%
36,426
+4,387
+14% +$333K
AXP icon
183
American Express
AXP
$229B
$2.94M 0.09%
27,622
-1,794
-6% -$187K
DOC
184
DELISTED
PHYSICIANS REALTY TRUST
DOC
$2.88M 0.09%
170,923
-855
-0.5% -$14.2K
SYK icon
185
Stryker
SYK
$133B
$2.81M 0.09%
15,787
-349
-2% -$59.6K
SCHW
186
Charles Schwab
SCHW
$188B
$2.8M 0.09%
56,956
-11,724
-17% -$599K
VLO icon
187
Valero Energy
VLO
$90.7B
$2.78M 0.09%
24,413
-4,189
-15% -$476K
UPS icon
188
United Parcel Service
UPS
$89.1B
$2.72M 0.08%
23,302
-3,100
-12% -$365K
PLD icon
189
Prologis
PLD
$132B
$2.69M 0.08%
39,665
+7,278
+22% +$479K
DEO icon
190
Diageo
DEO
$54B
$2.67M 0.08%
18,843
+1,240
+7% +$178K
VWO icon
191
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.6M 0.08%
63,361
-9,152
-13% -$385K
ETN icon
192
Eaton
ETN
$173B
$2.56M 0.08%
29,573
-525
-2% -$42.9K
PLUS icon
193
ePlus
PLUS
$2.35B
$2.56M 0.08%
55,276
– –
CLX icon
194
Clorox
CLX
$13B
$2.54M 0.08%
16,916
+342
+2% +$48.6K
PYPL icon
195
PayPal
PYPL
$50.5B
$2.5M 0.08%
28,446
-1,021
-3% -$89.9K
PX
196
DELISTED
Praxair Inc
PX
$2.49M 0.08%
15,516
-269
-2% -$43.2K
LH icon
197
Labcorp
LH
$26.1B
$2.46M 0.08%
16,485
-323
-2% -$49.1K
CPRI icon
198
Capri Holdings
CPRI
$1.75B
$2.44M 0.08%
35,645
+109
+0.3% +$7.63K
SWK icon
199
Stanley Black & Decker
SWK
$15.5B
$2.42M 0.07%
16,528
-6,187
-27% -$880K
QQQ icon
200
Invesco QQQ Trust
QQQ
$479B
$2.42M 0.07%
13,029
+3,009
+30% +$544K
6 7
8
9 10

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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.