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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
COR
201
DELISTED
Coresite Realty Corporation
COR
$2.4M 0.07%
21,637
+29
+0.1% +$3.3K
FDX icon
202
FedEx
FDX
$76.9B
$2.4M 0.07%
9,980
-615
-6% -$149K
HUM icon
203
Humana
HUM
$46.3B
$2.39M 0.07%
7,063
+1,967
+39% +$639K
IT icon
204
Gartner
IT
$12.2B
$2.39M 0.07%
15,072
-654
-4% -$94.8K
ALGN icon
205
Align Technology
ALGN
$12.5B
$2.38M 0.07%
6,083
-241
-4% -$88.9K
CHE icon
206
Chemed
CHE
$7.18B
$2.37M 0.07%
7,405
+30
+0.4% +$9.56K
DRI icon
207
Darden Restaurants
DRI
$24.9B
$2.35M 0.07%
21,123
+230
+1% +$25.9K
QCOM icon
208
Qualcomm
QCOM
$170B
$2.35M 0.07%
32,552
-124
-0.4% -$8.16K
LYB icon
209
LyondellBasell Industries
LYB
$20.2B
$2.33M 0.07%
22,717
-1,577
-6% -$172K
D icon
210
Dominion Energy
D
$59.1B
$2.32M 0.07%
33,060
-3,038
-8% -$215K
MS icon
211
Morgan Stanley
MS
$338B
$2.29M 0.07%
49,142
-3,095
-6% -$151K
STT icon
212
State Street
STT
$51.3B
$2.29M 0.07%
27,287
-1,441
-5% -$127K
LHX icon
213
L3Harris
LHX
$54B
$2.28M 0.07%
13,468
-5,270
-28% -$839K
HST icon
214
Host Hotels & Resorts
HST
$15.5B
$2.28M 0.07%
107,903
+17,546
+19% +$371K
XLE icon
215
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$2.27M 0.07%
59,896
+404
+0.7% +$15.1K
RPM icon
216
RPM International
RPM
$14.8B
$2.27M 0.07%
34,863
-69
-0.2% -$4.44K
VFC icon
217
VF Corp
VFC
$5.86B
$2.26M 0.07%
25,704
-213
-0.8% -$18.2K
MKTX icon
218
MarketAxess Holdings
MKTX
$5.72B
$2.23M 0.07%
12,518
-131
-1% -$25.2K
ZBRA icon
219
Zebra Technologies
ZBRA
$17.9B
$2.22M 0.07%
12,555
-683
-5% -$109K
DLR icon
220
Digital Realty Trust
DLR
$70.8B
$2.19M 0.07%
19,468
+749
+4% +$89.7K
UVE icon
221
Universal Insurance Holdings
UVE
$1.21B
$2.18M 0.07%
44,950
+60
+0.1% +$2.58K
TYL icon
222
Tyler Technologies
TYL
$13B
$2.16M 0.07%
8,824
-442
-5% -$105K
DE icon
223
Deere & Co
DE
$164B
$2.13M 0.07%
14,184
-2,785
-16% -$400K
REXR icon
224
Rexford Industrial Realty
REXR
$8.13B
$2.1M 0.07%
65,701
– –
PHG icon
225
Philips
PHG
$26.3B
$2.08M 0.06%
58,865
-7,157
-11% -$245K
7 8
9
10 11

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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.