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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
+1.55%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.52B
AUM Growth
-$136M
Cap. Flow
-$170M
Cap. Flow %
-4.83%
Top 10 Hldgs %
22.59%
Holding
788
New
35
Increased
165
Reduced
467
Closed
72

Top Buys

Rank Stock Value
1
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$20.6M
2
MBB icon
iShares MBS ETF
MBB
+$6.15M
3
MTCH icon
Match Group
MTCH
+$5.14M
4
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$4.83M
5
TT icon
Trane Technologies
TT
+$4.35M

Top Sells

Rank Stock Value
1
BA icon
Boeing
BA
+$8M
2
MSFT icon
Microsoft
MSFT
+$6.91M
3
EMR icon
Emerson Electric
EMR
+$6.78M
4
AAPL icon
Apple
AAPL
+$5.98M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.88M

Sector Composition

Rank Sector Weight
1 Technology 12.82%
2 Financials 9.69%
3 Healthcare 9.02%
4 Consumer Discretionary 8.38%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPC icon
226
Genuine Parts
GPC
$18.6B
$2.3M 0.07%
23,117
-2,099
-8% -$201K
CL icon
227
Colgate-Palmolive
CL
$73.6B
$2.28M 0.06%
31,067
-2,077
-6% -$151K
VTI icon
228
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$2.24M 0.06%
14,807
-838
-5% -$126K
HZNP
229
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$2.18M 0.06%
80,073
+1,436
+2% +$37.1K
CTRE icon
230
CareTrust REIT
CTRE
$9.27B
$2.17M 0.06%
92,518
– –
ROST icon
231
Ross Stores
ROST
$81B
$2.17M 0.06%
19,797
-227
-1% -$23.9K
BDX icon
232
Becton Dickinson
BDX
$49.1B
$2.17M 0.06%
8,806
-854
-9% -$211K
TRNO icon
233
Terreno Realty
TRNO
$7.47B
$2.17M 0.06%
42,474
+11,034
+35% +$552K
UPBD icon
234
Upbound Group
UPBD
$1.12B
$2.16M 0.06%
+83,678
New +$2.2M
BAC.PRL icon
235
Bank of America Series L
BAC.PRL
$4.01B
$2.15M 0.06%
1,435
– –
GM icon
236
General Motors
GM
$78.1B
$2.14M 0.06%
57,197
-420
-0.7% -$16.2K
LUV icon
237
Southwest Airlines
LUV
$22.3B
$2.14M 0.06%
39,572
-56,942
-59% -$2.98M
PWR icon
238
Quanta Services
PWR
$102B
$2.11M 0.06%
55,777
-1,345
-2% -$48.6K
DE icon
239
Deere & Co
DE
$167B
$2.08M 0.06%
12,325
-1,080
-8% -$173K
REXR icon
240
Rexford Industrial Realty
REXR
$8.12B
$2.07M 0.06%
47,017
+4,007
+9% +$171K
NTR icon
241
Nutrien
NTR
$32B
$2.07M 0.06%
41,449
+15,030
+57% +$767K
AIG icon
242
American International
AIG
$40.3B
$2.05M 0.06%
36,826
-688
-2% -$38K
LIN icon
243
Linde
LIN
$228B
$2.03M 0.06%
10,477
+4,864
+87% +$942K
IP icon
244
International Paper
IP
$22.1B
$2.02M 0.06%
51,119
-9,727
-16% -$380K
VOYA icon
245
Voya Financial
VOYA
$8.98B
$2.02M 0.06%
37,098
+281
+0.8% +$15K
CLX icon
246
Clorox
CLX
$13.1B
$1.97M 0.06%
12,981
-885
-6% -$140K
DD icon
247
DuPont de Nemours
DD
$19.7B
$1.97M 0.06%
21,996
-894
-4% -$78.7K
SYK icon
248
Stryker
SYK
$133B
$1.97M 0.06%
9,086
-295
-3% -$63.3K
IEI icon
249
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.96M 0.06%
15,487
+3,355
+28% +$424K
EQR icon
250
Equity Residential
EQR
$24.6B
$1.94M 0.06%
22,449
-11
-0% -$900
8 9
10
11 12

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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 2019 Portfolio in Review

As of Q3 2019, People's United Financial held 788 positions worth $3.52B, down 3.7% from $3.65B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial withdrew a net $170M in Q3 2019, closing 72 positions and reducing 467 holdings. Its most notable exit was World Wrestling Entertainment, an estimated $3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% 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 Veeva Systems worth $2.86M.

  • People's United Financial's largest Q3 2019 buy was Veeva Systems: 18,711 shares worth $2.86M.
  • People's United Financial added most to iShares MSCI EAFE Growth ETF in Q3 2019, an estimated $20.6M increase.
  • People's United Financial's biggest Q3 2019 reduction was Boeing, cutting an estimated $8M.
  • People's United Financial fully exited World Wrestling Entertainment in Q3 2019, selling an estimated $3M.
  • People's United Financial's ten largest holdings make up 23% of its $3.52B portfolio in Q3 2019.
  • People's United Financial opened 35 new positions and closed 72 in Q3 2019.
  • People's United Financial's portfolio value fell 3.7% quarter-over-quarter to $3.52B.

Based on People's United Financial's 13F filing for Q3 2019, filed 14 Nov 2019.