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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
PAYC icon
251
Paycom
PAYC
$9.6B
$1.94M 0.06%
9,242
+4
+0% +$935
IWS icon
252
iShares Russell Mid-Cap Value ETF
IWS
$16B
$1.93M 0.05%
21,522
-906
-4% -$80.3K
INVA icon
253
Innoviva
INVA
$1.49B
$1.91M 0.05%
181,474
-56,230
-24% -$672K
LPT
254
DELISTED
Liberty Property Trust
LPT
$1.91M 0.05%
37,143
+9,926
+36% +$512K
SWK icon
255
Stanley Black & Decker
SWK
$15.8B
$1.9M 0.05%
13,170
-529
-4% -$74.7K
SCHO icon
256
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$1.9M 0.05%
75,158
+6,526
+10% +$165K
SUI icon
257
Sun Communities
SUI
$14.6B
$1.9M 0.05%
12,766
-923
-7% -$130K
IEFA icon
258
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.88M 0.05%
30,698
+3,652
+14% +$220K
LSI
259
DELISTED
Life Storage, Inc.
LSI
$1.86M 0.05%
26,546
– –
BPOP icon
260
Popular Inc
BPOP
$11.2B
$1.86M 0.05%
34,343
-507
-1% -$27.5K
MS icon
261
Morgan Stanley
MS
$338B
$1.85M 0.05%
43,276
-3,256
-7% -$139K
EL icon
262
Estee Lauder
EL
$31.6B
$1.84M 0.05%
9,276
+3,280
+55% +$627K
EXPO icon
263
Exponent
EXPO
$3.26B
$1.84M 0.05%
26,397
-7,099
-21% -$479K
CELG
264
DELISTED
Celgene Corp
CELG
$1.82M 0.05%
18,320
+7,421
+68% +$705K
UPS icon
265
United Parcel Service
UPS
$88.5B
$1.79M 0.05%
14,961
-640
-4% -$73.2K
BHB icon
266
Bar Harbor Bankshares
BHB
$671M
$1.79M 0.05%
71,791
– –
WBD icon
267
Warner Bros
WBD
$68B
$1.79M 0.05%
67,110
-1,440
-2% -$41.8K
MO icon
268
Altria Group
MO
$109B
$1.77M 0.05%
43,386
-3,945
-8% -$181K
K
269
DELISTED
Kellanova
K
$1.77M 0.05%
29,293
-22,813
-44% -$1.3M
SCHW
270
Charles Schwab
SCHW
$187B
$1.77M 0.05%
42,303
+242
+0.6% +$9.77K
PPG icon
271
PPG Industries
PPG
$25.8B
$1.77M 0.05%
14,898
-3,447
-19% -$397K
BURL icon
272
Burlington
BURL
$23.1B
$1.75M 0.05%
8,775
-30,151
-77% -$5.54M
FDX icon
273
FedEx
FDX
$76.1B
$1.75M 0.05%
11,997
-1,191
-9% -$192K
VIG icon
274
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.74M 0.05%
14,557
-2,472
-15% -$292K
CMG icon
275
Chipotle Mexican Grill
CMG
$40.4B
$1.73M 0.05%
102,950
+4,650
+5% +$74.2K
9 10
11
12 13

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
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.