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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
IT icon
276
Gartner
IT
$11.8B
$1.72M 0.05%
12,036
-2,255
-16% -$328K
RPM icon
277
RPM International
RPM
$14.9B
$1.72M 0.05%
24,967
-9,035
-27% -$598K
BAX icon
278
Baxter International
BAX
$14.3B
$1.71M 0.05%
19,571
-887
-4% -$75.7K
IWV icon
279
iShares Russell 3000 ETF
IWV
$20.4B
$1.71M 0.05%
9,810
+47
+0.5% +$8.15K
ZBH icon
280
Zimmer Biomet
ZBH
$18.7B
$1.7M 0.05%
12,787
-732
-5% -$94.6K
PHG icon
281
Philips
PHG
$26.6B
$1.69M 0.05%
46,157
-8,953
-16% -$329K
AGO icon
282
Assured Guaranty
AGO
$3.34B
$1.67M 0.05%
37,503
-2,149
-5% -$94.6K
UI icon
283
Ubiquiti
UI
$34.6B
$1.65M 0.05%
13,990
+1,383
+11% +$167K
DIA icon
284
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$1.65M 0.05%
6,142
+425
+7% +$113K
AYX
285
DELISTED
Alteryx Inc
AYX
$1.65M 0.05%
+15,383
New +$1.91M
SPG icon
286
Simon Property Group
SPG
$71.6B
$1.65M 0.05%
10,604
-3,665
-26% -$570K
WY icon
287
Weyerhaeuser
WY
$18.1B
$1.65M 0.05%
59,565
-44,104
-43% -$1.15M
TTC icon
288
Toro Company
TTC
$9.45B
$1.64M 0.05%
22,338
-3,896
-15% -$278K
PM icon
289
Philip Morris
PM
$288B
$1.64M 0.05%
21,539
+677
+3% +$53.6K
GSHD icon
290
Goosehead Insurance
GSHD
$2.3B
$1.62M 0.05%
+32,871
New +$1.51M
WST icon
291
West Pharmaceutical
WST
$24.6B
$1.59M 0.05%
11,226
-2,977
-21% -$410K
NFLX icon
292
Netflix
NFLX
$315B
$1.56M 0.04%
58,230
-86,710
-60% -$2.71M
TYL icon
293
Tyler Technologies
TYL
$13.2B
$1.55M 0.04%
5,901
-1,422
-19% -$348K
STE icon
294
Steris
STE
$23.4B
$1.53M 0.04%
10,585
-2,137
-17% -$319K
RGA icon
295
Reinsurance Group of America
RGA
$16B
$1.53M 0.04%
9,556
-402
-4% -$62.3K
ETN icon
296
Eaton
ETN
$179B
$1.48M 0.04%
17,742
-463
-3% -$37.5K
YUM icon
297
Yum! Brands
YUM
$39.5B
$1.46M 0.04%
12,869
+5
+0% +$571
VICI icon
298
VICI Properties
VICI
$28.6B
$1.45M 0.04%
63,974
-382
-0.6% -$8.33K
MPC icon
299
Marathon Petroleum
MPC
$92.9B
$1.44M 0.04%
23,701
-18,104
-43% -$954K
PGR icon
300
Progressive
PGR
$124B
$1.43M 0.04%
+18,563
New +$1.46M
10 11
12
13 14

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.