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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
WAL icon
301
Western Alliance Bancorporation
WAL
$8.94B
$1.43M 0.04%
31,115
+17,766
+133% +$802K
YUMC icon
302
Yum China
YUMC
$16.3B
$1.42M 0.04%
31,228
-15,613
-33% -$697K
VBK icon
303
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$1.42M 0.04%
7,774
-85
-1% -$15.8K
SLB icon
304
SLB Ltd
SLB
$79.3B
$1.41M 0.04%
41,138
-20,667
-33% -$755K
RBC icon
305
RBC Bearings
RBC
$17.5B
$1.4M 0.04%
8,462
-1,465
-15% -$237K
DOW icon
306
Dow Inc
DOW
$22.4B
$1.4M 0.04%
29,439
-2,775
-9% -$130K
IUSV icon
307
iShares Core S&P US Value ETF
IUSV
$27.8B
$1.39M 0.04%
24,107
+562
+2% +$32K
ACC
308
DELISTED
American Campus Communities, Inc.
ACC
$1.39M 0.04%
28,816
-8,511
-23% -$402K
ADM icon
309
Archer Daniels Midland
ADM
$38.7B
$1.38M 0.04%
33,618
-819
-2% -$32.6K
MAA icon
310
Mid-America Apartment Communities
MAA
$15.4B
$1.38M 0.04%
10,582
-1,307
-11% -$162K
AZPN
311
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$1.37M 0.04%
+11,163
New +$1.37M
NDSN icon
312
Nordson
NDSN
$17.4B
$1.36M 0.04%
9,335
-998
-10% -$139K
SCHF icon
313
Schwab International Equity ETF
SCHF
$68.4B
$1.36M 0.04%
85,162
+5,640
+7% +$88.7K
VLO icon
314
Valero Energy
VLO
$92.9B
$1.35M 0.04%
15,887
-653
-4% -$52.8K
BAH icon
315
Booz Allen Hamilton
BAH
$9.43B
$1.35M 0.04%
19,057
-2,727
-13% -$193K
EPR icon
316
EPR Properties
EPR
$4.59B
$1.35M 0.04%
17,605
– –
JBGS
317
JBG SMITH
JBGS
$666M
$1.33M 0.04%
33,914
– –
WBS icon
318
Webster Financial
WBS
$12.8B
$1.33M 0.04%
28,339
-1,891
-6% -$89.4K
AVT icon
319
Avnet
AVT
$7.93B
$1.33M 0.04%
29,806
-1,405
-5% -$60.7K
KRC icon
320
Kilroy Realty
KRC
$4.31B
$1.31M 0.04%
16,867
– –
AIV
321
Aimco
AIV
$382M
$1.31M 0.04%
188,413
-1,209
-0.6% -$8.19K
RPAI
322
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$1.29M 0.04%
105,152
– –
BBL
323
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.29M 0.04%
30,104
-3,234
-10% -$148K
CGNX icon
324
Cognex
CGNX
$10.6B
$1.29M 0.04%
26,236
-4,376
-14% -$197K
BSX icon
325
Boston Scientific
BSX
$74.2B
$1.28M 0.04%
31,421
-1,072
-3% -$45.4K
11 12
13
14 15

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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
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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.