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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
JCI icon
326
Johnson Controls International
JCI
$93B
$1.28M 0.04%
29,116
-264
-0.9% -$11.2K
LEA icon
327
Lear
LEA
$8.18B
$1.28M 0.04%
10,833
-7,388
-41% -$898K
NVDA icon
328
NVIDIA
NVDA
$5.25T
$1.28M 0.04%
293,480
+11,000
+4% +$46.3K
XLE icon
329
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$1.27M 0.04%
42,856
-672
-2% -$20.3K
NHI icon
330
National Health Investors
NHI
$3.4B
$1.26M 0.04%
15,275
– –
PKG icon
331
Packaging Corp of America
PKG
$23B
$1.25M 0.04%
11,770
-1,517
-11% -$154K
MANH icon
332
Manhattan Associates
MANH
$11.4B
$1.23M 0.04%
15,267
+11,222
+277% +$900K
MAR icon
333
Marriott International
MAR
$90.9B
$1.23M 0.03%
9,869
-270
-3% -$35.8K
SNN icon
334
Smith & Nephew
SNN
$12.6B
$1.22M 0.03%
25,318
-2,220
-8% -$102K
AER icon
335
AerCap
AER
$23.7B
$1.22M 0.03%
22,233
-14,383
-39% -$759K
SAP icon
336
SAP
SAP
$240B
$1.21M 0.03%
10,293
-830
-7% -$103K
SPDW icon
337
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$1.21M 0.03%
41,153
+7,327
+22% +$213K
NOC icon
338
Northrop Grumman
NOC
$81.8B
$1.21M 0.03%
3,222
-102
-3% -$36.1K
VRS
339
DELISTED
Verso Corporation
VRS
$1.21M 0.03%
97,475
-18,552
-16% -$254K
SO icon
340
Southern Company
SO
$106B
$1.2M 0.03%
19,461
-321
-2% -$18.6K
GSG icon
341
iShares S&P GSCI Commodity-Indexed Trust
GSG
$939M
$1.18M 0.03%
78,123
-5,371
-6% -$81.9K
URI icon
342
United Rentals
URI
$71.7B
$1.18M 0.03%
9,437
+15
+0.2% +$1.82K
CHGG icon
343
Chegg
CHGG
$93.4M
$1.17M 0.03%
39,202
-32,657
-45% -$1.29M
ED icon
344
Consolidated Edison
ED
$39.7B
$1.16M 0.03%
12,325
-545
-4% -$48.4K
MTB icon
345
M&T Bank
MTB
$36.6B
$1.16M 0.03%
7,371
-1,005
-12% -$158K
LULU icon
346
lululemon athletica
LULU
$14.3B
$1.15M 0.03%
5,987
-42
-0.7% -$7.85K
FIVE icon
347
Five Below
FIVE
$13.1B
$1.14M 0.03%
9,055
-2,974
-25% -$361K
AAN.A
348
DELISTED
The Aaron's Company Inc Class A
AAN.A
$1.14M 0.03%
17,769
+7,696
+76% +$495K
ANSS
349
DELISTED
Ansys
ANSS
$1.13M 0.03%
5,117
-2,584
-34% -$544K
ARW icon
350
Arrow Electronics
ARW
$10.5B
$1.1M 0.03%
14,739
-9,199
-38% -$650K
12 13
14
15 16

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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.