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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
GIS icon
351
General Mills
GIS
$20.3B
$1.09M 0.03%
19,853
-6,697
-25% -$361K
LTC
352
LTC Properties
LTC
$2.05B
$1.09M 0.03%
21,342
– –
KEYS icon
353
Keysight
KEYS
$58.7B
$1.09M 0.03%
11,217
-319
-3% -$29.6K
PB icon
354
Prosperity Bancshares
PB
$8.87B
$1.08M 0.03%
15,272
+63
+0.4% +$4.24K
OMF icon
355
OneMain Financial
OMF
$7.36B
$1.07M 0.03%
29,305
-13,389
-31% -$497K
TER icon
356
Teradyne
TER
$58.8B
$1.07M 0.03%
18,527
+400
+2% +$21.2K
GD icon
357
General Dynamics
GD
$106B
$1.07M 0.03%
5,847
-210
-3% -$39K
ULTA icon
358
Ulta Beauty
ULTA
$23.4B
$1.06M 0.03%
4,241
+1,123
+36% +$345K
PDBC icon
359
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.65B
$1.04M 0.03%
66,529
+26,180
+65% +$416K
TSM icon
360
TSMC
TSM
$2.18T
$1.03M 0.03%
22,145
+1,543
+7% +$65.8K
SPGI icon
361
S&P Global
SPGI
$121B
$1.03M 0.03%
4,188
-2,406
-36% -$601K
HSY icon
362
Hershey
HSY
$36.6B
$1.02M 0.03%
6,615
+280
+4% +$42.3K
TEL icon
363
TE Connectivity
TEL
$63.2B
$1.02M 0.03%
10,992
-776
-7% -$71.4K
NXPI icon
364
NXP Semiconductors
NXPI
$59.2B
$1.02M 0.03%
9,335
+249
+3% +$25.4K
OMC icon
365
Omnicom Group
OMC
$23.6B
$1.01M 0.03%
12,947
-1,285
-9% -$102K
LII icon
366
Lennox International
LII
$14.9B
$1.01M 0.03%
+4,157
New +$1.07M
SCHX icon
367
Schwab US Large- Cap ETF
SCHX
$74.4B
$1.01M 0.03%
85,176
-2,274
-3% -$26.8K
PBE icon
368
Invesco Biotechnology & Genome ETF
PBE
$359M
$1M 0.03%
21,180
-25
-0.1% -$1.28K
ALLY icon
369
Ally Financial
ALLY
$13.4B
$999K 0.03%
30,134
-614
-2% -$19.9K
CTVA icon
370
Corteva
CTVA
$51B
$999K 0.03%
35,672
+3,089
+9% +$89.3K
DORM icon
371
Dorman Products
DORM
$3.97B
$998K 0.03%
12,553
-1,853
-13% -$144K
CI icon
372
Cigna
CI
$71.9B
$997K 0.03%
6,567
-463
-7% -$75.4K
STT icon
373
State Street
STT
$51.4B
$965K 0.03%
16,310
-3,277
-17% -$182K
ERIE icon
374
Erie Indemnity
ERIE
$13.5B
$958K 0.03%
+5,159
New +$1.17M
OGE icon
375
OGE Energy
OGE
$9.6B
$948K 0.03%
20,893
-2,467
-11% -$107K
13 14
15
16 17

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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.