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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
AZN icon
376
AstraZeneca
AZN
$246B
$945K 0.03%
10,597
-303
-3% -$26.3K
ASML icon
377
ASML
ASML
$691B
$942K 0.03%
3,790
+279
+8% +$62.9K
AGN
378
DELISTED
Allergan plc
AGN
$935K 0.03%
5,553
-2,530
-31% -$412K
FIS icon
379
Fidelity National Information Services
FIS
$22.1B
$933K 0.03%
7,031
+856
+14% +$114K
CUBE icon
380
CubeSmart
CUBE
$9.2B
$932K 0.03%
26,694
– –
BOKF icon
381
BOK Financial
BOKF
$8.75B
$921K 0.03%
11,638
-782
-6% -$61.3K
EXC icon
382
Exelon
EXC
$46.2B
$919K 0.03%
26,667
-6,952
-21% -$233K
HSBC icon
383
HSBC
HSBC
$355B
$917K 0.03%
23,957
-2,074
-8% -$80.4K
RBA icon
384
RB Global
RBA
$16.6B
$917K 0.03%
22,970
-3,581
-13% -$133K
AFL icon
385
Aflac
AFL
$60.7B
$895K 0.03%
17,112
-1,282
-7% -$67.7K
QCOM icon
386
Qualcomm
QCOM
$171B
$895K 0.03%
11,734
+133
+1% +$10K
SSNC icon
387
SS&C Technologies
SSNC
$18.7B
$895K 0.03%
17,364
-1,886
-10% -$96.4K
CVCO icon
388
Cavco Industries
CVCO
$4.57B
$894K 0.03%
4,655
-510
-10% -$90.3K
POR icon
389
Portland General Electric
POR
$5.69B
$886K 0.03%
15,718
-3,084
-16% -$172K
LYG icon
390
Lloyds Banking Group
LYG
$88.5B
$874K 0.02%
331,222
+45,772
+16% +$119K
ARWR icon
391
Arrowhead Research
ARWR
$12.6B
$870K 0.02%
+30,865
New +$913K
TAP icon
392
Molson Coors Class B
TAP
$7.83B
$869K 0.02%
15,105
-1,419
-9% -$76.9K
J icon
393
Jacobs Solutions
J
$17.3B
$868K 0.02%
11,468
-39
-0.3% -$2.79K
PRDO icon
394
Perdoceo Education
PRDO
$1.95B
$866K 0.02%
54,516
+39,583
+265% +$777K
TPR icon
395
Tapestry
TPR
$32.4B
$861K 0.02%
33,060
-2,314
-7% -$61K
ITB icon
396
iShares US Home Construction ETF
ITB
$2.4B
$857K 0.02%
19,781
-2,737
-12% -$110K
DUK icon
397
Duke Energy
DUK
$96.1B
$851K 0.02%
8,874
-835
-9% -$76K
XYZ
398
Block Inc
XYZ
$47.5B
$849K 0.02%
13,707
-382
-3% -$25.9K
AVGO icon
399
Broadcom
AVGO
$1.98T
$848K 0.02%
30,700
-40
-0.1% -$1.14K
MYGN icon
400
Myriad Genetics
MYGN
$308M
$846K 0.02%
+29,543
New +$861K
14 15
16
17 18

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IA
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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.