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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
SBNY
401
DELISTED
Signature Bank
SBNY
$846K 0.02%
7,100
-1,368
-16% -$166K
WBA
402
DELISTED
Walgreens Boots Alliance
WBA
$843K 0.02%
15,235
-1,761
-10% -$94.4K
CTLT
403
DELISTED
CATALENT, INC.
CTLT
$835K 0.02%
17,530
-2,175
-11% -$117K
NSC icon
404
Norfolk Southern
NSC
$75.2B
$832K 0.02%
4,630
-8,055
-64% -$1.48M
SDY icon
405
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$832K 0.02%
8,110
+557
+7% +$56.2K
NEOG icon
406
Neogen
NEOG
$2.51B
$831K 0.02%
24,402
+3,148
+15% +$109K
OXY icon
407
Occidental Petroleum
OXY
$59B
$829K 0.02%
18,652
-39,358
-68% -$1.86M
AMD icon
408
Advanced Micro Devices
AMD
$774B
$826K 0.02%
+28,480
New +$893K
MIDD icon
409
Middleby
MIDD
$5.43B
$823K 0.02%
7,040
-1,421
-17% -$174K
SJM icon
410
J.M. Smucker
SJM
$12.5B
$823K 0.02%
7,479
+775
+12% +$86.4K
CSGP icon
411
CoStar Group
CSGP
$12.6B
$821K 0.02%
13,840
-7,140
-34% -$427K
WAB icon
412
Wabtec
WAB
$50.3B
$821K 0.02%
11,430
-3,028
-21% -$215K
AMP icon
413
Ameriprise Financial
AMP
$49.7B
$806K 0.02%
5,476
-83
-1% -$11.6K
ZUMZ icon
414
Zumiez
ZUMZ
$322M
$800K 0.02%
25,246
-22,277
-47% -$587K
MSI icon
415
Motorola Solutions
MSI
$77.3B
$798K 0.02%
4,681
+1,400
+43% +$240K
ELS icon
416
Equity Lifestyle Properties
ELS
$12.4B
$797K 0.02%
11,936
-390
-3% -$25.4K
UHT
417
Universal Health Realty Income Trust
UHT
$566M
$795K 0.02%
+7,733
New +$728K
KWR icon
418
Quaker Houghton
KWR
$2.94B
$791K 0.02%
5,003
-977
-16% -$167K
TWTR
419
DELISTED
Twitter, Inc.
TWTR
$788K 0.02%
19,123
-2,743
-13% -$112K
PH icon
420
Parker-Hannifin
PH
$134B
$780K 0.02%
4,319
-81
-2% -$13.8K
BIDU icon
421
Baidu
BIDU
$35.9B
$779K 0.02%
7,581
+322
+4% +$34.6K
ICUI icon
422
ICU Medical
ICUI
$4.55B
$777K 0.02%
4,866
-1,404
-22% -$280K
ATR icon
423
AptarGroup
ATR
$8.57B
$771K 0.02%
6,508
-1,049
-14% -$127K
IJT icon
424
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$771K 0.02%
8,648
-2,008
-19% -$181K
VOO icon
425
Vanguard S&P 500 ETF
VOO
$1.03T
$767K 0.02%
2,814
+406
+17% +$110K
15 16
17
18 19

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IA
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SCC
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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
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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.