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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
ALL icon
426
Allstate
ALL
$66.3B
$765K 0.02%
7,038
+1,465
+26% +$153K
VRSN icon
427
VeriSign
VRSN
$26B
$765K 0.02%
4,055
+283
+8% +$58.2K
VRTX icon
428
Vertex Pharmaceuticals
VRTX
$134B
$760K 0.02%
4,486
-132
-3% -$23.4K
VER
429
DELISTED
VEREIT, Inc.
VER
$754K 0.02%
15,420
+3,597
+30% +$170K
IR icon
430
Ingersoll Rand
IR
$33B
$752K 0.02%
26,577
-3,652
-12% -$113K
ADI icon
431
Analog Devices
ADI
$188B
$750K 0.02%
6,713
-3,858
-36% -$437K
WK icon
432
Workiva
WK
$3.76B
$744K 0.02%
16,986
+1,713
+11% +$90.3K
ANAT
433
DELISTED
American National Group, Inc. Common Stock
ANAT
$744K 0.02%
6,012
-163
-3% -$19.4K
BPYU
434
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$743K 0.02%
36,459
-1,759
-5% -$34K
DOC icon
435
Healthpeak Properties
DOC
$14.1B
$736K 0.02%
20,651
+24
+0.1% +$810
XLY icon
436
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$735K 0.02%
12,172
+50
+0.4% +$3.01K
CHTR icon
437
Charter Communications
CHTR
$18.8B
$730K 0.02%
1,772
+6
+0.3% +$2.42K
GBCI icon
438
Glacier Bancorp
GBCI
$6.39B
$729K 0.02%
18,006
-5,277
-23% -$211K
PFF icon
439
iShares Preferred and Income Securities ETF
PFF
$13.2B
$728K 0.02%
19,408
+2,756
+17% +$103K
DOV icon
440
Dover
DOV
$28.1B
$727K 0.02%
7,306
-388
-5% -$37.2K
CUZ icon
441
Cousins Properties
CUZ
$4.83B
$725K 0.02%
19,285
-24,488
-56% -$874K
SMFG icon
442
Sumitomo Mitsui Financial
SMFG
$160B
$725K 0.02%
105,930
-28,194
-21% -$193K
LAD icon
443
Lithia Motors
LAD
$8.32B
$723K 0.02%
5,459
-129
-2% -$16.5K
BABA icon
444
Alibaba
BABA
$306B
$720K 0.02%
4,305
+353
+9% +$60.7K
JD icon
445
JD.com
JD
$43.1B
$719K 0.02%
25,484
– –
LUMN icon
446
Lumen
LUMN
$6.58B
$718K 0.02%
57,502
-24,606
-30% -$292K
BIO icon
447
Bio-Rad Laboratories Class A
BIO
$9.53B
$712K 0.02%
2,140
-16
-0.7% -$5.22K
GGG icon
448
Graco
GGG
$13.5B
$710K 0.02%
15,429
-977
-6% -$46.2K
PGRE
449
DELISTED
Paramount Group
PGRE
$694K 0.02%
52,000
– –
IWP icon
450
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$690K 0.02%
9,760
-638
-6% -$45.9K
16 17
18
19 20

Similar funds

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
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.