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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
MSM icon
451
MSC Industrial Direct
MSM
$6.7B
$690K 0.02%
9,515
-427
-4% -$29.9K
POWI icon
452
Power Integrations
POWI
$3.54B
$688K 0.02%
15,224
-5,588
-27% -$242K
AROW icon
453
Arrow Financial
AROW
$644M
$686K 0.02%
23,109
– –
FNF icon
454
Fidelity National Financial
FNF
$12.8B
$686K 0.02%
16,058
-909
-5% -$37.8K
FAST icon
455
Fastenal
FAST
$60.1B
$682K 0.02%
41,738
-28
-0.1% -$436
PEG icon
456
Public Service Enterprise Group
PEG
$37.5B
$679K 0.02%
10,930
-389
-3% -$23.2K
MCHP icon
457
Microchip Technology
MCHP
$44B
$673K 0.02%
14,494
-1,966
-12% -$89.2K
IDXX icon
458
Idexx Laboratories
IDXX
$46.2B
$670K 0.02%
2,463
-1,692
-41% -$471K
SPR
459
DELISTED
Spirit AeroSystems
SPR
$670K 0.02%
8,147
-276
-3% -$21.6K
NOW icon
460
ServiceNow
NOW
$132B
$650K 0.02%
+12,805
New +$696K
NMIH icon
461
NMI Holdings
NMIH
$3.34B
$645K 0.02%
24,561
+6
+0% +$164
CAI
462
DELISTED
CAI International, Inc.
CAI
$645K 0.02%
29,619
-13,012
-31% -$287K
AMT icon
463
American Tower
AMT
$79B
$643K 0.02%
2,908
+11
+0.4% +$2.4K
HPQ icon
464
HP
HPQ
$26.6B
$642K 0.02%
33,921
-18,545
-35% -$364K
EPD icon
465
Enterprise Products Partners
EPD
$81.8B
$639K 0.02%
22,342
+29
+0.1% +$844
FCPT icon
466
Four Corners Property Trust
FCPT
$2.69B
$628K 0.02%
22,205
-37,936
-63% -$1.06M
CYBR
467
DELISTED
CyberArk
CYBR
$627K 0.02%
6,277
-20,579
-77% -$2.48M
JRVR icon
468
James River Group Holdings
JRVR
$194M
$627K 0.02%
12,230
-1,600
-12% -$78K
QNST icon
469
QuinStreet
QNST
$1.2B
$619K 0.02%
49,141
-81,638
-62% -$1.11M
QLTA icon
470
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$617K 0.02%
11,254
+6,689
+147% +$363K
LSCC icon
471
Lattice Semiconductor
LSCC
$17.9B
$613K 0.02%
+33,552
New +$614K
BP icon
472
BP
BP
$111B
$606K 0.02%
15,949
-1,521
-9% -$58K
ETFC
473
DELISTED
E*Trade Financial Corporation
ETFC
$603K 0.02%
13,807
-67
-0.5% -$2.97K
IEF icon
474
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$602K 0.02%
5,351
-2
-0% -$223
EVRG icon
475
Evergy
EVRG
$18.9B
$598K 0.02%
8,990
-2,896
-24% -$183K
17 18
19
20 21

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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
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.