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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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.32T
$31.3M 0.89%
513,780
-30,200
-6% -$1.79M
HON icon
27
Honeywell
HON
$78B
$30.7M 0.87%
192,629
-15,801
-8% -$2.51M
TMO icon
28
Thermo Fisher Scientific
TMO
$220B
$30.4M 0.87%
104,539
-7,556
-7% -$2.16M
SPIB icon
29
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$29.8M 0.85%
844,034
+63,788
+8% +$2.24M
VIXY icon
30
ProShares VIX Short-Term Futures ETF
VIXY
$197M
$28.4M 0.81%
18,165
+2,952
+19% +$4.83M
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.33T
$27M 0.77%
442,360
-34,740
-7% -$2.06M
DIS icon
32
Walt Disney
DIS
$181B
$26.5M 0.75%
203,057
-7,502
-4% -$1.04M
NEE icon
33
NextEra Energy
NEE
$177B
$24.8M 0.71%
425,876
-23,096
-5% -$1.25M
BAC icon
34
Bank of America
BAC
$442B
$24.6M 0.7%
845,002
-42,346
-5% -$1.22M
IJH icon
35
iShares Core S&P Mid-Cap ETF
IJH
$127B
$23.6M 0.67%
610,980
+19,145
+3% +$736K
VGIT icon
36
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$23.4M 0.67%
351,472
+64,348
+22% +$4.27M
PG icon
37
Procter & Gamble
PG
$339B
$23.4M 0.66%
187,899
-21,589
-10% -$2.55M
DHR icon
38
Danaher
DHR
$144B
$23.2M 0.66%
180,861
-9,913
-5% -$1.24M
COST icon
39
Costco
COST
$420B
$22.3M 0.63%
77,443
-5,434
-7% -$1.53M
ABT icon
40
Abbott
ABT
$187B
$22.2M 0.63%
265,846
-24,544
-8% -$2.09M
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.13T
$22M 0.62%
105,640
-21,486
-17% -$4.43M
SHM icon
42
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$21.6M 0.61%
441,171
-38,590
-8% -$1.89M
META icon
43
Meta Platforms (Facebook)
META
$1.51T
$21.4M 0.61%
120,212
-5,935
-5% -$1.13M
UNH icon
44
UnitedHealth
UNH
$370B
$20.7M 0.59%
95,075
-3,829
-4% -$924K
GLD icon
45
SPDR Gold Trust
GLD
$142B
$20.6M 0.59%
148,303
-18,666
-11% -$2.6M
TJX icon
46
TJX Companies
TJX
$178B
$20.3M 0.58%
363,942
-22,046
-6% -$1.2M
AGG icon
47
iShares Core US Aggregate Bond ETF
AGG
$138B
$20M 0.57%
176,744
+2,819
+2% +$317K
FISV
48
Fiserv Inc
FISV
$27.9B
$19.8M 0.56%
190,825
-5,500
-3% -$562K
IVV icon
49
iShares Core S&P 500 ETF
IVV
$904B
$18.6M 0.53%
62,166
+1,527
+3% +$454K
IWD icon
50
iShares Russell 1000 Value ETF
IWD
$83.9B
$18.4M 0.52%
143,356
-7,589
-5% -$964K
1
2
3 4 5

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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.