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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
EG icon
476
Everest Group
EG
$14B
$593K 0.02%
2,227
-21
-0.9% -$5.3K
GHC icon
477
Graham Holdings Company
GHC
$4.97B
$591K 0.02%
890
-42
-5% -$29.8K
NAVI icon
478
Navient
NAVI
$804M
$588K 0.02%
45,963
-3,942
-8% -$52.5K
FRPT icon
479
Freshpet
FRPT
$3.5B
$584K 0.02%
11,730
– –
RTN
480
DELISTED
Raytheon Company
RTN
$584K 0.02%
2,975
-240
-7% -$44.5K
PNFP icon
481
Pinnacle Financial Partners Inc
PNFP
$16.1B
$578K 0.02%
10,177
-867
-8% -$48.5K
TD icon
482
Toronto Dominion Bank
TD
$203B
$577K 0.02%
9,899
-797
-7% -$45.3K
DEA
483
Easterly Government Properties
DEA
$1.16B
$576K 0.02%
10,810
-1,392
-11% -$69.1K
EXP icon
484
Eagle Materials
EXP
$6.43B
$575K 0.02%
6,383
-687
-10% -$58.9K
F icon
485
Ford
F
$55.2B
$572K 0.02%
62,492
-2,021
-3% -$19.2K
XLP icon
486
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$571K 0.02%
9,290
-397
-4% -$23.9K
HXL icon
487
Hexcel
HXL
$7.71B
$570K 0.02%
6,938
-776
-10% -$63.4K
RY icon
488
Royal Bank of Canada
RY
$295B
$569K 0.02%
7,014
-2,202
-24% -$172K
EGP icon
489
EastGroup Properties
EGP
$10.9B
$567K 0.02%
4,533
-391
-8% -$47.8K
DISCK
490
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$566K 0.02%
22,991
-3,574
-13% -$96.6K
MKC icon
491
McCormick & Company Non-Voting
MKC
$14.3B
$564K 0.02%
7,214
-296
-4% -$23.8K
DELL icon
492
Dell
DELL
$300B
$563K 0.02%
21,433
-11,447
-35% -$303K
SLYV icon
493
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$558K 0.02%
9,107
-557
-6% -$33.4K
AYR
494
DELISTED
Aircastle Ltd
AYR
$557K 0.02%
24,839
+1
+0% +$21
NTAP icon
495
NetApp
NTAP
$39.2B
$555K 0.02%
+10,563
New +$567K
AAT
496
American Assets Trust
AAT
$1.38B
$553K 0.02%
11,826
+7
+0.1% +$329
SNPS icon
497
Synopsys
SNPS
$79.1B
$551K 0.02%
4,016
-11,670
-74% -$1.58M
BRX icon
498
Brixmor Property Group
BRX
$9.11B
$548K 0.02%
+26,993
New +$507K
VUG icon
499
Vanguard Morningstar Growth ETF
VUG
$229B
$545K 0.02%
19,674
-684
-3% -$19K
UDR icon
500
UDR
UDR
$12B
$541K 0.02%
11,163
-3,609
-24% -$170K
18 19
20
21 22

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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.