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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
DOC
501
DELISTED
PHYSICIANS REALTY TRUST
DOC
$541K 0.02%
30,491
-2,082
-6% -$36.2K
TMUS icon
502
T-Mobile US
TMUS
$192B
$540K 0.02%
6,853
-1,092
-14% -$85.6K
HP icon
503
Helmerich & Payne
HP
$4.25B
$539K 0.02%
13,458
-3,327
-20% -$147K
LYB icon
504
LyondellBasell Industries
LYB
$20.7B
$539K 0.02%
6,027
-396
-6% -$32.3K
INN
505
Summit Hotel Properties
INN
$651M
$534K 0.02%
46,004
-4,837
-10% -$55.3K
AMAT icon
506
Applied Materials
AMAT
$417B
$533K 0.02%
10,685
-1,521
-12% -$73.4K
DFS
507
DELISTED
Discover Financial Services
DFS
$533K 0.02%
6,573
-31
-0.5% -$2.56K
SAM icon
508
Boston Beer
SAM
$1.85B
$530K 0.02%
1,455
+11
+0.8% +$4.32K
PII icon
509
Polaris
PII
$3.99B
$526K 0.02%
5,981
-1,160
-16% -$101K
TSN icon
510
Tyson Foods
TSN
$19.9B
$526K 0.02%
6,105
-376
-6% -$32K
DINO icon
511
HF Sinclair
DINO
$15.2B
$524K 0.01%
9,771
-13,014
-57% -$631K
COR
512
DELISTED
Coresite Realty Corporation
COR
$524K 0.01%
4,298
-644
-13% -$73.8K
SBGI icon
513
Sinclair Inc
SBGI
$989M
$523K 0.01%
12,232
+7,324
+149% +$355K
NBIX icon
514
Neurocrine Biosciences
NBIX
$16.5B
$521K 0.01%
5,779
-189
-3% -$17.7K
HUBB icon
515
Hubbell
HUBB
$27.5B
$520K 0.01%
3,957
-50
-1% -$6.45K
TCO
516
DELISTED
Taubman Centers Inc.
TCO
$515K 0.01%
12,621
-6,332
-33% -$258K
SLAB icon
517
Silicon Laboratories
SLAB
$7.22B
$510K 0.01%
4,584
-167
-4% -$18.1K
IPG
518
DELISTED
Interpublic Group of Companies
IPG
$507K 0.01%
23,501
-125
-0.5% -$2.7K
BHF icon
519
Brighthouse Financial
BHF
$3.38B
$504K 0.01%
12,449
+2,929
+31% +$109K
IXJ icon
520
iShares Global Healthcare ETF
IXJ
$4.23B
$504K 0.01%
8,254
-370
-4% -$22.6K
XLU icon
521
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$503K 0.01%
15,544
-260
-2% -$8.02K
DBO icon
522
Invesco DB Oil Fund
DBO
$393M
$497K 0.01%
52,554
– –
AN icon
523
AutoNation
AN
$6.89B
$496K 0.01%
9,776
+1,829
+23% +$86.2K
MCO icon
524
Moody's
MCO
$82.5B
$496K 0.01%
2,422
– –
TWLO icon
525
Twilio
TWLO
$39.3B
$496K 0.01%
4,509
-213
-5% -$27.6K
19 20
21
22 23

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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.