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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
RPD icon
526
Rapid7
RPD
$894M
$494K 0.01%
10,886
+941
+9% +$52.9K
VAR
527
DELISTED
Varian Medical Systems, Inc.
VAR
$492K 0.01%
4,128
-9
-0.2% -$1.07K
MTN icon
528
Vail Resorts
MTN
$5.26B
$491K 0.01%
2,158
-94
-4% -$22.2K
POOL icon
529
Pool Corp
POOL
$7.32B
$491K 0.01%
2,434
-156
-6% -$30.1K
SLG icon
530
SL Green Realty
SLG
$3.95B
$491K 0.01%
6,198
-3
-0% -$233
ALGN icon
531
Align Technology
ALGN
$12.3B
$490K 0.01%
2,706
-1,340
-33% -$279K
PE
532
DELISTED
PARSLEY ENERGY INC
PE
$489K 0.01%
29,133
+4,804
+20% +$82.5K
VFC icon
533
VF Corp
VFC
$5.81B
$487K 0.01%
5,471
-12,758
-70% -$1.09M
ORI icon
534
Old Republic International
ORI
$10.2B
$485K 0.01%
20,594
-442
-2% -$10.1K
HST icon
535
Host Hotels & Resorts
HST
$15.3B
$479K 0.01%
27,732
-47,268
-63% -$807K
RS icon
536
Reliance Steel & Aluminium
RS
$21.6B
$479K 0.01%
4,804
-23
-0.5% -$2.25K
LECO icon
537
Lincoln Electric
LECO
$15.5B
$477K 0.01%
5,495
-2,465
-31% -$207K
HPE icon
538
Hewlett Packard
HPE
$72B
$474K 0.01%
31,248
-3,965
-11% -$56.4K
XYL icon
539
Xylem
XYL
$28.8B
$473K 0.01%
5,936
-625
-10% -$49.1K
CME icon
540
CME Group
CME
$93.2B
$469K 0.01%
2,220
-170
-7% -$35.5K
EPAM icon
541
EPAM Systems
EPAM
$5.15B
$468K 0.01%
2,565
-1,428
-36% -$269K
GPN icon
542
Global Payments
GPN
$22.7B
$468K 0.01%
2,943
+1,626
+123% +$265K
BR icon
543
Broadridge
BR
$19.5B
$464K 0.01%
3,727
-222
-6% -$28.6K
DECK icon
544
Deckers Outdoor
DECK
$12.8B
$459K 0.01%
+18,696
New +$479K
AZO icon
545
AutoZone
AZO
$49.7B
$457K 0.01%
421
+50
+13% +$56K
CRI icon
546
Carter's
CRI
$1.46B
$457K 0.01%
5,011
-829
-14% -$75.6K
SCHE icon
547
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$450K 0.01%
17,921
-1,813
-9% -$46.1K
SCHV
548
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$450K 0.01%
23,784
-291
-1% -$5.45K
PGX icon
549
Invesco Preferred ETF
PGX
$3.76B
$442K 0.01%
29,431
– –
KDP icon
550
Keurig Dr Pepper
KDP
$39.7B
$441K 0.01%
16,140
-130,134
-89% -$3.63M
20 21
22
23 24

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BAM
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ACI
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ACM
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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.