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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
MINT icon
551
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$440K 0.01%
4,322
– –
EFX icon
552
Equifax
EFX
$21.4B
$436K 0.01%
3,100
– –
XLI icon
553
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$435K 0.01%
5,598
+200
+4% +$15.3K
MTD icon
554
Mettler-Toledo International
MTD
$28.8B
$433K 0.01%
615
-86
-12% -$63.1K
TXRH icon
555
Texas Roadhouse
TXRH
$13.8B
$432K 0.01%
8,222
-309
-4% -$16.4K
ACHC icon
556
Acadia Healthcare
ACHC
$2.9B
$429K 0.01%
13,816
+69
+0.5% +$2.1K
WMB icon
557
Williams Companies
WMB
$88.4B
$428K 0.01%
17,800
-1,580
-8% -$39.8K
ASH icon
558
Ashland
ASH
$3.42B
$426K 0.01%
5,527
-125
-2% -$9.49K
SIGA icon
559
SIGA Technologies
SIGA
$207M
$426K 0.01%
83,116
-5,507
-6% -$29.7K
VNO icon
560
Vornado Realty Trust
VNO
$7.24B
$425K 0.01%
6,673
+13
+0.2% +$817
ICE icon
561
Intercontinental Exchange
ICE
$84.9B
$423K 0.01%
4,586
– –
MLKN icon
562
MillerKnoll
MLKN
$1.62B
$422K 0.01%
9,161
+1,290
+16% +$56.7K
BJRI icon
563
BJ's Restaurants
BJRI
$1.44B
$420K 0.01%
10,824
-1,657
-13% -$63.9K
KEX icon
564
Kirby Corp
KEX
$7B
$418K 0.01%
5,089
-193
-4% -$14.8K
SHW icon
565
Sherwin-Williams
SHW
$88.5B
$416K 0.01%
2,271
+3
+0.1% +$510
ES icon
566
Eversource Energy
ES
$26.8B
$413K 0.01%
4,830
-806
-14% -$64.1K
RSG icon
567
Republic Services
RSG
$65.9B
$413K 0.01%
4,775
-6,870
-59% -$604K
WCG
568
DELISTED
Wellcare Health Plans, Inc.
WCG
$412K 0.01%
1,588
-253
-14% -$69.8K
ORLY icon
569
O'Reilly Automotive
ORLY
$74.9B
$401K 0.01%
15,105
-720
-5% -$18.6K
CHCT
570
Community Healthcare Trust
CHCT
$432M
$400K 0.01%
8,974
– –
ISHG icon
571
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$398K 0.01%
5,129
+119
+2% +$9.38K
DK icon
572
Delek US
DK
$3.92B
$396K 0.01%
10,917
-909
-8% -$33.5K
HBAN icon
573
Huntington Bancshares
HBAN
$35.9B
$396K 0.01%
27,733
-852
-3% -$11.7K
KFRC icon
574
Kforce
KFRC
$1.04B
$396K 0.01%
10,476
+3,353
+47% +$116K
SNDR icon
575
Schneider National
SNDR
$6.12B
$395K 0.01%
18,191
+666
+4% +$13.1K
21 22
23
24 25

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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
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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.