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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
HIG icon
576
Hartford Financial Services
HIG
$38.1B
$393K 0.01%
6,487
+55
+0.9% +$3.22K
ISRG icon
577
Intuitive Surgical
ISRG
$142B
$393K 0.01%
2,181
-1,095
-33% -$189K
IYM icon
578
iShares US Basic Materials ETF
IYM
$1.03B
$393K 0.01%
4,260
– –
FR icon
579
First Industrial Realty Trust
FR
$8.35B
$390K 0.01%
9,846
– –
TCF
580
DELISTED
TCF Financial Corporation Common Stock
TCF
$389K 0.01%
10,211
-1,283
-11% -$51K
IGIB icon
581
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$388K 0.01%
+6,698
New +$385K
TROW icon
582
T. Rowe Price
TROW
$24.3B
$385K 0.01%
3,370
-168
-5% -$18.7K
EMN icon
583
Eastman Chemical
EMN
$8.55B
$383K 0.01%
5,190
-70
-1% -$5.02K
STI
584
DELISTED
SunTrust Banks, Inc.
STI
$383K 0.01%
5,570
+168
+3% +$10.8K
OHI icon
585
Omega Healthcare
OHI
$13.8B
$379K 0.01%
9,068
-4,481
-33% -$175K
PODD icon
586
Insulet
PODD
$10B
$377K 0.01%
2,284
+101
+5% +$14.2K
PINC
587
DELISTED
Premier
PINC
$374K 0.01%
12,915
-2,125
-14% -$79.1K
VGT icon
588
Vanguard Information Technology ETF
VGT
$147B
$372K 0.01%
13,816
-104
-0.7% -$2.8K
BERY
589
DELISTED
Berry Global Group, Inc.
BERY
$372K 0.01%
10,304
-2,174
-17% -$88.9K
IYR icon
590
iShares US Real Estate ETF
IYR
$4.48B
$371K 0.01%
3,966
-575
-13% -$52.4K
IGM icon
591
iShares Expanded Tech Sector ETF
IGM
$10.7B
$369K 0.01%
10,206
-1,998
-16% -$73.1K
MOS icon
592
The Mosaic Company
MOS
$7.34B
$369K 0.01%
18,010
-1,851
-9% -$40.3K
NUE icon
593
Nucor
NUE
$61.9B
$369K 0.01%
7,257
-18
-0.2% -$940
GWR
594
DELISTED
Genesee & Wyoming Inc.
GWR
$369K 0.01%
3,335
-18
-0.5% -$1.98K
RPG icon
595
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$368K 0.01%
15,555
– –
GSK icon
596
GSK
GSK
$102B
$365K 0.01%
6,837
-261
-4% -$13.4K
SCHG icon
597
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$363K 0.01%
34,536
-632
-2% -$6.66K
INFO
598
DELISTED
IHS Markit Ltd. Common Shares
INFO
$357K 0.01%
5,339
-807
-13% -$52.7K
BN icon
599
Brookfield
BN
$110B
$356K 0.01%
18,798
+2,825
+18% +$51.2K
LOPE icon
600
Grand Canyon Education
LOPE
$3.76B
$354K 0.01%
+3,601
New +$429K
22 23
24
25 26

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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.