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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
SPSB icon
601
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$354K 0.01%
11,462
-732
-6% -$22.5K
SIRI icon
602
SiriusXM
SIRI
$9.66B
$350K 0.01%
5,592
+1
+0% +$61
ROP icon
603
Roper Technologies
ROP
$39.5B
$349K 0.01%
980
-176
-15% -$63.9K
SRC
604
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$349K 0.01%
7,290
-292
-4% -$13.4K
FRC
605
DELISTED
First Republic Bank
FRC
$348K 0.01%
3,594
+39
+1% +$3.7K
WEC icon
606
WEC Energy
WEC
$34.8B
$347K 0.01%
3,648
-99
-3% -$8.92K
ENTG icon
607
Entegris
ENTG
$22.9B
$346K 0.01%
+7,347
New +$310K
GT icon
608
Goodyear
GT
$1.76B
$341K 0.01%
23,669
+459
+2% +$6.11K
CINF icon
609
Cincinnati Financial
CINF
$26.6B
$334K 0.01%
2,864
-347
-11% -$38.2K
LEN icon
610
Lennar Class A
LEN
$21.1B
$334K 0.01%
6,178
-358
-5% -$17.4K
CIM
611
Chimera Investment
CIM
$1,000M
$332K 0.01%
5,665
-2,732
-33% -$159K
EXAS
612
DELISTED
Exact Sciences
EXAS
$329K 0.01%
3,641
– –
VT icon
613
Vanguard Total World Stock ETF
VT
$81B
$329K 0.01%
4,400
-3,390
-44% -$253K
XLV icon
614
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$327K 0.01%
3,629
-473
-12% -$43.2K
BPY
615
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$321K 0.01%
11,933
– –
MTDR icon
616
Matador Resources
MTDR
$6.48B
$320K 0.01%
19,382
-1,702
-8% -$28.4K
KLAC icon
617
KLA
KLAC
$260B
$318K 0.01%
+19,930
New +$279K
FICO icon
618
Fair Isaac
FICO
$22.1B
$316K 0.01%
1,042
+10
+1% +$3.39K
NTRS icon
619
Northern Trust
NTRS
$34.4B
$316K 0.01%
3,385
-275
-8% -$25.3K
GWW icon
620
W.W. Grainger
GWW
$61.3B
$315K 0.01%
1,060
-129
-11% -$35.9K
BJ icon
621
BJs Wholesale Club
BJ
$12B
$310K 0.01%
+11,974
New +$298K
NUS icon
622
Nu Skin
NUS
$231M
$305K 0.01%
7,176
-140
-2% -$5.87K
A icon
623
Agilent Technologies
A
$42.3B
$303K 0.01%
3,951
-781
-17% -$56.3K
DHI icon
624
D.R. Horton
DHI
$42.1B
$301K 0.01%
5,704
-173
-3% -$8.26K
MGK icon
625
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$300K 0.01%
11,290
– –
23 24
25
26 27

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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
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
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MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.