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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
WEN icon
626
Wendy's
WEN
$1.44B
$300K 0.01%
15,023
– –
APH icon
627
Amphenol
APH
$206B
$298K 0.01%
12,356
-388
-3% -$8.94K
RF icon
628
Regions Financial
RF
$26.9B
$298K 0.01%
18,857
-45,145
-71% -$682K
DRE
629
DELISTED
Duke Realty Corp.
DRE
$298K 0.01%
8,761
– –
R icon
630
Ryder
R
$9.92B
$297K 0.01%
5,741
-231
-4% -$12.1K
GBDC icon
631
Golub Capital BDC
GBDC
$3.42B
$296K 0.01%
16,067
-2,804
-15% -$50.4K
UBA
632
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$296K 0.01%
12,498
-10,561
-46% -$231K
AUB icon
633
Atlantic Union Bankshares
AUB
$6.02B
$291K 0.01%
+7,802
New +$285K
JAZZ icon
634
Jazz Pharmaceuticals
JAZZ
$16.1B
$291K 0.01%
2,268
+56
+3% +$7.51K
VXX icon
635
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$145M
$291K 0.01%
+191
New +$304K
IYH icon
636
iShares US Healthcare ETF
IYH
$3.76B
$288K 0.01%
7,625
– –
PANW icon
637
Palo Alto Networks
PANW
$313B
$288K 0.01%
8,478
-306
-3% -$10.8K
TDS icon
638
Telephone and Data Systems
TDS
$3.84B
$288K 0.01%
11,148
-2,991
-21% -$83.5K
OKTA icon
639
Okta
OKTA
$26.1B
$283K 0.01%
2,874
-7,633
-73% -$953K
UTG icon
640
Reaves Utility Income Fund
UTG
$3.63B
$283K 0.01%
7,698
-7,300
-49% -$266K
SRE icon
641
Sempra
SRE
$55.9B
$280K 0.01%
3,792
-214
-5% -$15K
ATVI
642
DELISTED
Activision Blizzard
ATVI
$280K 0.01%
5,291
-1,117
-17% -$55.7K
HSIC icon
643
Henry Schein
HSIC
$9.94B
$271K 0.01%
4,261
+375
+10% +$24.2K
NDAQ icon
644
Nasdaq
NDAQ
$53.1B
$268K 0.01%
8,094
+9
+0.1% +$299
LSXMK
645
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$267K 0.01%
8,363
+787
+10% +$24.4K
HII icon
646
Huntington Ingalls Industries
HII
$12.9B
$266K 0.01%
1,256
-5
-0.4% -$1.09K
HRC
647
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$265K 0.01%
2,517
+49
+2% +$5.17K
AIZ icon
648
Assurant
AIZ
$13.9B
$264K 0.01%
2,101
-60
-3% -$7.12K
AKAM icon
649
Akamai
AKAM
$16.8B
$262K 0.01%
2,872
-486
-14% -$42.2K
GHDX
650
DELISTED
Genomic Health, Inc.
GHDX
$262K 0.01%
3,859
-10,888
-74% -$748K
24 25
26
27 28

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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.