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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
UA icon
651
Under Armour Class C
UA
$2.26B
$260K 0.01%
14,336
-11,922
-45% -$235K
BLKB icon
652
Blackbaud
BLKB
$2.07B
$258K 0.01%
2,851
-2,521
-47% -$224K
M icon
653
Macy's
M
$6.48B
$256K 0.01%
16,465
+1,716
+12% +$31.8K
EPOL icon
654
iShares MSCI Poland ETF
EPOL
$820M
$255K 0.01%
12,375
– –
KIM icon
655
Kimco Realty
KIM
$16.2B
$255K 0.01%
12,215
+199
+2% +$3.79K
EBAY icon
656
eBay
EBAY
$47.5B
$249K 0.01%
6,398
-277
-4% -$11.1K
FITB
657
Fifth Third Bancorp
FITB
$52.3B
$249K 0.01%
9,077
-748
-8% -$20.5K
CVET
658
DELISTED
Covetrus, Inc. Common Stock
CVET
$248K 0.01%
20,890
+12,405
+146% +$230K
ENB icon
659
Enbridge
ENB
$113B
$247K 0.01%
7,040
-1,412
-17% -$48.8K
EQIX icon
660
Equinix
EQIX
$103B
$246K 0.01%
426
-38
-8% -$20.4K
ASPS icon
661
Altisource Portfolio Solutions
ASPS
$65.1M
$242K 0.01%
1,496
– –
COR icon
662
Cencora
COR
$63.3B
$242K 0.01%
2,933
– –
MGC icon
663
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
$240K 0.01%
2,327
– –
CERN
664
DELISTED
Cerner Corp
CERN
$240K 0.01%
3,524
+101
+3% +$7.15K
ENV
665
DELISTED
ENVESTNET, INC.
ENV
$240K 0.01%
4,230
+994
+31% +$62.8K
TSCO icon
666
Tractor Supply
TSCO
$18.5B
$238K 0.01%
13,150
-1,405
-10% -$29.1K
DRH icon
667
Diamondrock Hospitality Co
DRH
$2.47B
$236K 0.01%
23,056
-7,169
-24% -$70.7K
ARNA
668
DELISTED
Arena Pharmaceuticals Inc
ARNA
$236K 0.01%
+5,157
New +$290K
ATH
669
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$233K 0.01%
5,539
-1,342
-20% -$55K
MRO
670
DELISTED
Marathon Oil Corporation
MRO
$232K 0.01%
18,899
-2,245
-11% -$29K
ALC icon
671
Alcon
ALC
$36.5B
$228K 0.01%
3,908
-4,857
-55% -$291K
JACK icon
672
Jack in the Box
JACK
$345M
$228K 0.01%
2,500
– –
APAM icon
673
Artisan Partners
APAM
$3.08B
$227K 0.01%
8,034
-1,371
-15% -$38.4K
VRE
674
DELISTED
Veris Residential
VRE
$227K 0.01%
10,486
-2,666
-20% -$59.3K
CATC
675
DELISTED
CAMBRIDGE BANCORP
CATC
$224K 0.01%
2,984
– –
25 26
27
28 29

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IA
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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.