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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
CSR
676
Centerspace
CSR
$925M
$223K 0.01%
+2,981
New +$199K
SLF icon
677
Sun Life Financial
SLF
$45B
$223K 0.01%
4,976
– –
CTAS icon
678
Cintas
CTAS
$82.2B
$222K 0.01%
+3,316
New +$212K
HCA icon
679
HCA Healthcare
HCA
$89.2B
$221K 0.01%
1,834
-187
-9% -$24.2K
BX icon
680
Blackstone
BX
$117B
$220K 0.01%
+4,506
New +$220K
INVX
681
Innovex International
INVX
$2.06B
$220K 0.01%
4,378
-644
-13% -$31.4K
Y
682
DELISTED
Alleghany Corp
Y
$218K 0.01%
+273
New +$201K
LBRDK icon
683
Liberty Broadband Class C
LBRDK
$5.21B
$217K 0.01%
2,076
+150
+8% +$15.6K
BLD
684
DELISTED
TopBuild
BLD
$216K 0.01%
+2,239
New +$198K
GAP
685
The Gap Inc
GAP
$7.6B
$215K 0.01%
12,361
-1,335
-10% -$23.7K
CBRE icon
686
CBRE Group
CBRE
$42.6B
$214K 0.01%
4,037
– –
RH icon
687
RH
RH
$3.48B
$214K 0.01%
1,255
-11,156
-90% -$1.59M
WAT icon
688
Waters Corp
WAT
$40.5B
$214K 0.01%
958
-25
-3% -$5.4K
CXT icon
689
Crane NXT
CXT
$2.95B
$212K 0.01%
7,586
-17
-0.2% -$474
SWIR
690
DELISTED
Sierra Wireless
SWIR
$211K 0.01%
19,700
– –
MTG icon
691
MGIC Investment
MTG
$6.25B
$210K 0.01%
+16,726
New +$216K
ATO icon
692
Atmos Energy
ATO
$28.4B
$209K 0.01%
+1,831
New +$200K
CBSH icon
693
Commerce Bancshares
CBSH
$8.47B
$209K 0.01%
4,839
-215
-4% -$8.97K
GVI icon
694
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$206K 0.01%
1,822
– –
VOD icon
695
Vodafone
VOD
$36.7B
$206K 0.01%
10,352
-5,600
-35% -$101K
LTHM
696
DELISTED
Livent Corporation
LTHM
$205K 0.01%
30,674
-137
-0.4% -$921
TFX icon
697
Teleflex
TFX
$5.93B
$203K 0.01%
+599
New +$209K
CROX icon
698
Crocs
CROX
$6.39B
$200K 0.01%
7,191
-60,850
-89% -$1.47M
FCX icon
699
Freeport-McMoran
FCX
$96.5B
$191K 0.01%
19,986
-3,687
-16% -$37.9K
GLOP
700
DELISTED
GASLOG PARTNERS LP
GLOP
$191K 0.01%
10,043
– –
26 27
28
29 30

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SCC
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BAM
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ACI
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ACM
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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.