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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
TAK icon
701
Takeda Pharmaceutical
TAK
$56B
$183K 0.01%
10,614
-542
-5% -$9.37K
EPM icon
702
Evolution Petroleum
EPM
$134M
$177K 0.01%
30,309
-10,231
-25% -$62.5K
GME icon
703
GameStop
GME
$8.43B
$177K 0.01%
128,496
+19,132
+17% +$20.7K
ZYXI
704
DELISTED
Zynex
ZYXI
$175K 0.01%
+20,219
New +$165K
DBE icon
705
Invesco DB Energy Fund
DBE
$90.4M
$169K ﹤0.01%
12,647
-179
-1% -$2.46K
TGNA
706
DELISTED
TEGNA Inc
TGNA
$161K ﹤0.01%
10,368
– –
ATCO
707
DELISTED
Atlas Corp.
ATCO
$155K ﹤0.01%
+14,560
New +$152K
RVT icon
708
Royce Value Trust
RVT
$2.29B
$148K ﹤0.01%
10,770
– –
CPSS icon
709
Consumer Portfolio Services
CPSS
$199M
$144K ﹤0.01%
40,000
-5,000
-11% -$18.1K
MIK
710
DELISTED
Michaels Stores, Inc
MIK
$112K ﹤0.01%
11,439
-4,414
-28% -$33K
BKT icon
711
BlackRock Income Trust
BKT
$342M
$106K ﹤0.01%
5,833
-1,334
-19% -$24.2K
CPE
712
DELISTED
Callon Petroleum Company
CPE
$95K ﹤0.01%
2,197
-4,109
-65% -$201K
DHX icon
713
DHI Group
DHX
$158M
$64K ﹤0.01%
16,622
– –
NOK icon
714
Nokia
NOK
$51B
$55K ﹤0.01%
10,842
+242
+2% +$1.25K
SAN icon
715
Banco Santander
SAN
$210B
$46K ﹤0.01%
12,049
-84,590
-88% -$336K
NIO icon
716
NIO
NIO
$12.1B
$39K ﹤0.01%
25,000
– –
ABEV icon
717
Ambev
ABEV
$45.4B
– –
-11,679
Closed -$55K
AEO icon
718
American Eagle Outfitters
AEO
$3.07B
– –
-12,649
Closed -$214K
AES icon
719
AES
AES
$10.5B
– –
-10,600
Closed -$178K
AME icon
720
Ametek
AME
$58B
– –
-2,679
Closed -$243K
BALL icon
721
Ball Corp
BALL
$16.6B
– –
-4,290
Closed -$300K
BIIB icon
722
Biogen
BIIB
$30.6B
– –
-951
Closed -$222K
CAC icon
723
Camden National
CAC
$970M
– –
-5,097
Closed -$234K
CHKP icon
724
Check Point Software Technologies
CHKP
$13.4B
– –
-2,051
Closed -$237K
CNP icon
725
CenterPoint Energy
CNP
$26.4B
– –
-7,079
Closed -$203K
27 28
29
30 31

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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.