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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
VZ icon
51
Verizon
VZ
$195B
$18.1M 0.52%
300,572
-4,040
-1% -$233K
MDT icon
52
Medtronic
MDT
$114B
$18.1M 0.51%
166,196
-14,236
-8% -$1.49M
NKE icon
53
Nike
NKE
$62.5B
$17.8M 0.51%
189,267
+3,251
+2% +$279K
ECL icon
54
Ecolab
ECL
$79.7B
$17M 0.48%
85,680
-5,573
-6% -$1.12M
XOM icon
55
ExxonMobil
XOM
$662B
$16.8M 0.48%
237,794
-15,559
-6% -$1.13M
VWO icon
56
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$15.9M 0.45%
395,231
-20,015
-5% -$826K
ZTS icon
57
Zoetis
ZTS
$30.9B
$15.8M 0.45%
126,464
-296
-0.2% -$35.7K
VBR icon
58
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$15.7M 0.45%
121,510
-3,828
-3% -$490K
UNP icon
59
Union Pacific
UNP
$174B
$15.7M 0.45%
96,638
-4,605
-5% -$774K
ADBE icon
60
Adobe
ADBE
$109B
$14.9M 0.42%
53,813
-1,323
-2% -$386K
T icon
61
AT&T
T
$165B
$14.7M 0.42%
515,853
-24,432
-5% -$647K
MRK icon
62
Merck
MRK
$323B
$14.7M 0.42%
182,968
-5,008
-3% -$401K
MA icon
63
Mastercard
MA
$493B
$14.6M 0.42%
53,891
-1,638
-3% -$451K
TXN icon
64
Texas Instruments
TXN
$256B
$14M 0.4%
108,125
-4,525
-4% -$557K
EW icon
65
Edwards Lifesciences
EW
$53B
$14M 0.4%
190,317
-6,270
-3% -$440K
MDY icon
66
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$13.5M 0.38%
38,217
-910
-2% -$319K
MDLZ icon
67
Mondelez International
MDLZ
$78.5B
$13.1M 0.37%
236,774
-10,572
-4% -$578K
PFE icon
68
Pfizer
PFE
$154B
$12.9M 0.37%
377,115
-71,983
-16% -$2.62M
MET icon
69
MetLife
MET
$61.7B
$12.7M 0.36%
270,175
+10,290
+4% +$491K
MBB icon
70
iShares MBS ETF
MBB
$38.9B
$12.7M 0.36%
117,206
+57,011
+95% +$6.15M
IWR icon
71
iShares Russell Mid-Cap ETF
IWR
$57.5B
$12.6M 0.36%
225,194
+355
+0.2% +$19.8K
REET icon
72
iShares Global REIT ETF
REET
$5.04B
$12.3M 0.35%
438,930
-40,243
-8% -$1.1M
ITW icon
73
Illinois Tool Works
ITW
$83.9B
$12.3M 0.35%
78,570
-2,536
-3% -$385K
BKNG icon
74
Booking.com
BKNG
$160B
$12.1M 0.34%
154,425
-22,475
-13% -$1.74M
WMT icon
75
Walmart Inc
WMT
$897B
$12M 0.34%
304,554
-6,132
-2% -$231K
1 2
3
4 5

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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
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
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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.