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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
COLM icon
726
Columbia Sportswear
COLM
$2.92B
– –
-2,526
Closed -$253K
CVGI icon
727
Commercial Vehicle Group
CVGI
$134M
– –
-20,815
Closed -$167K
DRI icon
728
Darden Restaurants
DRI
$24.9B
– –
-12,256
Closed -$1.49M
DXC icon
729
DXC Technology
DXC
$1.74B
– –
-7,900
Closed -$436K
EGAN icon
730
eGain
EGAN
$203M
– –
-21,500
Closed -$175K
ESNT icon
731
Essent Group
ESNT
$6.08B
– –
-5,544
Closed -$261K
ET icon
732
Energy Transfer Partners
ET
$70.9B
– –
-12,858
Closed -$181K
FDD icon
733
First Trust STOXX European Select Dividend Income Fund
FDD
$906M
– –
-16,246
Closed -$203K
GIC icon
734
Global Industrial
GIC
$1.52B
– –
-16,751
Closed -$371K
GSAT icon
735
Globalstar
GSAT
$10.9B
– –
-1,333
Closed -$10K
HAL icon
736
Halliburton
HAL
$28B
– –
-9,228
Closed -$210K
HLF icon
737
Herbalife
HLF
$1.21B
– –
-46,042
Closed -$1.97M
ILMN icon
738
Illumina
ILMN
$29B
– –
-739
Closed -$265K
KBE icon
739
State Street SPDR S&P Bank ETF
KBE
$1.71B
– –
-5,813
Closed -$252K
KHC icon
740
Kraft Heinz
KHC
$29.6B
– –
-8,798
Closed -$273K
KRE icon
741
State Street SPDR S&P Regional Banking ETF
KRE
$4.56B
– –
-6,190
Closed -$331K
LPSN icon
742
LivePerson
LPSN
$31.2M
– –
-1,517
Closed -$638K
MED icon
743
Medifast
MED
$135M
– –
-1,957
Closed -$251K
RJET
744
Republic Airways Holdings
RJET
$946M
– –
-1,254
Closed -$172K
MT icon
745
ArcelorMittal
MT
$55.7B
– –
-13,018
Closed -$235K
ON icon
746
ON Semiconductor
ON
$31.1B
– –
-68,629
Closed -$1.39M
PBD icon
747
Invesco Global Clean Energy ETF
PBD
$191M
– –
-11,262
Closed -$141K
PK icon
748
Park Hotels & Resorts
PK
$2.92B
– –
-58,086
Closed -$1.6M
PLUS icon
749
ePlus
PLUS
$2.35B
– –
-10,788
Closed -$372K
RHP icon
750
Ryman Hospitality Properties
RHP
$7.57B
– –
-5,430
Closed -$440K
28 29
30
31 32

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.