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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
SHO icon
751
Sunstone Hotel Investors
SHO
$1.99B
– –
-10,038
Closed -$138K
SNBR
752
DELISTED
Sleep Number
SNBR
– –
-8,702
Closed -$351K
SON icon
753
Sonoco
SON
$5.74B
– –
-18,131
Closed -$1.19M
TCBI icon
754
Texas Capital Bancshares
TCBI
$4.34B
– –
-5,896
Closed -$362K
TDC icon
755
Teradata
TDC
$2.52B
– –
-6,921
Closed -$248K
TDIV icon
756
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.43B
– –
-5,511
Closed -$215K
TTE icon
757
TotalEnergies
TTE
$196B
– –
-12,130
Closed -$677K
URBN icon
758
Urban Outfitters
URBN
$6.76B
– –
-16,948
Closed -$386K
AD
759
Array Digital Infrastructure
AD
$3.05B
– –
-17,045
Closed -$761K
VGK icon
760
Vanguard FTSE Europe ETF
VGK
$31.1B
– –
-3,850
Closed -$211K
VTR icon
761
Ventas
VTR
$45.5B
– –
-3,235
Closed -$221K
WASH icon
762
Washington Trust Bancorp
WASH
$740M
– –
-4,450
Closed -$232K
TBCH
763
Turtle Beach Corp
TBCH
$249M
– –
-51,848
Closed -$599K
SCWX
764
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
– –
-20,442
Closed -$272K
ORAN
765
DELISTED
Orange
ORAN
– –
-55,584
Closed -$874K
CTHR
766
DELISTED
Charles & Colvard Ltd
CTHR
– –
-1,000
Closed -$16K
PXD
767
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-2,915
Closed -$449K
NVTA
768
DELISTED
Invitae Corporation
NVTA
– –
-8,905
Closed -$209K
KMF
769
DELISTED
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
– –
-45,843
Closed -$531K
TRTN
770
DELISTED
Triton International Limited
TRTN
– –
-12,841
Closed -$421K
WWE
771
DELISTED
World Wrestling Entertainment
WWE
– –
-41,528
Closed -$3M
KBAL
772
DELISTED
Kimball International
KBAL
– –
-10,491
Closed -$183K
STOR
773
DELISTED
STORE Capital Corporation
STOR
– –
-11,481
Closed -$381K
CXP
774
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
– –
-15,000
Closed -$311K
ALXN
775
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-1,864
Closed -$244K
28 29 30
31
32

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IA
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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
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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.