We are live on ! Find out more
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
LQD icon
76
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$11.9M 0.34%
93,442
+19,232
+26% +$2.42M
OKE icon
77
Oneok
OKE
$56.9B
$11.5M 0.33%
156,319
+20,202
+15% +$1.43M
ORCL icon
78
Oracle
ORCL
$435B
$11.4M 0.32%
207,049
-9,862
-5% -$545K
IVE icon
79
iShares S&P 500 Value ETF
IVE
$50B
$10.8M 0.31%
90,760
-15,906
-15% -$1.87M
RTX icon
80
RTX Corp
RTX
$302B
$10.6M 0.3%
123,658
-5,467
-4% -$454K
PYPL icon
81
PayPal
PYPL
$50.5B
$10.5M 0.3%
101,128
-3,500
-3% -$386K
IJS icon
82
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$10.3M 0.29%
137,616
+19,374
+16% +$1.42M
AON icon
83
Aon
AON
$75.7B
$10.3M 0.29%
52,992
+498
+0.9% +$96.1K
CB icon
84
Chubb
CB
$134B
$10.2M 0.29%
63,379
-6,193
-9% -$958K
COP icon
85
ConocoPhillips
COP
$148B
$10.1M 0.29%
177,158
+52,328
+42% +$2.98M
AMGN icon
86
Amgen
AMGN
$226B
$10.1M 0.29%
51,950
-8,148
-14% -$1.56M
AVY icon
87
Avery Dennison
AVY
$13.5B
$9.9M 0.28%
87,179
+990
+1% +$113K
MU icon
88
Micron Technology
MU
$972B
$9.85M 0.28%
229,819
+1,485
+0.7% +$67.1K
CMCSA icon
89
Comcast
CMCSA
$89.4B
$9.75M 0.28%
216,227
-5,086
-2% -$225K
IWF icon
90
iShares Russell 1000 Growth ETF
IWF
$127B
$9.33M 0.27%
233,732
-10,816
-4% -$434K
KO icon
91
Coca-Cola
KO
$374B
$9.22M 0.26%
169,376
-8,857
-5% -$474K
IBB icon
92
iShares Biotechnology ETF
IBB
$9.82B
$9.07M 0.26%
91,200
-8,404
-8% -$880K
INTU icon
93
Intuit
INTU
$91.5B
$9M 0.26%
33,847
+5,248
+18% +$1.44M
LLY icon
94
Eli Lilly
LLY
$1.1T
$8.44M 0.24%
75,427
-9,230
-11% -$1.03M
IBM icon
95
IBM
IBM
$223B
$8.39M 0.24%
60,357
-13,911
-19% -$1.88M
VB icon
96
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$8.37M 0.24%
54,398
+63
+0.1% +$9.77K
PSX icon
97
Phillips 66
PSX
$86B
$8.23M 0.23%
80,402
-303
-0.4% -$30.4K
BBY icon
98
Best Buy
BBY
$17.4B
$7.93M 0.23%
114,907
+22,066
+24% +$1.54M
ELV icon
99
Elevance Health
ELV
$86.2B
$7.86M 0.22%
32,732
-5,326
-14% -$1.46M
ADP icon
100
Automatic Data Processing
ADP
$109B
$7.67M 0.22%
47,549
-4,789
-9% -$791K
2 3
4
5 6

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.