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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
MMM icon
101
3M
MMM
$93.9B
$7.51M 0.21%
54,663
-8,726
-14% -$1.22M
VNQ icon
102
Vanguard Real Estate ETF
VNQ
$38.6B
$7.42M 0.21%
79,601
+5,187
+7% +$471K
CHD icon
103
Church & Dwight Co
CHD
$24.5B
$7.25M 0.21%
96,376
+4,153
+5% +$315K
ZION icon
104
Zions Bancorporation
ZION
$10.3B
$6.91M 0.2%
155,206
-61,531
-28% -$2.66M
LAMR icon
105
Lamar Advertising Co
LAMR
$15.7B
$6.84M 0.19%
83,541
+2,583
+3% +$204K
HYG icon
106
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$6.76M 0.19%
77,498
+13,905
+22% +$1.21M
KMB icon
107
Kimberly-Clark
KMB
$35.9B
$6.49M 0.18%
45,661
-239
-0.5% -$32.8K
CMI icon
108
Cummins
CMI
$87.4B
$6.48M 0.18%
39,822
-1,325
-3% -$212K
TGT icon
109
Target
TGT
$69B
$6.45M 0.18%
60,298
+4,142
+7% +$394K
WM icon
110
Waste Management
WM
$90.6B
$6.31M 0.18%
54,876
-9,519
-15% -$1.11M
ABBV icon
111
AbbVie
ABBV
$438B
$6.21M 0.18%
82,046
-24,871
-23% -$1.71M
MSCI icon
112
MSCI
MSCI
$40.9B
$6.17M 0.18%
28,325
+1,202
+4% +$278K
SUB icon
113
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$6.12M 0.17%
57,410
+749
+1% +$80K
TIP icon
114
iShares TIPS Bond ETF
TIP
$14.7B
$6.07M 0.17%
52,184
-678
-1% -$78.7K
SCZ icon
115
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$5.99M 0.17%
104,683
-11,981
-10% -$677K
AMED
116
DELISTED
Amedisys
AMED
$5.9M 0.17%
45,033
-28,702
-39% -$3.74M
EMR icon
117
Emerson Electric
EMR
$88.5B
$5.9M 0.17%
88,204
-107,926
-55% -$6.78M
KEY icon
118
KeyCorp
KEY
$24.3B
$5.87M 0.17%
329,275
-44,272
-12% -$766K
TRV icon
119
Travelers Companies
TRV
$78.3B
$5.81M 0.17%
39,063
-1,697
-4% -$252K
PSA icon
120
Public Storage
PSA
$60.8B
$5.71M 0.16%
23,282
+6,440
+38% +$1.62M
AEP icon
121
American Electric Power
AEP
$66.9B
$5.7M 0.16%
60,869
-9,628
-14% -$874K
RSP icon
122
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.46M 0.16%
50,483
-1,745
-3% -$187K
NRG icon
123
NRG Energy
NRG
$25B
$5.38M 0.15%
135,826
-4,819
-3% -$174K
IJK icon
124
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$5.36M 0.15%
95,784
-3,284
-3% -$185K
VEU icon
125
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$5.34M 0.15%
106,966
-1,791
-2% -$89.3K
3 4
5
6 7

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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.