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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
CAT icon
126
Caterpillar
CAT
$385B
$5.25M 0.15%
41,574
-13,799
-25% -$1.75M
C icon
127
Citigroup
C
$227B
$5.19M 0.15%
75,110
+4,710
+7% +$320K
BKLN icon
128
Invesco Senior Loan ETF
BKLN
$6.74B
$5.1M 0.15%
225,777
+17,114
+8% +$388K
WFC icon
129
Wells Fargo
WFC
$265B
$5.07M 0.14%
100,590
-25,034
-20% -$1.18M
LOW icon
130
Lowe's Companies
LOW
$123B
$5.06M 0.14%
46,008
-2,367
-5% -$250K
TT icon
131
Trane Technologies
TT
$105B
$5.03M 0.14%
40,845
+35,616
+681% +$4.35M
IWO icon
132
iShares Russell 2000 Growth ETF
IWO
$14.9B
$5.02M 0.14%
26,054
-5,212
-17% -$1.03M
MTCH icon
133
Match Group
MTCH
$8.43B
$5M 0.14%
69,988
+65,962
+1,638% +$5.14M
NVS icon
134
Novartis
NVS
$298B
$4.85M 0.14%
55,761
-4,636
-8% -$416K
IJJ icon
135
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$4.83M 0.14%
60,442
-9,090
-13% -$715K
USB icon
136
US Bancorp
USB
$100B
$4.82M 0.14%
87,014
-3,452
-4% -$187K
BLK icon
137
Blackrock
BLK
$175B
$4.78M 0.14%
10,732
-4,034
-27% -$1.8M
IWB icon
138
iShares Russell 1000 ETF
IWB
$50.2B
$4.78M 0.14%
29,018
+710
+3% +$117K
AWK icon
139
American Water Works
AWK
$26.9B
$4.76M 0.14%
38,298
-6,687
-15% -$806K
ACN icon
140
Accenture
ACN
$109B
$4.71M 0.13%
24,469
-2,668
-10% -$516K
COF icon
141
Capital One
COF
$134B
$4.65M 0.13%
51,115
-2,538
-5% -$228K
PNC icon
142
PNC Financial Services
PNC
$100B
$4.64M 0.13%
33,099
-1,271
-4% -$172K
PPLI
143
People Inc
PPLI
$3.03B
$4.59M 0.13%
117,890
-9,920
-8% -$424K
CRM icon
144
Salesforce
CRM
$162B
$4.58M 0.13%
30,866
+12,510
+68% +$1.9M
SC
145
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$4.58M 0.13%
179,567
-15,306
-8% -$399K
DG icon
146
Dollar General
DG
$27B
$4.54M 0.13%
28,591
+14
+0% +$2.02K
AL
147
DELISTED
Air Lease Corp
AL
$4.45M 0.13%
106,499
+80,822
+315% +$3.33M
CVS icon
148
CVS Health
CVS
$122B
$4.44M 0.13%
70,455
-7,882
-10% -$467K
MRSH
149
Marsh
MRSH
$91B
$4.39M 0.12%
43,922
-5,512
-11% -$551K
TFC icon
150
Truist Financial
TFC
$63.4B
$4.37M 0.12%
81,813
-12,478
-13% -$618K
4 5
6
7 8

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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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
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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.