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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
VO icon
151
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.15M 0.12%
98,972
-4,816
-5% -$201K
UAL icon
152
United Airlines
UAL
$40.2B
$4.1M 0.12%
46,357
+13,429
+41% +$1.19M
VMW
153
DELISTED
VMware, Inc
VMW
$4.1M 0.12%
27,312
-25,110
-48% -$3.95M
BMY icon
154
Bristol-Myers Squibb
BMY
$132B
$4.07M 0.12%
80,220
-10,346
-11% -$486K
AVB icon
155
AvalonBay Communities
AVB
$26.3B
$4.01M 0.11%
18,609
+4
+0% +$836
RWO icon
156
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$4M 0.11%
77,060
-4,524
-6% -$230K
ZBRA icon
157
Zebra Technologies
ZBRA
$17.9B
$3.97M 0.11%
19,259
-1,789
-8% -$361K
PAYX icon
158
Paychex
PAYX
$43.1B
$3.94M 0.11%
47,612
-8,372
-15% -$696K
CDNS icon
159
Cadence Design Systems
CDNS
$91.4B
$3.94M 0.11%
59,580
+38,153
+178% +$2.68M
COLD icon
160
Americold
COLD
$4.17B
$3.88M 0.11%
104,687
+8,651
+9% +$304K
IWN icon
161
iShares Russell 2000 Value ETF
IWN
$14.5B
$3.85M 0.11%
32,225
-1,429
-4% -$169K
SYY icon
162
Sysco
SYY
$40.1B
$3.72M 0.11%
46,811
-1,510
-3% -$111K
PRU icon
163
Prudential Financial
PRU
$42.1B
$3.69M 0.11%
41,073
-1,680
-4% -$152K
MUB icon
164
iShares National Muni Bond ETF
MUB
$45.8B
$3.68M 0.1%
32,274
+446
+1% +$50.9K
LW icon
165
Lamb Weston
LW
$7.12B
$3.6M 0.1%
49,489
+9,929
+25% +$681K
RCL icon
166
Royal Caribbean
RCL
$82.4B
$3.6M 0.1%
33,182
-3,020
-8% -$333K
EQC
167
DELISTED
Equity Commonwealth
EQC
$3.59M 0.1%
104,942
+9,729
+10% +$327K
QQQ icon
168
Invesco QQQ Trust
QQQ
$479B
$3.52M 0.1%
18,661
-762
-4% -$144K
RDS.B
169
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$3.52M 0.1%
58,772
-17,032
-22% -$1.02M
ADC icon
170
Agree Realty
ADC
$9.22B
$3.47M 0.1%
47,485
-2
-0% -$140
SPYG icon
171
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$3.46M 0.1%
89,005
+236
+0.3% +$9.22K
AJG icon
172
Arthur J. Gallagher & Co
AJG
$64.7B
$3.44M 0.1%
38,409
-7,711
-17% -$693K
MOH icon
173
Molina Healthcare
MOH
$10.4B
$3.44M 0.1%
31,317
+2,594
+9% +$336K
DAL icon
174
Delta Air Lines
DAL
$58.7B
$3.33M 0.09%
57,824
+6,976
+14% +$413K
IJR icon
175
iShares Core S&P Small-Cap ETF
IJR
$112B
$3.31M 0.09%
42,550
-61
-0.1% -$4.72K
5 6
7
8 9

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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.