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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
SBUX icon
176
Starbucks
SBUX
$119B
$3.3M 0.09%
37,280
-2,261
-6% -$210K
PDM
177
Piedmont Realty Trust
PDM
$1.16B
$3.27M 0.09%
156,359
+8,773
+6% +$177K
D icon
178
Dominion Energy
D
$59.1B
$3.25M 0.09%
40,075
+2,927
+8% +$226K
STZ icon
179
Constellation Brands
STZ
$22.8B
$3.2M 0.09%
15,437
-1,870
-11% -$375K
GILD icon
180
Gilead Sciences
GILD
$165B
$3.2M 0.09%
50,468
-10,111
-17% -$661K
GLW icon
181
Corning
GLW
$136B
$3.19M 0.09%
111,703
-4,818
-4% -$144K
VTV icon
182
Vanguard Morningstar Value ETF
VTV
$192B
$3.18M 0.09%
28,505
-3,866
-12% -$428K
LHX icon
183
L3Harris
LHX
$54B
$3.18M 0.09%
15,227
+2,585
+20% +$529K
FTV icon
184
Fortive
FTV
$18.6B
$3.16M 0.09%
73,180
-43,429
-37% -$2M
APD icon
185
Air Products & Chemicals
APD
$68.6B
$3.12M 0.09%
14,066
-312
-2% -$70.2K
BRK.A icon
186
Berkshire Hathaway Class A
BRK.A
$1.14T
$3.12M 0.09%
10
-19
-66% -$5.88M
DVY icon
187
iShares Select Dividend ETF
DVY
$23.6B
$3.1M 0.09%
30,455
-2,308
-7% -$230K
NSP icon
188
Insperity
NSP
$1.96B
$3.1M 0.09%
31,487
+1,708
+6% +$185K
VEA icon
189
Vanguard FTSE Developed Markets ETF
VEA
$236B
$3.09M 0.09%
75,200
-3,750
-5% -$153K
BNY
190
Bank of New York Mellon
BNY
$108B
$3.07M 0.09%
67,868
-944
-1% -$42K
SPYV icon
191
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$3.06M 0.09%
95,697
+141
+0.1% +$4.44K
JNK icon
192
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$3.05M 0.09%
28,081
+247
+0.9% +$26.8K
MPT
193
Medical Properties Trust
MPT
$2.48B
$3.05M 0.09%
155,853
-283
-0.2% -$5.2K
CPT icon
194
Camden Property Trust
CPT
$11B
$3.03M 0.09%
27,256
+1
+0% +$108
NVCR icon
195
NovoCure
NVCR
$2.02B
$3M 0.09%
40,046
+24,577
+159% +$1.97M
CSX icon
196
CSX Corp
CSX
$92.8B
$2.99M 0.09%
129,480
-5,295
-4% -$123K
LH icon
197
Labcorp
LH
$26.1B
$2.96M 0.08%
20,534
+81
+0.4% +$11.8K
GTY
198
Getty Realty Corp
GTY
$2.01B
$2.95M 0.08%
92,002
-8,487
-8% -$262K
GRP.U
199
DELISTED
Granite Real Estate Investment Trust
GRP.U
$2.94M 0.08%
45,924
– –
MKTX icon
200
MarketAxess Holdings
MKTX
$5.72B
$2.86M 0.08%
8,732
-2,245
-20% -$804K
6 7
8
9 10

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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
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
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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.