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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
VEEV icon
201
Veeva Systems
VEEV
$38.1B
$2.86M 0.08%
+18,711
New +$3M
LMT icon
202
Lockheed Martin
LMT
$139B
$2.81M 0.08%
7,197
-548
-7% -$206K
CE icon
203
Celanese
CE
$4.88B
$2.77M 0.08%
22,689
+6,791
+43% +$765K
XLF icon
204
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.7M 0.08%
96,278
-15,243
-14% -$421K
LNC icon
205
Lincoln National
LNC
$8.75B
$2.68M 0.08%
44,414
+772
+2% +$46.2K
VSS icon
206
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$2.67M 0.08%
26,226
-1,504
-5% -$154K
PSB
207
DELISTED
PS Business Parks, Inc.
PSB
$2.65M 0.08%
14,536
– –
SPLV icon
208
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2.6M 0.07%
44,929
– –
SIVB
209
DELISTED
SVB Financial Group
SIVB
$2.58M 0.07%
12,367
-1,356
-10% -$284K
DEO icon
210
Diageo
DEO
$54B
$2.58M 0.07%
15,774
-950
-6% -$159K
LRCX icon
211
Lam Research
LRCX
$383B
$2.58M 0.07%
111,440
-6,220
-5% -$131K
IGSB icon
212
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.57M 0.07%
47,942
-1,292
-3% -$69.1K
PLD icon
213
Prologis
PLD
$132B
$2.57M 0.07%
30,135
-2,391
-7% -$198K
YETI icon
214
Yeti Holdings
YETI
$3.99B
$2.55M 0.07%
91,080
+18,110
+25% +$549K
IUSG icon
215
iShares Core S&P US Growth ETF
IUSG
$33.8B
$2.54M 0.07%
40,416
+596
+1% +$37.7K
AXP icon
216
American Express
AXP
$229B
$2.48M 0.07%
21,013
-1,265
-6% -$155K
GE icon
217
GE Aerospace
GE
$380B
$2.48M 0.07%
55,728
-1,016
-2% -$47.7K
CMS icon
218
CMS Energy
CMS
$21.7B
$2.45M 0.07%
38,339
-819
-2% -$49.7K
XLK icon
219
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.44M 0.07%
60,666
-11,590
-16% -$464K
GS icon
220
Goldman Sachs
GS
$301B
$2.44M 0.07%
11,749
+399
+4% +$83.4K
WPC icon
221
W.P. Carey
WPC
$16.1B
$2.42M 0.07%
27,637
+3,304
+14% +$281K
EOG icon
222
EOG Resources
EOG
$74.6B
$2.38M 0.07%
32,082
-64,130
-67% -$5.2M
EFV icon
223
iShares MSCI EAFE Value ETF
EFV
$30B
$2.37M 0.07%
50,024
-1,213
-2% -$56.5K
RDS.A
224
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.33M 0.07%
39,589
-3,579
-8% -$212K
FLOT icon
225
iShares Floating Rate Bond ETF
FLOT
$10.5B
$2.33M 0.07%
45,680
-5,617
-11% -$286K
7 8
9
10 11

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IA
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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.