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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
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$103M 2.93%
1,843,356
-114,292
-6% -$5.98M
MSFT icon
2
Microsoft
MSFT
$3.45T
$96.4M 2.74%
693,098
-50,272
-7% -$6.91M
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$91.8M 2.61%
3,029,854
+102,974
+4% +$3.15M
EFG icon
4
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$89.4M 2.54%
1,111,014
+257,274
+30% +$20.6M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$74M 2.1%
249,435
-18,846
-7% -$5.57M
BWX icon
6
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$73.9M 2.1%
2,573,265
-74,208
-3% -$2.14M
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$73.8B
$71.8M 2.04%
1,595,792
-75,400
-5% -$3.41M
MCD icon
8
McDonald's
MCD
$192B
$67.4M 1.92%
313,743
-14,622
-4% -$3.13M
IWM icon
9
iShares Russell 2000 ETF
IWM
$79.8B
$64.1M 1.82%
423,330
-9,834
-2% -$1.5M
HD icon
10
Home Depot
HD
$331B
$62.6M 1.78%
269,900
-13,019
-5% -$2.85M
JPM icon
11
JPMorgan Chase
JPM
$935B
$54.5M 1.55%
463,375
-32,728
-7% -$3.7M
HEDJ icon
12
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$50.4M 1.43%
1,497,298
-136,532
-8% -$4.49M
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$50M 1.42%
589,289
-38,837
-6% -$3.29M
EEM icon
14
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$47.9M 1.36%
1,172,728
-31,724
-3% -$1.31M
AMZN icon
15
Amazon
AMZN
$2.92T
$45.3M 1.29%
521,900
-24,520
-4% -$2.27M
IEMG icon
16
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$42.5M 1.21%
867,959
+26,758
+3% +$1.33M
JNJ icon
17
Johnson & Johnson
JNJ
$618B
$39.5M 1.12%
305,413
-22,106
-7% -$2.91M
BA icon
18
Boeing
BA
$171B
$39.3M 1.12%
103,342
-22,378
-18% -$8M
INTC icon
19
Intel
INTC
$455B
$38.8M 1.1%
752,282
-75,046
-9% -$3.69M
CSCO icon
20
Cisco
CSCO
$457B
$37.6M 1.07%
761,788
+19,429
+3% +$1.01M
V icon
21
Visa
V
$684B
$37.1M 1.05%
215,721
-11,117
-5% -$1.98M
EFA icon
22
iShares MSCI EAFE ETF
EFA
$78B
$37.1M 1.05%
568,883
-38,024
-6% -$2.45M
IAU icon
23
iShares Gold Trust
IAU
$62.9B
$35.5M 1.01%
1,260,503
-75,024
-6% -$2.12M
PEP icon
24
PepsiCo
PEP
$190B
$34.3M 0.97%
250,060
+8,318
+3% +$1.11M
CVX icon
25
Chevron
CVX
$392B
$31.6M 0.9%
266,341
-18,520
-7% -$2.25M
1
2 3 4 5

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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
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.