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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
+15.98%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.23B
AUM Growth
+$342M
Cap. Flow
+$620K
Cap. Flow %
0.02%
Top 10 Hldgs %
21.74%
Holding
774
New
61
Increased
302
Reduced
285
Closed
65

Top Buys

Rank Stock Value
1
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$26.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.59M
3
VZ icon
Verizon
VZ
+$4.5M
4
LAMR icon
Lamar Advertising Co
LAMR
+$4.1M
5
NRG icon
NRG Energy
NRG
+$4.06M

Top Sells

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$25.2M
2
BLK icon
Blackrock
BLK
+$6.19M
3
ABMD
Abiomed Inc
ABMD
+$3.92M
4
SLB icon
SLB Ltd
SLB
+$3.51M
5
CENTA icon
Central Garden & Pet Co Class A
CENTA
+$3.51M

Sector Composition

Rank Sector Weight
1 Technology 15.11%
2 Healthcare 11.89%
3 Financials 11.69%
4 Consumer Discretionary 10.06%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUMC icon
226
Yum China
YUMC
$16.3B
$2.28M 0.07%
50,786
-278
-0.5% -$10.9K
CSGP icon
227
CoStar Group
CSGP
$12.6B
$2.28M 0.07%
48,860
-19,370
-28% -$800K
LIN icon
228
Linde
LIN
$227B
$2.27M 0.07%
12,902
-3,284
-20% -$546K
EFV icon
229
iShares MSCI EAFE Value ETF
EFV
$30B
$2.26M 0.07%
46,261
+480
+1% +$23.1K
SBNY
230
DELISTED
Signature Bank
SBNY
$2.25M 0.07%
17,541
+466
+3% +$59.3K
SCHW
231
Charles Schwab
SCHW
$187B
$2.23M 0.07%
52,274
-2,628
-5% -$119K
AGN
232
DELISTED
Allergan plc
AGN
$2.22M 0.07%
15,158
-18,626
-55% -$2.7M
BAX icon
233
Baxter International
BAX
$14.3B
$2.21M 0.07%
27,116
+185
+0.7% +$13.5K
MS icon
234
Morgan Stanley
MS
$339B
$2.2M 0.07%
52,059
+2,963
+6% +$125K
DOC
235
DELISTED
PHYSICIANS REALTY TRUST
DOC
$2.19M 0.07%
116,594
-55,841
-32% -$995K
PBCT
236
DELISTED
People's United Financial Inc
PBCT
$2.19M 0.07%
133,416
+1,385
+1% +$23.1K
PSB
237
DELISTED
PS Business Parks, Inc.
PSB
$2.18M 0.07%
13,918
+4,408
+46% +$642K
UPS icon
238
United Parcel Service
UPS
$88.8B
$2.17M 0.07%
19,468
-853
-4% -$90.5K
CTRE icon
239
CareTrust REIT
CTRE
$9.24B
$2.17M 0.07%
92,500
+17,500
+23% +$383K
ED icon
240
Consolidated Edison
ED
$39.3B
$2.14M 0.07%
25,263
-410
-2% -$32.8K
LH icon
241
Labcorp
LH
$26.1B
$2.12M 0.07%
16,160
-166
-1% -$20.4K
PWR icon
242
Quanta Services
PWR
$101B
$2.12M 0.07%
56,159
-381
-0.7% -$13.3K
VFC icon
243
VF Corp
VFC
$5.87B
$2.1M 0.07%
25,640
+116
+0.5% +$9.05K
AFL icon
244
Aflac
AFL
$60.9B
$2.09M 0.06%
41,872
+340
+0.8% +$16.4K
RPM icon
245
RPM International
RPM
$14.9B
$2.06M 0.06%
35,480
+212
+0.6% +$12K
BBL
246
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$2.06M 0.06%
42,621
+4,588
+12% +$206K
EXPO icon
247
Exponent
EXPO
$3.24B
$2.05M 0.06%
35,471
-417
-1% -$22.5K
SWK icon
248
Stanley Black & Decker
SWK
$15.7B
$2.04M 0.06%
14,941
-1,256
-8% -$164K
HST icon
249
Host Hotels & Resorts
HST
$15.4B
$2.01M 0.06%
106,566
– –
DUK icon
250
Duke Energy
DUK
$95B
$1.99M 0.06%
22,045
-1,317
-6% -$116K
8 9
10
11 12

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BAM
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ACI
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ACM
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People's United Financial's Q1 2019 Portfolio in Review

As of Q1 2019, People's United Financial held 774 positions worth $3.23B, up 12% from $2.88B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q1 2019 filing shows 61 new, 302 increased, 285 reduced and 65 closed positions. Its largest new stake was Lamar Advertising Co: 54,205 shares worth $4.3M. The largest sale was TotalEnergies, an estimated $25.2M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q1 2019 buy was Lamar Advertising Co: 54,205 shares worth $4.3M.
  • People's United Financial added most to ProShares VIX Short-Term Futures ETF in Q1 2019, an estimated $26.3M increase.
  • People's United Financial's biggest Q1 2019 reduction was TotalEnergies, cutting an estimated $25.2M.
  • People's United Financial fully exited Abiomed Inc in Q1 2019, selling an estimated $3.92M.
  • People's United Financial's ten largest holdings make up 22% of its $3.23B portfolio in Q1 2019.
  • People's United Financial opened 61 new positions and closed 65 in Q1 2019.
  • People's United Financial's portfolio value rose 12% quarter-over-quarter to $3.23B.

Based on People's United Financial's 13F filing for Q1 2019, filed 15 May 2019.