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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
SO icon
301
Southern Company
SO
$106B
$1.53M 0.05%
29,644
+559
+2% +$27.4K
XLE icon
302
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$1.52M 0.05%
45,990
-1,898
-4% -$61K
BLKB icon
303
Blackbaud
BLKB
$2.07B
$1.5M 0.05%
18,802
+5,921
+46% +$434K
RGA icon
304
Reinsurance Group of America
RGA
$16B
$1.48M 0.05%
10,433
+125
+1% +$18K
VIG icon
305
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.48M 0.05%
13,514
+395
+3% +$41.6K
QCOM icon
306
Qualcomm
QCOM
$170B
$1.48M 0.05%
25,896
-2,121
-8% -$114K
VRS
307
DELISTED
Verso Corporation
VRS
$1.48M 0.05%
+68,888
New +$1.59M
TTE icon
308
TotalEnergies
TTE
$196B
$1.43M 0.04%
25,716
-2,349,296
-99% -$25.2M
DIA icon
309
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$1.43M 0.04%
5,500
+4,600
+511% +$1.16M
GSG icon
310
iShares S&P GSCI Commodity-Indexed Trust
GSG
$941M
$1.42M 0.04%
89,156
-564
-0.6% -$8.69K
GD icon
311
General Dynamics
GD
$106B
$1.42M 0.04%
8,385
-606
-7% -$102K
BP icon
312
BP
BP
$111B
$1.42M 0.04%
32,932
-9,215
-22% -$378K
ON icon
313
ON Semiconductor
ON
$31.4B
$1.41M 0.04%
68,583
-470
-0.7% -$9.7K
VRTX icon
314
Vertex Pharmaceuticals
VRTX
$134B
$1.4M 0.04%
7,600
+106
+1% +$19.6K
OMC icon
315
Omnicom Group
OMC
$23.5B
$1.39M 0.04%
19,106
-506
-3% -$38K
LECO icon
316
Lincoln Electric
LECO
$15.5B
$1.38M 0.04%
16,425
-96
-0.6% -$8.14K
ANAT
317
DELISTED
American National Group, Inc. Common Stock
ANAT
$1.38M 0.04%
11,388
+4,046
+55% +$556K
SAP icon
318
SAP
SAP
$241B
$1.37M 0.04%
11,862
+623
+6% +$66.3K
EPR icon
319
EPR Properties
EPR
$4.61B
$1.36M 0.04%
17,638
– –
ADI icon
320
Analog Devices
ADI
$188B
$1.35M 0.04%
12,868
-11,309
-47% -$1.13M
DORM icon
321
Dorman Products
DORM
$3.97B
$1.34M 0.04%
15,251
+243
+2% +$21.1K
DOV icon
322
Dover
DOV
$28.1B
$1.34M 0.04%
14,318
+162
+1% +$14K
RBC icon
323
RBC Bearings
RBC
$17.5B
$1.34M 0.04%
10,555
+42
+0.4% +$5.64K
AGG icon
324
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.34M 0.04%
12,298
+4,711
+62% +$505K
NTR icon
325
Nutrien
NTR
$32B
$1.34M 0.04%
25,348
-444
-2% -$23.1K
11 12
13
14 15

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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
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
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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.