We are live on ! Find out more
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
CRI icon
351
Carter's
CRI
$1.46B
$1.18M 0.04%
11,659
+1,406
+14% +$125K
ITB icon
352
iShares US Home Construction ETF
ITB
$2.4B
$1.17M 0.04%
33,301
-18,962
-36% -$644K
PBE icon
353
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.17M 0.04%
21,130
– –
SON icon
354
Sonoco
SON
$5.71B
$1.16M 0.04%
18,791
-792
-4% -$45.6K
HPQ icon
355
HP
HPQ
$26.6B
$1.14M 0.04%
58,718
+394
+0.7% +$8.35K
HSBC icon
356
HSBC
HSBC
$355B
$1.14M 0.04%
28,330
-940
-3% -$37.9K
TRNO icon
357
Terreno Realty
TRNO
$7.44B
$1.13M 0.04%
26,843
+6
+0% +$240
PII icon
358
Polaris
PII
$3.99B
$1.12M 0.03%
13,285
+665
+5% +$56.4K
CBSH icon
359
Commerce Bancshares
CBSH
$8.47B
$1.12M 0.03%
27,047
-78
-0.3% -$3.34K
PXD
360
DELISTED
Pioneer Natural Resource Co.
PXD
$1.12M 0.03%
7,327
-9,129
-55% -$1.29M
AROW icon
361
Arrow Financial
AROW
$644M
$1.11M 0.03%
39,172
-232
-0.6% -$6.74K
IUSV icon
362
iShares Core S&P US Value ETF
IUSV
$27.8B
$1.11M 0.03%
20,193
+6,331
+46% +$338K
DINO icon
363
HF Sinclair
DINO
$15.2B
$1.1M 0.03%
22,395
+1,386
+7% +$73.8K
EPAM icon
364
EPAM Systems
EPAM
$5.15B
$1.09M 0.03%
6,472
+1,130
+21% +$169K
SNN icon
365
Smith & Nephew
SNN
$12.6B
$1.08M 0.03%
27,040
-3,236
-11% -$124K
COR
366
DELISTED
Coresite Realty Corporation
COR
$1.08M 0.03%
10,084
+610
+6% +$60.4K
URI icon
367
United Rentals
URI
$71.2B
$1.08M 0.03%
9,415
+50
+0.5% +$6.17K
DELL icon
368
Dell
DELL
$285B
$1.07M 0.03%
+36,019
New +$949K
PNFP icon
369
Pinnacle Financial Partners Inc
PNFP
$16B
$1.06M 0.03%
19,451
+5,428
+39% +$300K
ORI icon
370
Old Republic International
ORI
$10.2B
$1.06M 0.03%
50,555
+908
+2% +$18.9K
OGE icon
371
OGE Energy
OGE
$9.57B
$1.06M 0.03%
24,500
+456
+2% +$18.9K
PH icon
372
Parker-Hannifin
PH
$134B
$1.05M 0.03%
6,150
-616
-9% -$102K
HXL icon
373
Hexcel
HXL
$7.6B
$1.05M 0.03%
15,220
+1,630
+12% +$110K
SAN icon
374
Banco Santander
SAN
$210B
$1.05M 0.03%
237,013
+19,878
+9% +$90.7K
LAD icon
375
Lithia Motors
LAD
$8.32B
$1.05M 0.03%
11,316
-1,374
-11% -$120K
13 14
15
16 17

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.