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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
TXRH icon
376
Texas Roadhouse
TXRH
$13.8B
$1.05M 0.03%
16,883
+3,994
+31% +$250K
RTN
377
DELISTED
Raytheon Company
RTN
$1.05M 0.03%
5,766
-283
-5% -$49.3K
RF icon
378
Regions Financial
RF
$26.9B
$1.03M 0.03%
73,060
-427
-0.6% -$6.54K
IEFA icon
379
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.03M 0.03%
16,969
+3,777
+29% +$223K
BIO icon
380
Bio-Rad Laboratories Class A
BIO
$9.53B
$1.03M 0.03%
3,356
+1,070
+47% +$289K
WHR icon
381
Whirlpool
WHR
$2.84B
$1.02M 0.03%
7,680
– –
TEL icon
382
TE Connectivity
TEL
$63.3B
$1.02M 0.03%
12,600
+3,019
+32% +$244K
POR icon
383
Portland General Electric
POR
$5.69B
$1.01M 0.03%
19,460
+236
+1% +$11.5K
MSI icon
384
Motorola Solutions
MSI
$77.3B
$1M 0.03%
7,142
-169
-2% -$21.9K
BOKF icon
385
BOK Financial
BOKF
$8.75B
$994K 0.03%
12,188
+73
+0.6% +$6.13K
LPSN icon
386
LivePerson
LPSN
$33.6M
$992K 0.03%
2,278
– –
SCHX icon
387
Schwab US Large- Cap ETF
SCHX
$74.3B
$992K 0.03%
88,062
-4,932
-5% -$53.4K
TCO
388
DELISTED
Taubman Centers Inc.
TCO
$991K 0.03%
18,733
-9,388
-33% -$475K
SMFG icon
389
Sumitomo Mitsui Financial
SMFG
$160B
$990K 0.03%
140,858
-409
-0.3% -$2.92K
AVGO icon
390
Broadcom
AVGO
$1.98T
$988K 0.03%
32,870
+17,830
+119% +$483K
EFG icon
391
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$985K 0.03%
12,715
+288
+2% +$21.4K
PB icon
392
Prosperity Bancshares
PB
$8.85B
$983K 0.03%
14,235
+3,235
+29% +$231K
TWTR
393
DELISTED
Twitter, Inc.
TWTR
$976K 0.03%
29,646
+1,269
+4% +$40.2K
ORAN
394
DELISTED
Orange
ORAN
$974K 0.03%
59,738
-1,059
-2% -$16.4K
EL icon
395
Estee Lauder
EL
$31.8B
$968K 0.03%
5,846
-15
-0.3% -$2.2K
VRSN icon
396
VeriSign
VRSN
$26B
$960K 0.03%
5,280
+50
+1% +$8.58K
SJM icon
397
J.M. Smucker
SJM
$12.5B
$955K 0.03%
8,200
– –
GBCI icon
398
Glacier Bancorp
GBCI
$6.39B
$954K 0.03%
23,808
+112
+0.5% +$4.7K
LULU icon
399
lululemon athletica
LULU
$14.3B
$954K 0.03%
5,825
+1,365
+31% +$199K
NOC icon
400
Northrop Grumman
NOC
$81.8B
$947K 0.03%
3,513
-160
-4% -$43.6K
14 15
16
17 18

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SCC
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BAM
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ACI
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ACM
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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.