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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
SPDW icon
401
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$940K 0.03%
32,181
+11,904
+59% +$339K
RBA icon
402
RB Global
RBA
$16.6B
$938K 0.03%
27,578
+152
+0.6% +$5.36K
AZN icon
403
AstraZeneca
AZN
$246B
$935K 0.03%
11,570
-1,800
-13% -$142K
BABA icon
404
Alibaba
BABA
$306B
$931K 0.03%
5,105
-885
-15% -$149K
LYG icon
405
Lloyds Banking Group
LYG
$88.5B
$930K 0.03%
289,754
-3,011
-1% -$9.21K
NBIX icon
406
Neurocrine Biosciences
NBIX
$16.5B
$924K 0.03%
+10,491
New +$877K
XLP icon
407
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$922K 0.03%
16,414
-80
-0.5% -$4.28K
GSK icon
408
GSK
GSK
$102B
$909K 0.03%
17,405
-1,235
-7% -$61.7K
LQD icon
409
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$904K 0.03%
7,592
+5,569
+275% +$645K
VGT icon
410
Vanguard Information Technology ETF
VGT
$147B
$890K 0.03%
35,504
-2,984
-8% -$69.3K
TRCO
411
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
$890K 0.03%
+19,295
New +$887K
MT icon
412
ArcelorMittal
MT
$55.6B
$886K 0.03%
43,454
-447
-1% -$9.9K
AD
413
Array Digital Infrastructure
AD
$3.01B
$885K 0.03%
19,268
+9,952
+107% +$520K
PEG icon
414
Public Service Enterprise Group
PEG
$37.5B
$878K 0.03%
14,763
-497
-3% -$27.8K
IJR icon
415
iShares Core S&P Small-Cap ETF
IJR
$112B
$873K 0.03%
11,315
+472
+4% +$36.2K
OKTA icon
416
Okta
OKTA
$26.1B
$873K 0.03%
10,558
+29
+0.3% +$2.3K
DFS
417
DELISTED
Discover Financial Services
DFS
$866K 0.03%
12,173
-1,935
-14% -$132K
POOL icon
418
Pool Corp
POOL
$7.32B
$866K 0.03%
5,250
+320
+6% +$49.7K
ISRG icon
419
Intuitive Surgical
ISRG
$142B
$859K 0.03%
4,512
-3,864
-46% -$687K
RPD icon
420
Rapid7
RPD
$894M
$850K 0.03%
16,794
+614
+4% +$26.3K
GGG icon
421
Graco
GGG
$13.5B
$844K 0.03%
17,047
+218
+1% +$9.87K
MSM icon
422
MSC Industrial Direct
MSM
$6.7B
$839K 0.03%
10,145
+104
+1% +$8.56K
AMT icon
423
American Tower
AMT
$79B
$835K 0.03%
4,236
-124
-3% -$21.7K
VOYA icon
424
Voya Financial
VOYA
$8.9B
$834K 0.03%
16,703
+69
+0.4% +$3.27K
CTLT
425
DELISTED
CATALENT, INC.
CTLT
$827K 0.03%
20,377
+531
+3% +$20.7K
15 16
17
18 19

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ACI
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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.