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
CACI icon
426
CACI
CACI
$14.8B
$826K 0.03%
4,536
– –
TAP icon
427
Molson Coors Class B
TAP
$7.83B
$825K 0.03%
13,843
+659
+5% +$40.7K
HP icon
428
Helmerich & Payne
HP
$4.25B
$819K 0.03%
14,735
-5,582
-27% -$304K
LUMN icon
429
Lumen
LUMN
$6.58B
$812K 0.03%
67,771
+16,409
+32% +$228K
FRC
430
DELISTED
First Republic Bank
FRC
$812K 0.03%
8,095
-1,326
-14% -$131K
IR icon
431
Ingersoll Rand
IR
$33B
$809K 0.03%
29,083
+1,595
+6% +$40.1K
EPD icon
432
Enterprise Products Partners
EPD
$81.8B
$804K 0.02%
27,615
+58
+0.2% +$1.62K
DVY icon
433
iShares Select Dividend ETF
DVY
$23.7B
$803K 0.02%
8,184
+272
+3% +$26.1K
SLG icon
434
SL Green Realty
SLG
$3.95B
$803K 0.02%
9,228
– –
MUB icon
435
iShares National Muni Bond ETF
MUB
$45.8B
$796K 0.02%
7,162
+1,150
+19% +$126K
ALLY icon
436
Ally Financial
ALLY
$13.4B
$790K 0.02%
28,755
+1,545
+6% +$40.3K
SPR
437
DELISTED
Spirit AeroSystems
SPR
$790K 0.02%
8,627
+50
+0.6% +$4.41K
CMG icon
438
Chipotle Mexican Grill
CMG
$40.5B
$786K 0.02%
55,300
+24,700
+81% +$287K
XLU icon
439
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$782K 0.02%
26,936
– –
POWI icon
440
Power Integrations
POWI
$3.54B
$773K 0.02%
22,120
-200
-0.9% -$6.8K
JD icon
441
JD.com
JD
$43.1B
$772K 0.02%
25,586
+100
+0.4% +$2.54K
SLAB icon
442
Silicon Laboratories
SLAB
$7.22B
$766K 0.02%
9,469
+502
+6% +$41.8K
TIER
443
DELISTED
TIER REIT, Inc.
TIER
$742K 0.02%
25,886
+14,115
+120% +$335K
PSMT icon
444
Pricesmart
PSMT
$5.33B
$740K 0.02%
12,554
-5,978
-32% -$373K
PGRE
445
DELISTED
Paramount Group
PGRE
$738K 0.02%
52,000
– –
J icon
446
Jacobs Solutions
J
$17.3B
$736K 0.02%
11,820
+682
+6% +$38.4K
EVRG icon
447
Evergy
EVRG
$18.9B
$735K 0.02%
12,654
-115
-0.9% -$6.54K
EFX icon
448
Equifax
EFX
$21.4B
$734K 0.02%
6,200
– –
NUE icon
449
Nucor
NUE
$61.9B
$734K 0.02%
12,573
-200
-2% -$11.7K
IYH icon
450
iShares US Healthcare ETF
IYH
$3.76B
$726K 0.02%
18,750
– –
16 17
18
19 20

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.