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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
PG icon
26
Procter & Gamble
PG
$337B
$29.4M 0.91%
282,177
-29,576
-9% -$2.88M
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.15T
$29.2M 0.9%
145,215
+11,442
+9% +$2.31M
ABT icon
28
Abbott
ABT
$188B
$27.5M 0.85%
343,718
-25,896
-7% -$1.93M
VIXY icon
29
ProShares VIX Short-Term Futures ETF
VIXY
$195M
$27.1M 0.84%
14,079
+11,622
+473% +$26.3M
XOM icon
30
ExxonMobil
XOM
$653B
$26.9M 0.84%
333,323
+3,546
+1% +$270K
UNH icon
31
UnitedHealth
UNH
$373B
$25.4M 0.79%
102,848
+1,330
+1% +$339K
BAC icon
32
Bank of America
BAC
$446B
$25.3M 0.78%
916,200
-26,994
-3% -$763K
SHM icon
33
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$25.1M 0.78%
518,085
+2,636
+0.5% +$127K
DIS icon
34
Walt Disney
DIS
$178B
$24.8M 0.77%
223,225
+5,995
+3% +$670K
PFE icon
35
Pfizer
PFE
$153B
$23.6M 0.73%
585,909
-2,078
-0.4% -$83.2K
DHR icon
36
Danaher
DHR
$145B
$23.6M 0.73%
201,330
+2,398
+1% +$246K
NEE icon
37
NextEra Energy
NEE
$176B
$23.4M 0.73%
485,004
+6,040
+1% +$276K
COST icon
38
Costco
COST
$417B
$21.2M 0.66%
87,414
-1,250
-1% -$273K
META icon
39
Meta Platforms (Facebook)
META
$1.53T
$21M 0.65%
126,227
+5,054
+4% +$804K
GLD icon
40
SPDR Gold Trust
GLD
$142B
$20.8M 0.65%
170,756
-5,357
-3% -$660K
MDT icon
41
Medtronic
MDT
$113B
$20M 0.62%
219,468
-217
-0.1% -$19.4K
TJX icon
42
TJX Companies
TJX
$177B
$19.5M 0.6%
366,099
-16,135
-4% -$805K
FISV
43
Fiserv Inc
FISV
$27.3B
$19.4M 0.6%
220,096
+2,734
+1% +$226K
MMM icon
44
3M
MMM
$93.9B
$18.9M 0.59%
108,692
-15,948
-13% -$2.68M
VZ icon
45
Verizon
VZ
$192B
$18.6M 0.58%
314,250
+79,458
+34% +$4.5M
IWD icon
46
iShares Russell 1000 Value ETF
IWD
$84B
$18.2M 0.57%
147,599
-3,391
-2% -$408K
BRK.A icon
47
Berkshire Hathaway Class A
BRK.A
$1.15T
$17.5M 0.54%
58
-4
-6% -$1.21M
ECL icon
48
Ecolab
ECL
$79.4B
$17.2M 0.53%
97,303
+193
+0.2% +$31.3K
MRK icon
49
Merck
MRK
$320B
$17.1M 0.53%
214,891
+9,245
+4% +$691K
UNP icon
50
Union Pacific
UNP
$174B
$17.1M 0.53%
101,989
+13,245
+15% +$2.13M
1
2
3 4 5

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BAM
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ACI
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ACM
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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.