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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
SPIB icon
476
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$603K 0.02%
17,649
+6,428
+57% +$216K
CHTR icon
477
Charter Communications
CHTR
$18.8B
$600K 0.02%
1,729
-81
-4% -$26.7K
ES icon
478
Eversource Energy
ES
$26.8B
$600K 0.02%
8,464
-6,963
-45% -$480K
SLYV icon
479
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$600K 0.02%
9,962
+200
+2% +$12.1K
SCHE icon
480
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$597K 0.02%
22,945
-1,060
-4% -$26.9K
TD icon
481
Toronto Dominion Bank
TD
$201B
$587K 0.02%
10,818
-376
-3% -$20.8K
SPYG icon
482
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$586K 0.02%
15,756
+5,656
+56% +$200K
VTR icon
483
Ventas
VTR
$44.6B
$583K 0.02%
9,147
-1,871
-17% -$117K
PANW icon
484
Palo Alto Networks
PANW
$313B
$582K 0.02%
14,400
+4,740
+49% +$176K
MORN icon
485
Morningstar
MORN
$7.33B
$580K 0.02%
4,607
– –
BJRI icon
486
BJ's Restaurants
BJRI
$1.44B
$578K 0.02%
12,206
+231
+2% +$11.6K
INN
487
Summit Hotel Properties
INN
$651M
$575K 0.02%
50,423
+6,119
+14% +$67.7K
MDY icon
488
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$575K 0.02%
1,665
+385
+30% +$130K
TROW icon
489
T. Rowe Price
TROW
$24.3B
$575K 0.02%
5,732
+1,829
+47% +$176K
WAL icon
490
Western Alliance Bancorporation
WAL
$8.89B
$575K 0.02%
14,039
+1,558
+12% +$68.7K
WMB icon
491
Williams Companies
WMB
$88.4B
$575K 0.02%
20,041
-14
-0.1% -$375
IEF icon
492
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$571K 0.02%
+5,353
New +$560K
DISCK
493
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$571K 0.02%
22,452
+1,484
+7% +$38.8K
DEA
494
Easterly Government Properties
DEA
$1.14B
$567K 0.02%
12,596
+438
+4% +$19.2K
TCBI icon
495
Texas Capital Bancshares
TCBI
$4.36B
$562K 0.02%
10,284
-8,774
-46% -$508K
INFO
496
DELISTED
IHS Markit Ltd. Common Shares
INFO
$562K 0.02%
10,353
+5,093
+97% +$267K
BPYU
497
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$558K 0.02%
27,216
+14,258
+110% +$270K
TMUS icon
498
T-Mobile US
TMUS
$192B
$553K 0.02%
8,001
+1,740
+28% +$122K
ALL icon
499
Allstate
ALL
$66.3B
$552K 0.02%
5,869
+350
+6% +$31.7K
DBO icon
500
Invesco DB Oil Fund
DBO
$393M
$552K 0.02%
+52,554
New +$525K
18 19
20
21 22

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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.