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
JRVR icon
501
James River Group Holdings
JRVR
$194M
$549K 0.02%
13,693
+587
+4% +$23K
PINC
502
DELISTED
Premier
PINC
$545K 0.02%
15,802
+1,202
+8% +$44.4K
AAT
503
American Assets Trust
AAT
$1.37B
$542K 0.02%
+11,819
New +$511K
IXJ icon
504
iShares Global Healthcare ETF
IXJ
$4.23B
$536K 0.02%
8,762
-20
-0.2% -$1.19K
XYL icon
505
Xylem
XYL
$28.8B
$536K 0.02%
6,772
-10,737
-61% -$783K
AL
506
DELISTED
Air Lease Corp
AL
$534K 0.02%
15,518
+3,680
+31% +$133K
RY icon
507
Royal Bank of Canada
RY
$292B
$534K 0.02%
7,058
-81
-1% -$6.13K
TTP
508
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
$529K 0.02%
8,700
+450
+5% +$26.8K
AAN.A
509
DELISTED
The Aaron's Company Inc Class A
AAN.A
$529K 0.02%
10,064
– –
EG icon
510
Everest Group
EG
$14B
$526K 0.02%
2,437
+40
+2% +$8.71K
TT icon
511
Trane Technologies
TT
$106B
$522K 0.02%
4,829
-700
-13% -$70.9K
AMP icon
512
Ameriprise Financial
AMP
$49.7B
$521K 0.02%
4,070
-9,050
-69% -$1.12M
SPYV icon
513
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$520K 0.02%
17,161
+8,620
+101% +$254K
TDS icon
514
Telephone and Data Systems
TDS
$3.84B
$512K 0.02%
16,661
-1,645
-9% -$56K
WCG
515
DELISTED
Wellcare Health Plans, Inc.
WCG
$511K 0.02%
1,895
+95
+5% +$24.5K
HUBB icon
516
Hubbell
HUBB
$27.5B
$508K 0.02%
4,306
-75
-2% -$8.48K
WK icon
517
Workiva
WK
$3.76B
$507K 0.02%
10,000
– –
ASH icon
518
Ashland
ASH
$3.42B
$505K 0.02%
6,452
+749
+13% +$57.7K
PBF icon
519
PBF Energy
PBF
$8.22B
$504K 0.02%
16,195
+421
+3% +$14.1K
AYR
520
DELISTED
Aircastle Ltd
AYR
$503K 0.02%
24,836
-2,144
-8% -$42.8K
APAM icon
521
Artisan Partners
APAM
$3.08B
$502K 0.02%
19,908
+814
+4% +$19.9K
URBN icon
522
Urban Outfitters
URBN
$6.8B
$500K 0.02%
+16,849
New +$519K
CPE
523
DELISTED
Callon Petroleum Company
CPE
$499K 0.02%
6,601
+69
+1% +$5.35K
IPG
524
DELISTED
Interpublic Group of Companies
IPG
$497K 0.02%
23,626
+431
+2% +$9.6K
NAVI icon
525
Navient
NAVI
$803M
$497K 0.02%
42,952
-55,413
-56% -$634K
19 20
21
22 23

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.