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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
ORLY icon
551
O'Reilly Automotive
ORLY
$74.9B
$429K 0.01%
16,590
+1,710
+11% +$41.4K
AME icon
552
Ametek
AME
$58.8B
$427K 0.01%
5,153
-1,370
-21% -$104K
BH icon
553
Biglari Holdings Class B
BH
$1.2B
$426K 0.01%
+3,008
New +$395K
INVX
554
Innovex International
INVX
$2.11B
$426K 0.01%
+9,294
New +$365K
SCHV
555
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$420K 0.01%
+23,001
New +$408K
BR icon
556
Broadridge
BR
$19.5B
$419K 0.01%
4,045
-1,032
-20% -$104K
ROP icon
557
Roper Technologies
ROP
$39.5B
$418K 0.01%
1,222
– –
NVTA
558
DELISTED
Invitae Corporation
NVTA
$418K 0.01%
+17,810
New +$314K
XLI icon
559
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$412K 0.01%
5,488
-98
-2% -$7.09K
FLOT icon
560
iShares Floating Rate Bond ETF
FLOT
$10.5B
$411K 0.01%
8,079
+89
+1% +$4.51K
OHI icon
561
Omega Healthcare
OHI
$13.8B
$411K 0.01%
10,782
+11
+0.1% +$408
SNBR
562
DELISTED
Sleep Number
SNBR
$408K 0.01%
+8,688
New +$350K
ICE icon
563
Intercontinental Exchange
ICE
$84.9B
$406K 0.01%
5,343
-369
-6% -$27.6K
CME icon
564
CME Group
CME
$93.2B
$405K 0.01%
2,461
+146
+6% +$25.8K
KEX icon
565
Kirby Corp
KEX
$7B
$405K 0.01%
5,388
+53
+1% +$3.86K
M icon
566
Macy's
M
$6.45B
$404K 0.01%
16,849
-4,375
-21% -$110K
IYM icon
567
iShares US Basic Materials ETF
IYM
$1.03B
$403K 0.01%
4,410
– –
HCA icon
568
HCA Healthcare
HCA
$89.1B
$400K 0.01%
3,068
+671
+28% +$90.1K
GAP
569
The Gap Inc
GAP
$7.55B
$400K 0.01%
15,265
+1,162
+8% +$29.7K
GWW icon
570
W.W. Grainger
GWW
$61.3B
$399K 0.01%
1,326
+82
+7% +$24.4K
TRTN
571
DELISTED
Triton International Limited
TRTN
$399K 0.01%
12,826
– –
WAGE
572
DELISTED
WageWorks, Inc.
WAGE
$398K 0.01%
10,549
-852
-7% -$27.8K
SPN
573
DELISTED
Superior Energy Services, Inc.
SPN
$394K 0.01%
8,427
+77
+0.9% +$3.31K
NTRS icon
574
Northern Trust
NTRS
$34.4B
$391K 0.01%
4,327
-24
-0.6% -$2.16K
R icon
575
Ryder
R
$9.92B
$389K 0.01%
6,279
-6,619
-51% -$387K
21 22
23
24 25

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BAM
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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.