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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
HAL icon
576
Halliburton
HAL
$28.2B
$386K 0.01%
13,155
-678
-5% -$20.5K
MIK
577
DELISTED
Michaels Stores, Inc
MIK
$381K 0.01%
33,473
+16,744
+100% +$229K
IGM icon
578
iShares Expanded Tech Sector ETF
IGM
$10.7B
$379K 0.01%
11,028
– –
TSLA icon
579
Tesla
TSLA
$1.31T
$375K 0.01%
20,100
-11,040
-35% -$222K
NTAP icon
580
NetApp
NTAP
$38.9B
$374K 0.01%
5,388
-362
-6% -$23.4K
CIM
581
Chimera Investment
CIM
$996M
$372K 0.01%
6,614
+341
+5% +$19.2K
IWN icon
582
iShares Russell 2000 Value ETF
IWN
$14.6B
$370K 0.01%
3,086
+63
+2% +$7.53K
SPSB icon
583
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$369K 0.01%
12,078
-1,455
-11% -$44.1K
CTSH icon
584
Cognizant
CTSH
$26.4B
$365K 0.01%
5,027
+63
+1% +$4.41K
VTI icon
585
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$353K 0.01%
2,436
+675
+38% +$94.2K
SCHG icon
586
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$350K 0.01%
35,192
+4,880
+16% +$46.1K
FR icon
587
First Industrial Realty Trust
FR
$8.35B
$348K 0.01%
9,846
– –
UBNK
588
DELISTED
United Financial Bancorp, Inc.
UBNK
$346K 0.01%
24,189
– –
LSXMK
589
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$344K 0.01%
11,806
-534
-4% -$16.1K
ATVI
590
DELISTED
Activision Blizzard
ATVI
$343K 0.01%
7,520
-20,143
-73% -$910K
TREX icon
591
Trex
TREX
$5.07B
$342K 0.01%
11,104
– –
FCX icon
592
Freeport-McMoran
FCX
$96.4B
$341K 0.01%
26,466
+512
+2% +$6.19K
ACHC icon
593
Acadia Healthcare
ACHC
$2.9B
$339K 0.01%
11,578
-307
-3% -$8.7K
BG icon
594
Bunge Global
BG
$21.4B
$336K 0.01%
6,340
-64
-1% -$3.4K
PARA
595
DELISTED
Paramount Global Class B
PARA
$335K 0.01%
7,054
+2
+0% +$97
BRC icon
596
Brady Corp
BRC
$4.48B
$333K 0.01%
7,172
– –
GM.WS.B
597
DELISTED
General Motors Company
GM.WS.B
$333K 0.01%
+17,123
New +$347K
UGI icon
598
UGI
UGI
$7.54B
$332K 0.01%
5,982
+100
+2% +$5.47K
NATI
599
DELISTED
National Instruments Corp
NATI
$331K 0.01%
7,461
+47
+0.6% +$2.13K
GBDC icon
600
Golub Capital BDC
GBDC
$3.42B
$330K 0.01%
18,871
-3,130
-14% -$55.1K
22 23
24
25 26

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.