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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
MRO
601
DELISTED
Marathon Oil Corporation
MRO
$329K 0.01%
19,636
-637
-3% -$10.4K
WEC icon
602
WEC Energy
WEC
$34.8B
$320K 0.01%
4,051
+543
+15% +$40.3K
HIG icon
603
Hartford Financial Services
HIG
$38.1B
$318K 0.01%
6,395
-165
-3% -$7.84K
IWP icon
604
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$316K 0.01%
4,660
– –
CAI
605
DELISTED
CAI International, Inc.
CAI
$313K 0.01%
+13,504
New +$324K
TDC icon
606
Teradata
TDC
$2.5B
$311K 0.01%
7,128
+239
+3% +$10.7K
AMRX icon
607
Amneal Pharmaceuticals
AMRX
$5.46B
$308K 0.01%
21,748
-552
-2% -$7.3K
LEN icon
608
Lennar Class A
LEN
$21.1B
$308K 0.01%
6,478
+43
+0.7% +$1.95K
AZO icon
609
AutoZone
AZO
$49.7B
$305K 0.01%
298
+34
+13% +$30.5K
CHCT
610
Community Healthcare Trust
CHCT
$432M
$301K 0.01%
8,400
– –
VOD icon
611
Vodafone
VOD
$36.7B
$301K 0.01%
16,592
-1,432
-8% -$26.6K
SRC
612
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$301K 0.01%
+7,581
New +$289K
SIRI icon
613
SiriusXM
SIRI
$9.61B
$300K 0.01%
5,283
– –
SRE icon
614
Sempra
SRE
$55.9B
$293K 0.01%
+4,654
New +$274K
MGK icon
615
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$288K 0.01%
11,590
-1,675
-13% -$39.4K
REGN icon
616
Regeneron Pharmaceuticals
REGN
$82.1B
$288K 0.01%
700
+85
+14% +$35K
VEA icon
617
Vanguard FTSE Developed Markets ETF
VEA
$236B
$288K 0.01%
7,040
– –
SNDR icon
618
Schneider National
SNDR
$6.12B
$287K 0.01%
13,598
+746
+6% +$16K
ULTA icon
619
Ulta Beauty
ULTA
$23.3B
$283K 0.01%
+813
New +$246K
VGIT icon
620
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$282K 0.01%
4,374
+604
+16% +$38.4K
ENB icon
621
Enbridge
ENB
$113B
$281K 0.01%
7,740
-730
-9% -$26.3K
ATH
622
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$281K 0.01%
+6,897
New +$295K
AEO icon
623
American Eagle Outfitters
AEO
$2.91B
$280K 0.01%
+12,649
New +$260K
FICO icon
624
Fair Isaac
FICO
$22.4B
$280K 0.01%
+1,032
New +$242K
MLKN icon
625
MillerKnoll
MLKN
$1.62B
$277K 0.01%
7,871
– –
23 24
25
26 27

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BAM
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ACI
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ACM
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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.