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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
NVR icon
676
NVR
NVR
$17B
$208K 0.01%
+75
New +$197K
TPH
677
DELISTED
Tri Pointe Homes
TPH
$206K 0.01%
16,300
– –
VGK icon
678
Vanguard FTSE Europe ETF
VGK
$31B
$206K 0.01%
+3,850
New +$201K
CERN
679
DELISTED
Cerner Corp
CERN
$206K 0.01%
+3,598
New +$200K
AES icon
680
AES
AES
$10.5B
$205K 0.01%
11,328
+784
+7% +$13.2K
IJK icon
681
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$205K 0.01%
+3,748
New +$198K
CDNS icon
682
Cadence Design Systems
CDNS
$90.1B
$204K 0.01%
+3,207
New +$170K
SPXC icon
683
SPX Corp
SPXC
$11B
$204K 0.01%
+5,853
New +$190K
VOO icon
684
Vanguard S&P 500 ETF
VOO
$1.03T
$204K 0.01%
+787
New +$197K
JACK icon
685
Jack in the Box
JACK
$352M
$203K 0.01%
+2,500
New +$200K
JKHY icon
686
Jack Henry & Associates
JKHY
$11B
$203K 0.01%
1,466
-390
-21% -$51.6K
MCK icon
687
McKesson
MCK
$104B
$203K 0.01%
1,735
-101
-6% -$12.5K
TFX icon
688
Teleflex
TFX
$5.89B
$203K 0.01%
+672
New +$187K
CMA
689
DELISTED
Comerica
CMA
$201K 0.01%
+2,739
New +$220K
LNT icon
690
Alliant Energy
LNT
$17.7B
$201K 0.01%
4,274
-2,122
-33% -$95K
DBE icon
691
Invesco DB Energy Fund
DBE
$91.1M
$188K 0.01%
+12,826
New +$181K
RRC icon
692
Range Resources
RRC
$9.5B
$160K 0.01%
14,303
-3,329
-19% -$36.1K
MRT
693
DELISTED
MedEquities Realty Trust, Inc.
MRT
$159K ﹤0.01%
14,305
– –
ABEV icon
694
Ambev
ABEV
$44.3B
$154K ﹤0.01%
35,648
-14,162
-28% -$65K
RVT icon
695
Royce Value Trust
RVT
$2.3B
$147K ﹤0.01%
10,671
+100
+0.9% +$1.36K
TGNA
696
DELISTED
TEGNA Inc
TGNA
$146K ﹤0.01%
10,368
– –
NIO icon
697
NIO
NIO
$11.6B
$129K ﹤0.01%
25,200
– –
BKT icon
698
BlackRock Income Trust
BKT
$342M
$128K ﹤0.01%
7,167
– –
NLY icon
699
Annaly Capital Management
NLY
$17.4B
$113K ﹤0.01%
2,848
+140
+5% +$5.71K
AEG icon
700
Aegon
AEG
$14B
$104K ﹤0.01%
25,521
-282
-1% -$1.23K
26 27
28
29 30

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SCC
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BAM
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ACI
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ACM
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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.