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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
VBR icon
51
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$16.3M 0.51%
127,002
-3,251
-2% -$414K
T icon
52
AT&T
T
$165B
$14.7M 0.46%
621,594
+830
+0.1% +$19.1K
ADBE icon
53
Adobe
ADBE
$109B
$14.1M 0.44%
53,059
+4,322
+9% +$1.09M
MA icon
54
Mastercard
MA
$493B
$14.1M 0.44%
60,008
-810
-1% -$174K
EMR icon
55
Emerson Electric
EMR
$88.5B
$13.8M 0.43%
201,536
+13,327
+7% +$876K
NKE icon
56
Nike
NKE
$62.5B
$13.3M 0.41%
157,894
+10,611
+7% +$875K
RTX icon
57
RTX Corp
RTX
$302B
$13M 0.4%
159,904
-1,221
-0.8% -$92.8K
MDLZ icon
58
Mondelez International
MDLZ
$78.5B
$12.9M 0.4%
257,822
+11,660
+5% +$535K
IVV icon
59
iShares Core S&P 500 ETF
IVV
$904B
$12.8M 0.4%
45,137
+3,700
+9% +$1.01M
ORCL icon
60
Oracle
ORCL
$435B
$12.6M 0.39%
234,895
-29,105
-11% -$1.48M
AMGN icon
61
Amgen
AMGN
$226B
$12.4M 0.38%
65,249
-740
-1% -$141K
IBM icon
62
IBM
IBM
$223B
$12.3M 0.38%
91,074
-13,466
-13% -$1.72M
ITW icon
63
Illinois Tool Works
ITW
$83.9B
$12.1M 0.38%
84,546
+5,702
+7% +$789K
CB icon
64
Chubb
CB
$134B
$12.1M 0.37%
86,022
-23,205
-21% -$3.09M
TXN icon
65
Texas Instruments
TXN
$256B
$12M 0.37%
112,856
-15,530
-12% -$1.61M
FTV icon
66
Fortive
FTV
$18.6B
$12M 0.37%
225,948
-24,336
-10% -$1.19M
ZTS icon
67
Zoetis
ZTS
$30.9B
$11.9M 0.37%
118,187
+29,172
+33% +$2.65M
EW icon
68
Edwards Lifesciences
EW
$53B
$11.7M 0.36%
183,861
+21,345
+13% +$1.22M
IBB icon
69
iShares Biotechnology ETF
IBB
$9.82B
$11.5M 0.36%
102,768
+4,680
+5% +$513K
ABBV icon
70
AbbVie
ABBV
$438B
$11.4M 0.35%
141,875
-4,162
-3% -$340K
CAT icon
71
Caterpillar
CAT
$385B
$11.2M 0.35%
82,396
+2,954
+4% +$392K
BURL icon
72
Burlington
BURL
$23.4B
$10.9M 0.34%
69,859
-616
-0.9% -$99.3K
ELV icon
73
Elevance Health
ELV
$86.2B
$10.9M 0.34%
38,139
-372
-1% -$108K
MET icon
74
MetLife
MET
$61.7B
$10.8M 0.34%
253,894
+3,944
+2% +$174K
LLY icon
75
Eli Lilly
LLY
$1.1T
$10.6M 0.33%
81,662
-919
-1% -$112K
1 2
3
4 5

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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.