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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
VMW
76
DELISTED
VMware, Inc
VMW
$10.6M 0.33%
58,602
+479
+0.8% +$78K
BLK icon
77
Blackrock
BLK
$175B
$10.1M 0.31%
23,721
-14,757
-38% -$6.19M
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$57.5B
$10.1M 0.31%
186,870
+10,061
+6% +$521K
PYPL icon
79
PayPal
PYPL
$50.5B
$10M 0.31%
96,525
+23,703
+33% +$2.24M
ADP icon
80
Automatic Data Processing
ADP
$109B
$10M 0.31%
62,707
-1,683
-3% -$244K
MU icon
81
Micron Technology
MU
$972B
$9.96M 0.31%
240,937
+35,288
+17% +$1.36M
WMT icon
82
Walmart Inc
WMT
$897B
$9.81M 0.3%
301,836
+7,722
+3% +$250K
KO icon
83
Coca-Cola
KO
$374B
$9.69M 0.3%
206,879
+6,820
+3% +$319K
EOG icon
84
EOG Resources
EOG
$74.6B
$9.51M 0.29%
99,913
-6,969
-7% -$664K
ZION icon
85
Zions Bancorporation
ZION
$10.3B
$9.45M 0.29%
208,186
+33,694
+19% +$1.61M
OKE icon
86
Oneok
OKE
$56.9B
$9.45M 0.29%
135,334
+9,630
+8% +$624K
WFC icon
87
Wells Fargo
WFC
$265B
$9.21M 0.29%
190,646
-23,051
-11% -$1.13M
AVY icon
88
Avery Dennison
AVY
$13.5B
$9.18M 0.28%
81,261
+21,326
+36% +$2.2M
CMCSA icon
89
Comcast
CMCSA
$89.4B
$8.49M 0.26%
212,317
+6,026
+3% +$227K
AON icon
90
Aon
AON
$75.7B
$8.33M 0.26%
48,776
+14,301
+41% +$2.32M
IJS icon
91
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$8.26M 0.26%
111,998
+5,546
+5% +$410K
AMED
92
DELISTED
Amedisys
AMED
$8.22M 0.26%
66,729
+6,334
+10% +$795K
PSX icon
93
Phillips 66
PSX
$86B
$8.04M 0.25%
84,538
+6,916
+9% +$657K
VB icon
94
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$7.71M 0.24%
50,480
+3,457
+7% +$514K
EFA icon
95
iShares MSCI EAFE ETF
EFA
$79.8B
$7.48M 0.23%
115,352
-32,141
-22% -$2.02M
IWF icon
96
iShares Russell 1000 Growth ETF
IWF
$127B
$7.46M 0.23%
197,036
+10,524
+6% +$378K
NFLX icon
97
Netflix
NFLX
$318B
$7.37M 0.23%
206,620
-2,480
-1% -$86K
WM icon
98
Waste Management
WM
$90.6B
$7.33M 0.23%
70,526
-7,443
-10% -$726K
CSX icon
99
CSX Corp
CSX
$92.8B
$7.27M 0.23%
291,585
-14,733
-5% -$341K
KEY icon
100
KeyCorp
KEY
$24.3B
$7.25M 0.22%
460,143
-186,065
-29% -$3.1M
2 3
4
5 6

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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.