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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
NVS icon
101
Novartis
NVS
$298B
$7.14M 0.22%
82,992
-24,250
-23% -$1.95M
CMI icon
102
Cummins
CMI
$87.4B
$6.88M 0.21%
43,573
-994
-2% -$149K
SCZ icon
103
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$6.63M 0.21%
115,461
+5,172
+5% +$290K
AEP icon
104
American Electric Power
AEP
$66.9B
$6.6M 0.2%
78,853
-2,015
-2% -$160K
KMB icon
105
Kimberly-Clark
KMB
$35.9B
$6.36M 0.2%
51,363
-4,120
-7% -$479K
DD icon
106
DuPont de Nemours
DD
$19.1B
$6.31M 0.2%
48,611
-6,904
-12% -$958K
COP icon
107
ConocoPhillips
COP
$148B
$6.26M 0.19%
93,773
+19,409
+26% +$1.31M
ACN icon
108
Accenture
ACN
$109B
$5.97M 0.19%
33,913
-2,336
-6% -$367K
USB icon
109
US Bancorp
USB
$100B
$5.97M 0.19%
123,821
-8,482
-6% -$425K
TRV icon
110
Travelers Companies
TRV
$78.3B
$5.63M 0.17%
41,073
+821
+2% +$105K
GILD icon
111
Gilead Sciences
GILD
$165B
$5.61M 0.17%
86,273
-12,254
-12% -$814K
PSA icon
112
Public Storage
PSA
$60.8B
$5.61M 0.17%
25,746
+872
+4% +$182K
LUV icon
113
Southwest Airlines
LUV
$22B
$5.44M 0.17%
104,821
-559
-0.5% -$29.5K
BMY icon
114
Bristol-Myers Squibb
BMY
$132B
$5.44M 0.17%
114,003
-14,595
-11% -$727K
K
115
DELISTED
Kellanova
K
$5.41M 0.17%
100,356
+16,628
+20% +$888K
CHD icon
116
Church & Dwight Co
CHD
$24.5B
$5.39M 0.17%
75,733
+57,867
+324% +$3.81M
VEU icon
117
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$5.37M 0.17%
107,141
-160
-0.1% -$7.83K
AWK icon
118
American Water Works
AWK
$26.9B
$5.3M 0.16%
50,809
-1,499
-3% -$147K
RSP icon
119
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.25M 0.16%
50,223
-575
-1% -$58K
CVS icon
120
CVS Health
CVS
$122B
$5.17M 0.16%
95,921
+2,724
+3% +$168K
RDS.B
121
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$5.16M 0.16%
80,632
-5,172
-6% -$327K
SUB icon
122
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$5.13M 0.16%
48,416
+2,750
+6% +$290K
NRG icon
123
NRG Energy
NRG
$25B
$5.1M 0.16%
120,037
+97,988
+444% +$4.06M
NSC icon
124
Norfolk Southern
NSC
$75B
$5.07M 0.16%
27,105
+516
+2% +$89.2K
TFC icon
125
Truist Financial
TFC
$63.4B
$5.03M 0.16%
108,144
+1,390
+1% +$67.8K
3 4
5
6 7

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SCC
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BAM
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ACI
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ACM
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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.