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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
LEA icon
126
Lear
LEA
$8.14B
$5M 0.16%
36,857
-2,354
-6% -$345K
CI icon
127
Cigna
CI
$72.2B
$4.95M 0.15%
30,762
+19,010
+162% +$3.47M
SLB icon
128
SLB Ltd
SLB
$79.1B
$4.85M 0.15%
111,218
-81,294
-42% -$3.51M
MAA icon
129
Mid-America Apartment Communities
MAA
$15.3B
$4.81M 0.15%
44,023
-26
-0.1% -$2.67K
PPLI
130
People Inc
PPLI
$3.02B
$4.8M 0.15%
127,721
-1,617
-1% -$59.8K
PAYX icon
131
Paychex
PAYX
$43.1B
$4.76M 0.15%
59,363
-1,906
-3% -$141K
HLF icon
132
Herbalife
HLF
$1.21B
$4.62M 0.14%
87,262
+4,327
+5% +$249K
LOW icon
133
Lowe's Companies
LOW
$125B
$4.56M 0.14%
41,640
-6,126
-13% -$611K
TGT icon
134
Target
TGT
$70.2B
$4.49M 0.14%
55,955
+618
+1% +$45.2K
PRU icon
135
Prudential Financial
PRU
$42.1B
$4.47M 0.14%
48,661
-1,050
-2% -$96.8K
OXY icon
136
Occidental Petroleum
OXY
$59.2B
$4.46M 0.14%
67,348
+2,420
+4% +$159K
AVB icon
137
AvalonBay Communities
AVB
$26.1B
$4.38M 0.14%
21,817
– –
LAMR icon
138
Lamar Advertising Co
LAMR
$15.7B
$4.3M 0.13%
+54,205
New +$4.1M
RWO icon
139
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$4.25M 0.13%
84,961
-1,617
-2% -$78K
PNC icon
140
PNC Financial Services
PNC
$101B
$4.22M 0.13%
34,417
+4,051
+13% +$502K
MPC icon
141
Marathon Petroleum
MPC
$93B
$4.14M 0.13%
69,235
+11,778
+20% +$741K
LMT icon
142
Lockheed Martin
LMT
$137B
$4.12M 0.13%
13,714
-5,135
-27% -$1.51M
KDP icon
143
Keurig Dr Pepper
KDP
$39.1B
$4.09M 0.13%
146,222
+130,899
+854% +$3.53M
BNY
144
Bank of New York Mellon
BNY
$109B
$4.08M 0.13%
80,927
+617
+0.8% +$31.8K
SC
145
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$4.07M 0.13%
192,727
+125,916
+188% +$2.51M
GLW icon
146
Corning
GLW
$137B
$4.05M 0.13%
122,248
-1,346
-1% -$44.2K
SIVB
147
DELISTED
SVB Financial Group
SIVB
$4.03M 0.13%
18,127
-2,655
-13% -$618K
RCL icon
148
Royal Caribbean
RCL
$81.7B
$4.01M 0.12%
35,006
+5,705
+19% +$649K
IWB icon
149
iShares Russell 1000 ETF
IWB
$50.1B
$3.94M 0.12%
25,050
-1,143
-4% -$173K
TIP icon
150
iShares TIPS Bond ETF
TIP
$14.7B
$3.88M 0.12%
34,300
-1,713
-5% -$190K
4 5
6
7 8

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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.