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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
MRSH
151
Marsh
MRSH
$91B
$3.87M 0.12%
41,175
+21,486
+109% +$1.9M
AJG icon
152
Arthur J. Gallagher & Co
AJG
$64.7B
$3.76M 0.12%
48,109
-415
-0.9% -$32K
BAC.PRL icon
153
Bank of America Series L
BAC.PRL
$4B
$3.74M 0.12%
2,870
– –
BDX icon
154
Becton Dickinson
BDX
$48.9B
$3.72M 0.12%
15,248
-1,865
-11% -$441K
NSP icon
155
Insperity
NSP
$1.96B
$3.68M 0.11%
29,775
– –
DE icon
156
Deere & Co
DE
$164B
$3.67M 0.11%
22,961
-749
-3% -$120K
D icon
157
Dominion Energy
D
$59.1B
$3.63M 0.11%
47,291
+1,956
+4% +$143K
STZ icon
158
Constellation Brands
STZ
$22.8B
$3.61M 0.11%
20,608
-7,077
-26% -$1.19M
WWE
159
DELISTED
World Wrestling Entertainment
WWE
$3.6M 0.11%
+41,499
New +$3.49M
IVE icon
160
iShares S&P 500 Value ETF
IVE
$50B
$3.6M 0.11%
31,918
-341
-1% -$37.4K
MO icon
161
Altria Group
MO
$109B
$3.6M 0.11%
62,671
-25,892
-29% -$1.32M
GE icon
162
GE Aerospace
GE
$380B
$3.58M 0.11%
71,797
-19,928
-22% -$938K
HII icon
163
Huntington Ingalls Industries
HII
$13B
$3.54M 0.11%
17,101
-1,618
-9% -$332K
GPC icon
164
Genuine Parts
GPC
$18.5B
$3.5M 0.11%
31,253
-1,756
-5% -$182K
SPG icon
165
Simon Property Group
SPG
$71.5B
$3.48M 0.11%
19,118
-342
-2% -$60.8K
DG icon
166
Dollar General
DG
$27B
$3.38M 0.1%
28,337
+97
+0.3% +$11.3K
APD icon
167
Air Products & Chemicals
APD
$68.6B
$3.35M 0.1%
17,565
-586
-3% -$101K
TYL icon
168
Tyler Technologies
TYL
$13B
$3.35M 0.1%
16,374
-1,308
-7% -$259K
SYK icon
169
Stryker
SYK
$133B
$3.33M 0.1%
16,850
-1,292
-7% -$233K
VTV icon
170
Vanguard Morningstar Value ETF
VTV
$192B
$3.32M 0.1%
30,872
-2,335
-7% -$246K
ADC icon
171
Agree Realty
ADC
$9.22B
$3.29M 0.1%
47,481
+1,734
+4% +$112K
SYY icon
172
Sysco
SYY
$40.1B
$3.25M 0.1%
48,659
-2,115
-4% -$138K
XYZ
173
Block Inc
XYZ
$47.5B
$3.15M 0.1%
42,121
-486
-1% -$35.2K
CLX icon
174
Clorox
CLX
$13B
$3.14M 0.1%
19,591
-89
-0.5% -$13.8K
ICUI icon
175
ICU Medical
ICUI
$4.56B
$3.14M 0.1%
13,102
+54
+0.4% +$12.9K
5 6
7
8 9

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BAM
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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.