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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
CHGG icon
201
Chegg
CHGG
$93.6M
$2.74M 0.08%
71,809
– –
PM icon
202
Philip Morris
PM
$291B
$2.7M 0.08%
30,520
-11,242
-27% -$905K
RDS.A
203
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.69M 0.08%
43,044
-1,755
-4% -$108K
UAL icon
204
United Airlines
UAL
$41.1B
$2.66M 0.08%
33,395
+10,205
+44% +$861K
ZBRA icon
205
Zebra Technologies
ZBRA
$18.1B
$2.65M 0.08%
12,666
-118
-0.9% -$22.2K
YUM icon
206
Yum! Brands
YUM
$39.5B
$2.64M 0.08%
26,448
+7,512
+40% +$711K
LNC icon
207
Lincoln National
LNC
$8.57B
$2.63M 0.08%
44,747
+317
+0.7% +$18.8K
XLK icon
208
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.57M 0.08%
69,448
-56,822
-45% -$1.94M
DAL icon
209
Delta Air Lines
DAL
$59.6B
$2.57M 0.08%
49,731
+17,363
+54% +$861K
FDX icon
210
FedEx
FDX
$76B
$2.55M 0.08%
14,036
-244
-2% -$43.1K
COLD icon
211
Americold
COLD
$4.19B
$2.54M 0.08%
83,100
+23,090
+38% +$664K
KWR icon
212
Quaker Houghton
KWR
$2.98B
$2.54M 0.08%
12,656
+398
+3% +$79K
GS icon
213
Goldman Sachs
GS
$302B
$2.49M 0.08%
12,975
-718
-5% -$139K
ALGN icon
214
Align Technology
ALGN
$12.3B
$2.47M 0.08%
8,696
-752
-8% -$179K
PKG icon
215
Packaging Corp of America
PKG
$22.9B
$2.45M 0.08%
24,634
+4,883
+25% +$464K
MIDD icon
216
Middleby
MIDD
$5.53B
$2.42M 0.08%
18,601
-162
-0.9% -$19.4K
IUSG icon
217
iShares Core S&P US Growth ETF
IUSG
$33.6B
$2.41M 0.07%
40,008
+2,026
+5% +$116K
NDSN icon
218
Nordson
NDSN
$17.4B
$2.39M 0.07%
18,059
+68
+0.4% +$8.87K
ETN icon
219
Eaton
ETN
$178B
$2.37M 0.07%
29,427
+567
+2% +$43.2K
REXR icon
220
Rexford Industrial Realty
REXR
$8.12B
$2.34M 0.07%
65,260
-441
-0.7% -$14.8K
VWO icon
221
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$2.34M 0.07%
54,957
-4,933
-8% -$203K
XLF icon
222
State Street Financial Select Sector SPDR ETF
XLF
$59.2B
$2.33M 0.07%
90,575
-52,087
-37% -$1.34M
PLD icon
223
Prologis
PLD
$133B
$2.32M 0.07%
32,306
-7,348
-19% -$501K
IT icon
224
Gartner
IT
$11.9B
$2.31M 0.07%
15,212
-52
-0.3% -$7.22K
QQQ icon
225
Invesco QQQ Trust
QQQ
$477B
$2.3M 0.07%
12,817
+117
+0.9% +$19.9K
7 8
9
10 11

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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.