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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
+11.69%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.99%
10 Year Est. Return
–
AUM
$3.23B
AUM Growth
+$342M
Cap. Flow
+$25.8M
Cap. Flow %
0.8%
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
BLK icon
Blackrock
BLK
+$6.19M
2
ABMD
Abiomed Inc
ABMD
+$3.92M
3
SLB icon
SLB Ltd
SLB
+$3.51M
4
CENTA icon
Central Garden & Pet Co Class A
CENTA
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 20.05%
2 Technology 15.11%
3 Healthcare 12.03%
4 Financials 11.77%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.84T
$103M 3.19%
2,165,500
-75,384
-3% -$3.2M
MSFT icon
2
Microsoft
MSFT
$3.69T
$94.9M 2.94%
804,361
-12,327
-2% -$1.34M
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$326M
$88.2M 2.73%
2,885,090
+124,574
+5% +$3.84M
BWX icon
4
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$78.2M 2.42%
2,803,475
-62,332
-2% -$1.73M
MCD icon
5
McDonald's
MCD
$179B
$65.8M 2.04%
346,420
-5,861
-2% -$1.06M
HD icon
6
Home Depot
HD
$305B
$58.8M 1.82%
306,641
+2,958
+1% +$543K
JPM icon
7
JPMorgan Chase
JPM
$937B
$55.7M 1.73%
550,105
-4,481
-0.8% -$462K
BA icon
8
Boeing
BA
$166B
$55.3M 1.71%
144,969
-2,563
-2% -$987K
JNJ icon
9
Johnson & Johnson
JNJ
$644B
$52.7M 1.63%
376,774
-1,669
-0.4% -$224K
INTC icon
10
Intel
INTC
$513B
$48.7M 1.51%
907,696
-13,905
-2% -$705K
EEM icon
11
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$47.5M 1.47%
1,107,736
-22,278
-2% -$938K
AMZN icon
12
Amazon
AMZN
$2.68T
$43.6M 1.35%
489,640
+18,200
+4% +$1.51M
CSCO icon
13
Cisco
CSCO
$434B
$42.5M 1.32%
787,048
-5,735
-0.7% -$279K
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$42M 1.3%
812,991
+66,661
+9% +$3.38M
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$26B
$40.6M 1.26%
482,576
+35,116
+8% +$2.94M
CVX icon
16
Chevron
CVX
$427B
$39.2M 1.22%
318,365
+4,195
+1% +$496K
V icon
17
Visa
V
$701B
$36.4M 1.13%
233,344
+3,074
+1% +$443K
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$34.8M 1.08%
123,065
+27,940
+29% +$7.59M
BKNG icon
19
Booking.com
BKNG
$129B
$34.5M 1.07%
494,175
-9,900
-2% -$707K
HON icon
20
Honeywell
HON
$64.5B
$34.1M 1.06%
227,927
+125
+0.1% +$17.5K
PEP icon
21
PepsiCo
PEP
$185B
$33.5M 1.04%
273,013
+6,421
+2% +$732K
IAU icon
22
iShares Gold Trust
IAU
$63.7B
$33.3M 1.03%
1,345,844
+12,478
+0.9% +$312K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.18T
$32.8M 1.02%
558,440
-4,540
-0.8% -$255K
TMO icon
24
Thermo Fisher Scientific
TMO
$237B
$32.6M 1.01%
119,042
+193
+0.2% +$48K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.22T
$29.6M 0.92%
503,640
+8,380
+2% +$473K
1
2 3 4 5

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IA
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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 Blackrock, an estimated $6.19M.

By sector, the portfolio is most concentrated in Miscellaneous at 20% of assets, up from 20% a quarter earlier, followed by Technology and Healthcare.

  • 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 Blackrock, cutting an estimated $6.19M.
  • 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.