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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
+3.33%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.7B
AUM Growth
+$802M
Cap. Flow
+$734M
Cap. Flow %
27.14%
Top 10 Hldgs %
22.2%
Holding
1,064
New
183
Increased
338
Reduced
208
Closed
34

Top Buys

Rank Stock Value
1
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$66.4M
2
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$56.1M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$55.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$31.7M
5
GLD icon
SPDR Gold Trust
GLD
+$22.3M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$13.5M
2
ITC
ITC HOLDINGS CORP
ITC
+$7.87M
3
WFC icon
Wells Fargo
WFC
+$7.27M
4
VOD icon
Vodafone
VOD
+$2.55M
5
TGT icon
Target
TGT
+$1.66M

Sector Composition

Rank Sector Weight
1 Healthcare 12.92%
2 Technology 12.34%
3 Financials 11.71%
4 Industrials 9.49%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STJ
226
DELISTED
St Jude Medical
STJ
$1.78M 0.07%
22,207
+21,527
+3,166% +$1.71M
DE icon
227
Deere & Co
DE
$164B
$1.78M 0.07%
17,232
+452
+3% +$42.5K
SIVB
228
DELISTED
SVB Financial Group
SIVB
$1.76M 0.07%
10,245
+5
+0% +$717
GTY
229
Getty Realty Corp
GTY
$2.01B
$1.76M 0.07%
+68,905
New +$1.62M
AVGO icon
230
Broadcom
AVGO
$2.01T
$1.75M 0.06%
98,920
+84,570
+589% +$1.47M
ITW icon
231
Illinois Tool Works
ITW
$83.9B
$1.73M 0.06%
14,120
+1,587
+13% +$192K
HST icon
232
Host Hotels & Resorts
HST
$15.5B
$1.71M 0.06%
+90,712
New +$1.53M
PLD icon
233
Prologis
PLD
$132B
$1.7M 0.06%
32,275
+31,385
+3,526% +$1.6M
VWO icon
234
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$1.7M 0.06%
47,529
+24,179
+104% +$886K
BAC.PRL icon
235
Bank of America Series L
BAC.PRL
$4B
$1.7M 0.06%
1,455
– –
BAX icon
236
Baxter International
BAX
$14.4B
$1.69M 0.06%
38,168
+2,144
+6% +$99.1K
URBN icon
237
Urban Outfitters
URBN
$6.81B
$1.69M 0.06%
59,362
+35,903
+153% +$1.21M
BH icon
238
Biglari Holdings Class B
BH
$1.21B
$1.68M 0.06%
5,330
– –
TTC icon
239
Toro Company
TTC
$9.4B
$1.68M 0.06%
29,949
-948
-3% -$48.4K
CBRL icon
240
Cracker Barrel
CBRL
$1.25B
$1.67M 0.06%
+10,019
New +$1.51M
SE
241
DELISTED
Spectra Energy Corp Wi
SE
$1.65M 0.06%
40,191
+119
+0.3% +$4.93K
FTS icon
242
Fortis
FTS
$28.3B
$1.65M 0.06%
+53,390
New +$1.66M
NHI icon
243
National Health Investors
NHI
$3.59B
$1.65M 0.06%
22,216
+15,335
+223% +$1.13M
PBCT
244
DELISTED
People's United Financial Inc
PBCT
$1.63M 0.06%
84,392
-1,713
-2% -$30.3K
IT icon
245
Gartner
IT
$12.2B
$1.63M 0.06%
16,090
-326
-2% -$31.5K
ARW icon
246
Arrow Electronics
ARW
$10.3B
$1.61M 0.06%
22,579
+22,479
+22,479% +$1.49M
HELE icon
247
Helen of Troy
HELE
$680M
$1.61M 0.06%
+19,042
New +$1.59M
XRAY icon
248
Dentsply Sirona
XRAY
$2.34B
$1.6M 0.06%
27,654
+681
+3% +$40.2K
TYL icon
249
Tyler Technologies
TYL
$13B
$1.59M 0.06%
11,161
+17
+0.2% +$2.64K
VFC icon
250
VF Corp
VFC
$5.86B
$1.59M 0.06%
31,684
+20,486
+183% +$1.06M
8 9
10
11 12

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People's United Financial's Q4 2016 Portfolio in Review

As of Q4 2016, People's United Financial held 1,064 positions worth $2.7B, up 42% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial deployed $734M of net new capital in Q4 2016, opening 183 new positions and adding to 338 existing holdings. Its largest new stake was State Street SPDR Bloomberg Short Term International Treasury Bond ETF: 1,849,247 shares worth $54.1M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Lam Research, an estimated $13.5M trimmed.

  • People's United Financial's largest Q4 2016 buy was State Street SPDR Bloomberg Short Term International Treasury Bond ETF: 1,849,247 shares worth $54.1M.
  • People's United Financial added most to State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2016, an estimated $66.4M increase.
  • People's United Financial's biggest Q4 2016 reduction was Lam Research, cutting an estimated $13.5M.
  • People's United Financial fully exited ITC HOLDINGS CORP in Q4 2016, selling an estimated $7.87M.
  • People's United Financial's ten largest holdings make up 22% of its $2.7B portfolio in Q4 2016.
  • People's United Financial opened 183 new positions and closed 34 in Q4 2016.
  • People's United Financial's portfolio value rose 42% quarter-over-quarter to $2.7B.

Based on People's United Financial's 13F filing for Q4 2016, filed 13 Feb 2017.