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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
LH icon
251
Labcorp
LH
$26.1B
$1.56M 0.06%
14,140
-104
-0.7% -$11.6K
PLUS icon
252
ePlus
PLUS
$2.35B
$1.55M 0.06%
+54,008
New +$1.4M
IWF icon
253
iShares Russell 1000 Growth ETF
IWF
$127B
$1.55M 0.06%
58,920
+10,144
+21% +$263K
FRC
254
DELISTED
First Republic Bank
FRC
$1.53M 0.06%
16,630
-79
-0.5% -$6.45K
DEO icon
255
Diageo
DEO
$54B
$1.52M 0.06%
14,650
-453
-3% -$47.7K
DOV icon
256
Dover
DOV
$28.3B
$1.52M 0.06%
25,114
-4,193
-14% -$242K
HSY icon
257
Hershey
HSY
$36.7B
$1.52M 0.06%
14,671
+540
+4% +$53.3K
MS icon
258
Morgan Stanley
MS
$338B
$1.51M 0.06%
35,710
+20,968
+142% +$793K
DRI icon
259
Darden Restaurants
DRI
$24.9B
$1.5M 0.06%
20,697
+16,590
+404% +$1.15M
AIV
260
Aimco
AIV
$377M
$1.5M 0.06%
+248,227
New +$1.42M
PWR icon
261
Quanta Services
PWR
$99.4B
$1.5M 0.06%
43,035
+42,985
+85,970% +$1.35M
GD icon
262
General Dynamics
GD
$107B
$1.49M 0.06%
8,651
+2,147
+33% +$351K
TIVO
263
DELISTED
Tivo Inc
TIVO
$1.48M 0.05%
+70,801
New +$1.44M
PDM
264
Piedmont Realty Trust
PDM
$1.16B
$1.47M 0.05%
70,523
+69,507
+6,841% +$1.4M
ADBE icon
265
Adobe
ADBE
$109B
$1.46M 0.05%
14,155
+11,348
+404% +$1.2M
QTS
266
DELISTED
QTS REALTY TRUST, INC.
QTS
$1.46M 0.05%
+29,331
New +$1.42M
ABEV icon
267
Ambev
ABEV
$45.4B
$1.43M 0.05%
290,163
+262,628
+954% +$1.42M
INN
268
Summit Hotel Properties
INN
$670M
$1.42M 0.05%
+88,537
New +$1.24M
ALK icon
269
Alaska Air
ALK
$5.27B
$1.41M 0.05%
+15,860
New +$1.25M
AMAT icon
270
Applied Materials
AMAT
$415B
$1.4M 0.05%
43,499
+40,399
+1,303% +$1.23M
RSG icon
271
Republic Services
RSG
$65.7B
$1.39M 0.05%
24,392
-4,173
-15% -$224K
VEU icon
272
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$1.39M 0.05%
31,379
+6,766
+27% +$300K
DORM icon
273
Dorman Products
DORM
$3.95B
$1.37M 0.05%
18,768
+37
+0.2% +$2.53K
NTRI
274
DELISTED
NutriSystem, Inc.
NTRI
$1.37M 0.05%
+39,443
New +$1.33M
CRUS icon
275
Cirrus Logic
CRUS
$6.11B
$1.37M 0.05%
+24,162
New +$1.34M
9 10
11
12 13

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.