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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
GBDC icon
276
Golub Capital BDC
GBDC
$3.41B
$1.36M 0.05%
+75,791
New +$1.36M
AROW icon
277
Arrow Financial
AROW
$644M
$1.36M 0.05%
41,271
-2,276
-5% -$66.7K
BBL
278
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.36M 0.05%
+43,162
New +$1.37M
AMP icon
279
Ameriprise Financial
AMP
$49.2B
$1.36M 0.05%
12,228
+9,733
+390% +$1.03M
DST
280
DELISTED
DST Systems Inc.
DST
$1.35M 0.05%
+25,144
New +$1.33M
IUSG icon
281
iShares Core S&P US Growth ETF
IUSG
$33.8B
$1.34M 0.05%
+31,130
New +$1.32M
DY icon
282
Dycom Industries
DY
$12B
$1.33M 0.05%
+16,539
New +$1.34M
WAB icon
283
Wabtec
WAB
$49.7B
$1.32M 0.05%
15,927
-74
-0.5% -$6.1K
TEL icon
284
TE Connectivity
TEL
$62B
$1.32M 0.05%
19,064
-281
-1% -$18.6K
LSI
285
DELISTED
Life Storage, Inc.
LSI
$1.31M 0.05%
+23,048
New +$1.28M
PLCE icon
286
Children's Place
PLCE
$58.3M
$1.31M 0.05%
+12,941
New +$1.17M
ZBRA icon
287
Zebra Technologies
ZBRA
$17.9B
$1.3M 0.05%
15,139
+479
+3% +$35.5K
EPR icon
288
EPR Properties
EPR
$4.63B
$1.3M 0.05%
+18,071
New +$1.29M
WMB icon
289
Williams Companies
WMB
$87.9B
$1.29M 0.05%
41,515
-2,359
-5% -$71.1K
TCO
290
DELISTED
Taubman Centers Inc.
TCO
$1.29M 0.05%
+17,433
New +$1.27M
CGNX icon
291
Cognex
CGNX
$10.8B
$1.27M 0.05%
39,958
-2,116
-5% -$60.6K
EPD icon
292
Enterprise Products Partners
EPD
$82.2B
$1.25M 0.05%
46,377
+4,615
+11% +$120K
ALGN icon
293
Align Technology
ALGN
$12.5B
$1.24M 0.05%
12,938
-539
-4% -$50.1K
VIG icon
294
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.24M 0.05%
14,528
+1,554
+12% +$131K
WST icon
295
West Pharmaceutical
WST
$24.8B
$1.24M 0.05%
14,588
+270
+2% +$21.2K
NDSN icon
296
Nordson
NDSN
$17.2B
$1.22M 0.05%
10,896
+106
+1% +$11.1K
JNPR
297
DELISTED
Juniper Networks
JNPR
$1.21M 0.04%
+42,841
New +$1.12M
ADC icon
298
Agree Realty
ADC
$9.22B
$1.21M 0.04%
+26,242
New +$1.2M
DFS
299
DELISTED
Discover Financial Services
DFS
$1.2M 0.04%
16,622
-1,082
-6% -$68.8K
RF icon
300
Regions Financial
RF
$26.8B
$1.19M 0.04%
83,049
+26,577
+47% +$328K
10 11
12
13 14

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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.