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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
MEET
301
DELISTED
The Meet Group, Inc. Common Stock
MEET
$1.18M 0.04%
+240,000
New +$1.24M
ISHG icon
302
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$1.17M 0.04%
+15,375
New +$1.22M
WAGE
303
DELISTED
WageWorks, Inc.
WAGE
$1.17M 0.04%
16,176
+947
+6% +$63.6K
CCEP icon
304
Coca-Cola Europacific Partners
CCEP
$46.9B
$1.17M 0.04%
37,325
+35,450
+1,891% +$1.25M
ARRS
305
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$1.17M 0.04%
+38,824
New +$1.13M
JCI icon
306
Johnson Controls International
JCI
$91.3B
$1.16M 0.04%
28,227
-3,912
-12% -$171K
SBNY
307
DELISTED
Signature Bank
SBNY
$1.16M 0.04%
7,718
-120
-2% -$16.4K
MANH icon
308
Manhattan Associates
MANH
$11.4B
$1.16M 0.04%
+21,795
New +$1.16M
PEI
309
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$1.15M 0.04%
+4,057
New +$1.21M
EXPO icon
310
Exponent
EXPO
$3.28B
$1.15M 0.04%
38,170
-1,160
-3% -$33.6K
MPC icon
311
Marathon Petroleum
MPC
$90B
$1.14M 0.04%
22,555
+4,313
+24% +$196K
EXC icon
312
Exelon
EXC
$45.8B
$1.13M 0.04%
44,630
-1,057
-2% -$25.1K
ATVI
313
DELISTED
Activision Blizzard
ATVI
$1.12M 0.04%
31,115
+30,115
+3,012% +$1.2M
CSGP icon
314
CoStar Group
CSGP
$12.8B
$1.11M 0.04%
58,970
-980
-2% -$19.2K
BLKB icon
315
Blackbaud
BLKB
$2.09B
$1.1M 0.04%
17,264
-220
-1% -$14.1K
DF
316
DELISTED
Dean Foods Company
DF
$1.1M 0.04%
+50,482
New +$960K
KIM icon
317
Kimco Realty
KIM
$16.2B
$1.1M 0.04%
43,654
+28,304
+184% +$746K
RBC icon
318
RBC Bearings
RBC
$17.6B
$1.09M 0.04%
11,768
-231
-2% -$18.6K
DFT
319
DELISTED
DuPont Fabros Technology Inc.
DFT
$1.09M 0.04%
+24,861
New +$1.02M
IDXX icon
320
Idexx Laboratories
IDXX
$46.9B
$1.08M 0.04%
9,256
-19
-0.2% -$2.17K
RBA icon
321
RB Global
RBA
$17.4B
$1.08M 0.04%
31,835
-492
-2% -$17.9K
VOD icon
322
Vodafone
VOD
$36.4B
$1.07M 0.04%
43,997
-96,714
-69% -$2.55M
ZEUS
323
DELISTED
Olympic Steel
ZEUS
$1.07M 0.04%
+44,209
New +$1.04M
NSP icon
324
Insperity
NSP
$1.96B
$1.06M 0.04%
+29,758
New +$1.07M
GRPN icon
325
Groupon
GRPN
$933M
$1.05M 0.04%
15,843
+15,833
+158,330% +$1.33M
11 12
13
14 15

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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.