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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
FINL
351
DELISTED
Finish Line
FINL
$873K 0.03%
+46,425
New +$1.01M
VLO icon
352
Valero Energy
VLO
$90.7B
$866K 0.03%
12,680
+7,987
+170% +$492K
VRE
353
DELISTED
Veris Residential
VRE
$865K 0.03%
+29,803
New +$798K
YUM icon
354
Yum! Brands
YUM
$39.7B
$861K 0.03%
13,600
-3,959
-23% -$249K
MSI icon
355
Motorola Solutions
MSI
$76.5B
$860K 0.03%
10,368
-3,266
-24% -$256K
NDAQ icon
356
Nasdaq
NDAQ
$53.4B
$860K 0.03%
+38,433
New +$848K
HA
357
DELISTED
Hawaiian Holdings, Inc.
HA
$852K 0.03%
+14,953
New +$763K
AEO icon
358
American Eagle Outfitters
AEO
$3.07B
$850K 0.03%
55,995
+54,825
+4,686% +$938K
BOKF icon
359
BOK Financial
BOKF
$8.7B
$849K 0.03%
10,220
+299
+3% +$23K
ULTI
360
DELISTED
Ultimate Software Group Inc
ULTI
$845K 0.03%
4,637
-68
-1% -$13.6K
EHC icon
361
Encompass Health
EHC
$12.4B
$841K 0.03%
25,640
+888
+4% +$28.8K
WDC icon
362
Western Digital
WDC
$151B
$841K 0.03%
16,389
+16,298
+17,910% +$751K
XLP icon
363
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$840K 0.03%
16,246
-531
-3% -$27.5K
BIG
364
DELISTED
Big Lots, Inc.
BIG
$837K 0.03%
+16,673
New +$818K
HP icon
365
Helmerich & Payne
HP
$4.18B
$832K 0.03%
10,746
+1,027
+11% +$72.9K
ISLE
366
DELISTED
Isle of Capri Casinos Inc
ISLE
$829K 0.03%
+33,591
New +$757K
PH icon
367
Parker-Hannifin
PH
$134B
$827K 0.03%
5,900
-300
-5% -$39.9K
LTC
368
LTC Properties
LTC
$2.12B
$822K 0.03%
+17,489
New +$827K
CALM icon
369
Cal-Maine
CALM
$3.85B
$813K 0.03%
+18,394
New +$732K
PARA
370
DELISTED
Paramount Global Class B
PARA
$811K 0.03%
12,737
+1,778
+16% +$105K
ATR icon
371
AptarGroup
ATR
$8.5B
$810K 0.03%
11,031
-1,271
-10% -$94.6K
QQQ icon
372
Invesco QQQ Trust
QQQ
$479B
$806K 0.03%
6,806
+269
+4% +$31.7K
MDC
373
DELISTED
M.D.C. Holdings, Inc.
MDC
$806K 0.03%
39,588
+35,977
+996% +$671K
RMBS icon
374
Rambus
RMBS
$10.4B
$803K 0.03%
+58,337
New +$755K
ROST icon
375
Ross Stores
ROST
$81.7B
$797K 0.03%
+12,144
New +$795K
13 14
15
16 17

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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.