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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
HPE icon
376
Hewlett Packard
HPE
$71.3B
$793K 0.03%
58,981
+58,874
+55,022% +$786K
CXP
377
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$790K 0.03%
36,546
+36,415
+27,798% +$777K
KWR icon
378
Quaker Houghton
KWR
$3B
$783K 0.03%
6,123
+110
+2% +$12.9K
RWO icon
379
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$778K 0.03%
16,608
+15,302
+1,172% +$711K
XLE icon
380
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$772K 0.03%
20,478
-7,430
-27% -$269K
J icon
381
Jacobs Solutions
J
$17.2B
$769K 0.03%
16,316
+3,310
+25% +$152K
IBKC
382
DELISTED
IBERIABANK Corp
IBKC
$764K 0.03%
9,133
-89
-1% -$6.81K
XLY icon
383
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$758K 0.03%
18,636
– –
MUB icon
384
iShares National Muni Bond ETF
MUB
$45.8B
$755K 0.03%
6,978
+1,853
+36% +$203K
IVZ icon
385
Invesco
IVZ
$14.2B
$747K 0.03%
24,616
-2,573
-9% -$79.1K
CPE
386
DELISTED
Callon Petroleum Company
CPE
$747K 0.03%
4,856
+1,230
+34% +$188K
ASPS icon
387
Altisource Portfolio Solutions
ASPS
$65.1M
$745K 0.03%
+3,504
New +$781K
PNC icon
388
PNC Financial Services
PNC
$101B
$740K 0.03%
6,328
-75
-1% -$7.8K
DAL icon
389
Delta Air Lines
DAL
$59.1B
$736K 0.03%
14,973
+12,373
+476% +$564K
POR icon
390
Portland General Electric
POR
$5.68B
$732K 0.03%
16,875
+836
+5% +$35.3K
RTN
391
DELISTED
Raytheon Company
RTN
$728K 0.03%
5,128
-179
-3% -$25.4K
ZTS icon
392
Zoetis
ZTS
$31.2B
$724K 0.03%
13,522
+3,987
+42% +$203K
WHR icon
393
Whirlpool
WHR
$2.84B
$722K 0.03%
3,974
+167
+4% +$27.7K
ADI icon
394
Analog Devices
ADI
$191B
$719K 0.03%
9,904
-134
-1% -$9.11K
GM icon
395
General Motors
GM
$78.2B
$719K 0.03%
20,635
+13,207
+178% +$444K
SYT
396
DELISTED
Syngenta Ag
SYT
$719K 0.03%
9,091
-83
-0.9% -$6.69K
SUI icon
397
Sun Communities
SUI
$14.5B
$715K 0.03%
9,331
+230
+3% +$17.2K
GBCI icon
398
Glacier Bancorp
GBCI
$6.36B
$708K 0.03%
19,559
-1,183
-6% -$38K
UAA icon
399
Under Armour
UAA
$2.34B
$700K 0.03%
24,089
-860
-3% -$28.2K
MRSH
400
Marsh
MRSH
$91B
$695K 0.03%
10,279
– –
14 15
16
17 18

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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.