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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
THS
426
DELISTED
Treehouse Foods
THS
$587K 0.02%
8,140
+1,148
+16% +$87.7K
IWS icon
427
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$584K 0.02%
7,260
+162
+2% +$12.6K
VAR
428
DELISTED
Varian Medical Systems, Inc.
VAR
$580K 0.02%
7,361
-201
-3% -$16.3K
CATM
429
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$579K 0.02%
10,621
-3,868
-27% -$197K
XLI icon
430
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$572K 0.02%
9,195
+1,000
+12% +$60.2K
RPAI
431
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$568K 0.02%
37,070
+36,218
+4,251% +$558K
DEA
432
Easterly Government Properties
DEA
$1.14B
$563K 0.02%
+11,246
New +$537K
EDGW
433
DELISTED
Edgewater Technology Inc
EDGW
$561K 0.02%
74,830
– –
XLU icon
434
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$560K 0.02%
23,064
-1,100
-5% -$26.3K
HBAN icon
435
Huntington Bancshares
HBAN
$35.9B
$551K 0.02%
+41,716
New +$486K
WY icon
436
Weyerhaeuser
WY
$18B
$546K 0.02%
18,169
+3,160
+21% +$97.4K
CAA
437
DELISTED
CalAtlantic Group, Inc.
CAA
$546K 0.02%
16,069
-71
-0.4% -$2.35K
IXJ icon
438
iShares Global Healthcare ETF
IXJ
$4.24B
$544K 0.02%
11,468
– –
UDR icon
439
UDR
UDR
$12.1B
$539K 0.02%
+14,772
New +$506K
EBAY icon
440
eBay
EBAY
$47.3B
$530K 0.02%
17,828
+16,428
+1,173% +$485K
LECO icon
441
Lincoln Electric
LECO
$15.5B
$530K 0.02%
6,912
+2,185
+46% +$157K
AYR
442
DELISTED
Aircastle Ltd
AYR
$528K 0.02%
+25,345
New +$535K
CERN
443
DELISTED
Cerner Corp
CERN
$523K 0.02%
11,026
-3,725
-25% -$198K
QEP
444
DELISTED
QEP RESOURCES, INC.
QEP
$523K 0.02%
28,404
-99
-0.3% -$1.8K
AGO icon
445
Assured Guaranty
AGO
$3.34B
$515K 0.02%
+13,628
New +$458K
AMLP icon
446
Alerian MLP ETF
AMLP
$13.4B
$510K 0.02%
8,091
-560
-6% -$34.6K
BKU icon
447
Bankunited
BKU
$3.35B
$504K 0.02%
13,363
+622
+5% +$20.7K
CTLT
448
DELISTED
CATALENT, INC.
CTLT
$503K 0.02%
18,674
-32
-0.2% -$793
IYH icon
449
iShares US Healthcare ETF
IYH
$3.77B
$498K 0.02%
17,270
– –
CPRI icon
450
Capri Holdings
CPRI
$1.76B
$496K 0.02%
+11,541
New +$548K
16 17
18
19 20

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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.