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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
HR icon
451
Healthcare Realty
HR
$6.6B
$496K 0.02%
+17,027
New +$501K
EXPR
452
DELISTED
Express, Inc.
EXPR
$495K 0.02%
+2,300
New +$565K
UA icon
453
Under Armour Class C
UA
$2.26B
$494K 0.02%
19,600
-2,833
-13% -$78.4K
ALKS icon
454
Alkermes
ALKS
$8.33B
$493K 0.02%
8,866
+253
+3% +$13.5K
SSNC icon
455
SS&C Technologies
SSNC
$18.8B
$489K 0.02%
17,098
-198
-1% -$6.14K
SRCL
456
DELISTED
Stericycle Inc
SRCL
$489K 0.02%
6,348
-3,684
-37% -$278K
MED icon
457
Medifast
MED
$132M
$484K 0.02%
+11,633
New +$468K
FCX icon
458
Freeport-McMoran
FCX
$95.8B
$483K 0.02%
36,587
+2,933
+9% +$37.5K
XLB icon
459
State Street Materials Select Sector SPDR ETF
XLB
$8.7B
$483K 0.02%
19,428
-2,432
-11% -$59K
NGG icon
460
National Grid
NGG
$80.7B
$477K 0.02%
8,488
-25,479
-75% -$1.51M
DBO icon
461
Invesco DB Oil Fund
DBO
$391M
$464K 0.02%
+47,979
New +$434K
WASH icon
462
Washington Trust Bancorp
WASH
$741M
$460K 0.02%
8,200
– –
EAT icon
463
Brinker International
EAT
$9.82B
$459K 0.02%
9,280
+7,310
+371% +$376K
TUP
464
DELISTED
Tupperware Brands Corporation
TUP
$456K 0.02%
8,676
-332
-4% -$19.5K
OGE icon
465
OGE Energy
OGE
$9.59B
$455K 0.02%
13,594
+11,125
+451% +$351K
DNKN
466
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$453K 0.02%
8,624
+170
+2% +$8.75K
CEB
467
DELISTED
CEB Inc.
CEB
$453K 0.02%
7,472
-620
-8% -$34.2K
GVI icon
468
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$452K 0.02%
4,118
-38
-0.9% -$4.21K
MRO
469
DELISTED
Marathon Oil Corporation
MRO
$446K 0.02%
25,811
+5,393
+26% +$86.6K
PAG icon
470
Penske Automotive Group
PAG
$14.3B
$443K 0.02%
8,545
-5,894
-41% -$287K
BJRI icon
471
BJ's Restaurants
BJRI
$1.47B
$442K 0.02%
11,241
+1,355
+14% +$50.5K
CGW icon
472
Invesco S&P Global Water Index ETF
CGW
$1.07B
$441K 0.02%
15,503
-83
-0.5% -$2.42K
BSX icon
473
Boston Scientific
BSX
$74.3B
$439K 0.02%
20,266
+19,036
+1,548% +$415K
TFCFA
474
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$439K 0.02%
+15,650
New +$421K
EMN icon
475
Eastman Chemical
EMN
$8.55B
$438K 0.02%
5,817
+1,517
+35% +$110K
17 18
19
20 21

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SCC
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BAM
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ACI
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ACM
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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.