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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
GLD icon
26
SPDR Gold Trust
GLD
$142B
$21.8M 0.81%
199,130
+192,330
+2,828% +$22.3M
VZ icon
27
Verizon
VZ
$196B
$21.6M 0.8%
404,705
+93,874
+30% +$4.69M
PFE icon
28
Pfizer
PFE
$153B
$21.2M 0.78%
686,370
+76,178
+12% +$2.33M
V icon
29
Visa
V
$677B
$21.1M 0.78%
270,345
+67,239
+33% +$5.41M
IAU icon
30
iShares Gold Trust
IAU
$64.4B
$20.8M 0.77%
938,127
+938,114
+7,216,262% +$22M
MET icon
31
MetLife
MET
$62.1B
$20.5M 0.76%
426,252
+11,036
+3% +$506K
IBM icon
32
IBM
IBM
$224B
$20M 0.74%
126,175
+19,474
+18% +$2.97M
GILD icon
33
Gilead Sciences
GILD
$165B
$20M 0.74%
278,810
+35,991
+15% +$2.68M
SLB icon
34
SLB Ltd
SLB
$75B
$19.8M 0.73%
236,050
+16,418
+7% +$1.35M
CVS icon
35
CVS Health
CVS
$122B
$19.7M 0.73%
249,138
+26,606
+12% +$2.15M
TMO icon
36
Thermo Fisher Scientific
TMO
$220B
$19.6M 0.73%
139,040
+3,969
+3% +$585K
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$19.4M 0.72%
456,122
+455,595
+86,451% +$20M
GSG icon
38
iShares S&P GSCI Commodity-Indexed Trust
GSG
$900M
$19.3M 0.71%
+1,232,350
New +$18.4M
ORCL icon
39
Oracle
ORCL
$423B
$19.2M 0.71%
500,407
+54,327
+12% +$2.12M
COF icon
40
Capital One
COF
$134B
$18.8M 0.7%
216,025
-689
-0.3% -$55.5K
MDT icon
41
Medtronic
MDT
$112B
$18M 0.67%
252,745
+32,389
+15% +$2.54M
KEY icon
42
KeyCorp
KEY
$24.4B
$18M 0.67%
985,365
+56,737
+6% +$895K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.33T
$17.6M 0.65%
444,560
-1,220
-0.3% -$48.8K
PSX icon
44
Phillips 66
PSX
$81.4B
$17.4M 0.64%
201,417
+6,634
+3% +$552K
TJX icon
45
TJX Companies
TJX
$178B
$16.8M 0.62%
445,888
+62,940
+16% +$2.38M
UNH icon
46
UnitedHealth
UNH
$370B
$16.2M 0.6%
101,197
+7,574
+8% +$1.13M
CELG
47
DELISTED
Celgene Corp
CELG
$15.8M 0.58%
136,317
+48,519
+55% +$5.4M
COST icon
48
Costco
COST
$420B
$15.5M 0.57%
96,508
+1,608
+2% +$245K
BLK icon
49
Blackrock
BLK
$176B
$15.4M 0.57%
40,491
+1,028
+3% +$377K
CB icon
50
Chubb
CB
$135B
$15.3M 0.57%
115,705
+1,243
+1% +$158K
1
2
3 4 5

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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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.