We are live on ! Find out more
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
IYR icon
476
iShares US Real Estate ETF
IYR
$4.48B
$437K 0.02%
5,682
-1,898
-25% -$144K
AMT icon
477
American Tower
AMT
$79B
$429K 0.02%
4,051
+195
+5% +$21.2K
HUBB icon
478
Hubbell
HUBB
$27.5B
$429K 0.02%
3,674
– –
GXP
479
DELISTED
Great Plains Energy Incorporated
GXP
$429K 0.02%
15,700
+14,699
+1,468% +$402K
TROW icon
480
T. Rowe Price
TROW
$24.3B
$427K 0.02%
5,682
-1,635
-22% -$116K
BIIB icon
481
Biogen
BIIB
$30.1B
$423K 0.02%
1,490
-40
-3% -$11.9K
IJH icon
482
iShares Core S&P Mid-Cap ETF
IJH
$127B
$420K 0.02%
12,715
+75
+0.6% +$2.38K
IWP icon
483
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$420K 0.02%
8,616
+96
+1% +$4.63K
DHC
484
Diversified Healthcare Trust
DHC
$1.98B
$418K 0.02%
+22,056
New +$427K
YUMC icon
485
Yum China
YUMC
$16.3B
$418K 0.02%
+16,045
New +$437K
INVX
486
Innovex International
INVX
$2.11B
$411K 0.02%
6,852
-38
-0.6% -$2.12K
SPSB icon
487
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$410K 0.02%
13,446
+10,391
+340% +$318K
PDCE
488
DELISTED
PDC Energy, Inc.
PDCE
$409K 0.02%
5,637
+22
+0.4% +$1.51K
ALB icon
489
Albemarle
ALB
$15.3B
$406K 0.02%
4,712
-204
-4% -$17.3K
TER icon
490
Teradyne
TER
$59.3B
$406K 0.02%
16,000
– –
TPR icon
491
Tapestry
TPR
$32.4B
$404K 0.01%
11,521
+3,571
+45% +$130K
ASH icon
492
Ashland
ASH
$3.42B
$398K 0.01%
7,448
-3,066
-29% -$168K
STWD icon
493
Starwood Property Trust
STWD
$6.17B
$392K 0.01%
17,870
-1,407
-7% -$31K
TSLA icon
494
Tesla
TSLA
$1.31T
$390K 0.01%
27,420
+3,945
+17% +$51.8K
WPP icon
495
WPP
WPP
$5.83B
$387K 0.01%
3,490
-13,943
-80% -$1.51M
UMPQ
496
DELISTED
Umpqua Holdings Corp
UMPQ
$371K 0.01%
19,777
-11,258
-36% -$192K
EFX icon
497
Equifax
EFX
$21.4B
$367K 0.01%
3,100
– –
SPN
498
DELISTED
Superior Energy Services, Inc.
SPN
$366K 0.01%
2,171
-67
-3% -$11.2K
TEVA icon
499
Teva Pharmaceuticals
TEVA
$42.5B
$365K 0.01%
10,089
-10,219
-50% -$408K
AGG icon
500
iShares Core US Aggregate Bond ETF
AGG
$137B
$361K 0.01%
3,342
+200
+6% +$21.9K
18 19
20
21 22

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.