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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
JBLU icon
501
JetBlue
JBLU
$2.19B
$355K 0.01%
15,832
+14,782
+1,408% +$292K
XLRE icon
502
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.5B
$355K 0.01%
11,522
-4,978
-30% -$152K
ICE icon
503
Intercontinental Exchange
ICE
$84.5B
$354K 0.01%
6,275
+2,330
+59% +$129K
EQC
504
DELISTED
Equity Commonwealth
EQC
$351K 0.01%
+11,598
New +$343K
PEG icon
505
Public Service Enterprise Group
PEG
$37.5B
$350K 0.01%
7,984
-399
-5% -$16.6K
AB icon
506
AllianceBernstein
AB
$3.48B
$349K 0.01%
14,855
– –
CVCO icon
507
Cavco Industries
CVCO
$4.58B
$349K 0.01%
3,498
+556
+19% +$53.5K
SDY icon
508
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$346K 0.01%
4,045
+588
+17% +$49.4K
WU icon
509
Western Union
WU
$2.19B
$345K 0.01%
15,905
+10,405
+189% +$216K
RDC
510
DELISTED
Rowan Companies Plc
RDC
$344K 0.01%
+18,188
New +$297K
SHO icon
511
Sunstone Hotel Investors
SHO
$1.99B
$337K 0.01%
+22,081
New +$308K
TRUE
512
DELISTED
TrueCar
TRUE
$337K 0.01%
+26,970
New +$304K
PRLB icon
513
Protolabs
PRLB
$2.17B
$330K 0.01%
6,410
-4,367
-41% -$229K
PGEM
514
DELISTED
Ply Gem Holdings, Inc.
PGEM
$330K 0.01%
+20,286
New +$302K
LHO
515
DELISTED
LaSalle Hotel Properties
LHO
$329K 0.01%
+10,800
New +$290K
IEF icon
516
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$327K 0.01%
3,115
+2,365
+315% +$254K
FIS icon
517
Fidelity National Information Services
FIS
$22.1B
$325K 0.01%
4,300
– –
DISCK
518
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$321K 0.01%
11,965
+11,900
+18,308% +$314K
VAL
519
DELISTED
Valspar
VAL
$321K 0.01%
3,100
– –
MKC icon
520
McCormick & Company Non-Voting
MKC
$14.2B
$320K 0.01%
6,856
– –
NUE icon
521
Nucor
NUE
$62.4B
$313K 0.01%
5,260
+3,900
+287% +$218K
VWR
522
DELISTED
VWR Corporation
VWR
$310K 0.01%
12,359
+1,892
+18% +$50.3K
RGNX icon
523
Regenxbio
RGNX
$706M
$308K 0.01%
16,590
-350
-2% -$6.69K
MIK
524
DELISTED
Michaels Stores, Inc
MIK
$308K 0.01%
15,037
+2,022
+16% +$47K
TGNA
525
DELISTED
TEGNA Inc
TGNA
$305K 0.01%
22,319
-3,587
-14% -$48.8K
19 20
21
22 23

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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.