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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
FNF icon
526
Fidelity National Financial
FNF
$12.9B
$304K 0.01%
12,912
-1,967
-13% -$47.2K
SJM icon
527
J.M. Smucker
SJM
$12.6B
$304K 0.01%
2,378
+1,906
+404% +$247K
GHL
528
DELISTED
Greenhill & Co., Inc.
GHL
$302K 0.01%
10,892
+280
+3% +$7.22K
BSV icon
529
Vanguard Short-Term Bond ETF
BSV
$45.6B
$299K 0.01%
3,760
-15,448
-80% -$1.24M
MATV icon
530
Mativ Holdings
MATV
$716M
$297K 0.01%
6,527
– –
PINC
531
DELISTED
Premier
PINC
$296K 0.01%
9,748
+152
+2% +$4.68K
LAD icon
532
Lithia Motors
LAD
$8.39B
$293K 0.01%
+3,025
New +$277K
PPL
533
PPL Corp
PPL
$26.6B
$291K 0.01%
8,544
+4,089
+92% +$137K
PAY
534
DELISTED
Verifone Systems Inc
PAY
$288K 0.01%
16,247
-766
-5% -$12.7K
SCHF icon
535
Schwab International Equity ETF
SCHF
$68.5B
$286K 0.01%
20,608
+2,770
+16% +$38.8K
TMH
536
DELISTED
Team Health Holdings Inc
TMH
$286K 0.01%
6,585
-1,038
-14% -$42.9K
SLF icon
537
Sun Life Financial
SLF
$44.8B
$284K 0.01%
7,395
-660
-8% -$23.9K
VGT icon
538
Vanguard Information Technology ETF
VGT
$147B
$284K 0.01%
18,656
-1,224
-6% -$18.4K
RLJ icon
539
RLJ Lodging Trust
RLJ
$1.67B
$283K 0.01%
+11,569
New +$255K
ERIC icon
540
Ericsson
ERIC
$32.9B
$276K 0.01%
47,297
-209,241
-82% -$1.16M
LUMN icon
541
Lumen
LUMN
$6.57B
$274K 0.01%
11,512
+10,968
+2,016% +$278K
PKY
542
DELISTED
Parkway, Inc.
PKY
$273K 0.01%
+12,274
New +$232K
CAH icon
543
Cardinal Health
CAH
$56.2B
$272K 0.01%
3,780
-150
-4% -$10.8K
DRH icon
544
Diamondrock Hospitality Co
DRH
$2.47B
$270K 0.01%
+23,382
New +$236K
SHPG
545
DELISTED
Shire pic
SHPG
$270K 0.01%
1,586
-473
-23% -$83.8K
CIM
546
Chimera Investment
CIM
$1,000M
$268K 0.01%
+5,251
New +$257K
ACWX icon
547
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$267K 0.01%
6,628
+2,478
+60% +$100K
BCOV
548
DELISTED
Brightcove, Inc.
BCOV
$267K 0.01%
+33,217
New +$324K
APAM icon
549
Artisan Partners
APAM
$3.07B
$264K 0.01%
8,871
+1,469
+20% +$41.9K
WDR
550
DELISTED
Waddell & Reed Financial, Inc.
WDR
$263K 0.01%
13,497
-873
-6% -$16.2K
20 21
22
23 24

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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.