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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
WAT icon
576
Waters Corp
WAT
$40.6B
$201K 0.01%
1,501
-98
-6% -$14K
K
577
DELISTED
Kellanova
K
$200K 0.01%
2,884
-4,011
-58% -$279K
VG
578
DELISTED
Vonage Holdings Corporation
VG
$194K 0.01%
+28,279
New +$187K
BKT icon
579
BlackRock Income Trust
BKT
$344M
$193K 0.01%
10,156
+13
+0.1% +$246
RVT icon
580
Royce Value Trust
RVT
$2.3B
$184K 0.01%
13,728
+171
+1% +$2.2K
FTAI icon
581
FTAI Aviation
FTAI
$22.6B
$177K 0.01%
+15,574
New +$172K
MDXG icon
582
MiMedx Group
MDXG
$630M
$177K 0.01%
20,000
– –
IJK icon
583
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$172K 0.01%
3,768
-1,600
-30% -$70.4K
TWTR
584
DELISTED
Twitter, Inc.
TWTR
$170K 0.01%
10,406
-239
-2% -$4.38K
NWSA icon
585
News Corp Class A
NWSA
$15.5B
$165K 0.01%
+14,384
New +$178K
KSS icon
586
Kohl's
KSS
$2.1B
$163K 0.01%
3,300
+1,300
+65% +$64.3K
CRCM
587
DELISTED
CARE.COM, INC.
CRCM
$160K 0.01%
+18,670
New +$164K
GGG icon
588
Graco
GGG
$13.6B
$158K 0.01%
5,697
– –
BAC.WS.A
589
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
$149K 0.01%
+15,000
New +$111K
SCHM icon
590
Schwab US Mid-Cap ETF
SCHM
$15.1B
$145K 0.01%
9,606
+1,950
+25% +$28.5K
DNP icon
591
DNP Select Income Fund
DNP
$4.1B
$143K 0.01%
13,976
– –
IWN icon
592
iShares Russell 2000 Value ETF
IWN
$14.6B
$143K 0.01%
1,200
+400
+50% +$44.2K
MITK icon
593
Mitek Systems
MITK
$836M
$141K 0.01%
+22,955
New +$150K
DNB
594
DELISTED
Dun & Bradstreet
DNB
$141K 0.01%
1,160
– –
ES icon
595
Eversource Energy
ES
$26.8B
$140K 0.01%
2,530
– –
IFLN
596
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$140K 0.01%
7,438
+5,905
+385% +$111K
IJT icon
597
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.39B
$137K 0.01%
1,830
-40
-2% -$2.82K
CXT icon
598
Crane NXT
CXT
$3.03B
$135K 0.01%
5,392
+210
+4% +$5.09K
IOVA icon
599
Iovance Biotherapeutics
IOVA
$2.89B
$135K 0.01%
+19,413
New +$134K
JCP
600
DELISTED
J.C. Penney Company, Inc.
JCP
$133K ﹤0.01%
+15,989
New +$144K
22 23
24
25 26

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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.