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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
CBI
601
DELISTED
Chicago Bridge & Iron Nv
CBI
$130K ﹤0.01%
4,100
+1,350
+49% +$42.2K
CINF icon
602
Cincinnati Financial
CINF
$26.6B
$128K ﹤0.01%
1,692
– –
MDY icon
603
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$128K ﹤0.01%
425
– –
TD icon
604
Toronto Dominion Bank
TD
$201B
$128K ﹤0.01%
2,600
– –
MFA
605
MFA Financial
MFA
$931M
$127K ﹤0.01%
+4,171
New +$125K
VGK icon
606
Vanguard FTSE Europe ETF
VGK
$31B
$127K ﹤0.01%
2,650
-207
-7% -$9.75K
PANW icon
607
Palo Alto Networks
PANW
$311B
$125K ﹤0.01%
6,000
– –
IYJ icon
608
iShares US Industrials ETF
IYJ
$1.96B
$121K ﹤0.01%
2,000
– –
CIEN icon
609
Ciena
CIEN
$54.6B
$120K ﹤0.01%
4,900
– –
IYK icon
610
iShares US Consumer Staples ETF
IYK
$1.43B
$120K ﹤0.01%
3,249
-420
-11% -$15.5K
DIA icon
611
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$119K ﹤0.01%
600
– –
VNQ icon
612
Vanguard Real Estate ETF
VNQ
$38.5B
$118K ﹤0.01%
1,432
-2,731
-66% -$222K
IEO icon
613
iShares US Oil & Gas Exploration & Production ETF
IEO
$582M
$117K ﹤0.01%
1,794
-212
-11% -$13.3K
LAZ icon
614
Lazard
LAZ
$4.28B
$115K ﹤0.01%
2,795
+700
+33% +$27.2K
HUM icon
615
Humana
HUM
$45.2B
$113K ﹤0.01%
553
-300
-35% -$57.2K
TXT icon
616
Textron
TXT
$15.2B
$113K ﹤0.01%
2,320
– –
CME icon
617
CME Group
CME
$94B
$112K ﹤0.01%
974
-119
-11% -$13.2K
ICF icon
618
iShares Select U.S. REIT ETF
ICF
$2.08B
$112K ﹤0.01%
2,240
-900
-29% -$44.2K
CHKP icon
619
Check Point Software Technologies
CHKP
$13B
$109K ﹤0.01%
1,290
+25
+2% +$2.05K
LQD icon
620
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$108K ﹤0.01%
925
– –
JAKK icon
621
Jakks Pacific
JAKK
$292M
$103K ﹤0.01%
+2,010
New +$139K
KLAC icon
622
KLA
KLAC
$259B
$102K ﹤0.01%
13,000
– –
EEP
623
DELISTED
Enbridge Energy Partners
EEP
$102K ﹤0.01%
4,000
– –
NOC icon
624
Northrop Grumman
NOC
$81.7B
$101K ﹤0.01%
435
+35
+9% +$8.14K
RBS.PRH.CL
625
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$101K ﹤0.01%
+4,000
New +$102K
23 24
25
26 27

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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.