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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
DOC icon
626
Healthpeak Properties
DOC
$14.2B
$100K ﹤0.01%
3,355
-8,607
-72% -$262K
VBK icon
627
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$100K ﹤0.01%
750
– –
AIG icon
628
American International
AIG
$40.3B
$99K ﹤0.01%
1,510
-225
-13% -$14.1K
TZOO icon
629
Travelzoo
TZOO
$73.4M
$98K ﹤0.01%
+10,411
New +$115K
BIV icon
630
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$97K ﹤0.01%
1,163
– –
OEF icon
631
iShares S&P 100 ETF
OEF
$20.5B
$97K ﹤0.01%
972
– –
SPGI icon
632
S&P Global
SPGI
$121B
$97K ﹤0.01%
900
-1,912
-68% -$228K
IWO icon
633
iShares Russell 2000 Growth ETF
IWO
$15B
$96K ﹤0.01%
625
– –
NOV icon
634
NOV
NOV
$7.48B
$95K ﹤0.01%
2,550
-160
-6% -$5.83K
SCG
635
DELISTED
Scana
SCG
$95K ﹤0.01%
1,300
– –
GNR icon
636
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$94K ﹤0.01%
2,289
+422
+23% +$16.9K
FFC
637
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$785M
$93K ﹤0.01%
4,954
– –
UNM icon
638
Unum
UNM
$14.4B
$92K ﹤0.01%
2,100
– –
GNW icon
639
Genworth Financial
GNW
$3.69B
$91K ﹤0.01%
+23,928
New +$105K
INTU icon
640
Intuit
INTU
$91.7B
$91K ﹤0.01%
790
– –
SCHR
641
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$91K ﹤0.01%
3,406
+8
+0.2% +$217
WPX
642
DELISTED
WPX Energy, Inc.
WPX
$91K ﹤0.01%
6,226
-186
-3% -$2.46K
IXC icon
643
iShares Global Energy ETF
IXC
$2.74B
$90K ﹤0.01%
2,596
– –
CCI icon
644
Crown Castle
CCI
$31.6B
$88K ﹤0.01%
1,016
– –
AGR
645
DELISTED
Avangrid, Inc.
AGR
$87K ﹤0.01%
2,299
-1,461
-39% -$55.7K
PXLC
646
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$86K ﹤0.01%
1,996
– –
CE icon
647
Celanese
CE
$5B
$85K ﹤0.01%
1,075
– –
AZO icon
648
AutoZone
AZO
$50.5B
$84K ﹤0.01%
106
– –
ESI icon
649
Element Solutions
ESI
$9.26B
$84K ﹤0.01%
8,577
+1,177
+16% +$10.1K
HYG icon
650
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$84K ﹤0.01%
968
– –
24 25
26
27 28

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SCC
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BAM
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ACI
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ACM
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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.