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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
L icon
651
Loews
L
$23.1B
$84K ﹤0.01%
1,800
– –
WWAV
652
DELISTED
The WhiteWave Foods Company
WWAV
$84K ﹤0.01%
1,515
– –
CRM icon
653
Salesforce
CRM
$162B
$83K ﹤0.01%
1,215
– –
UGI icon
654
UGI
UGI
$7.54B
$83K ﹤0.01%
1,800
– –
IXP icon
655
iShares Global Comm Services ETF
IXP
$567M
$82K ﹤0.01%
1,400
– –
RAD
656
DELISTED
Rite Aid Corporation
RAD
$82K ﹤0.01%
500
-1,350
-73% -$204K
APH icon
657
Amphenol
APH
$206B
$81K ﹤0.01%
4,800
– –
IDA icon
658
Idacorp
IDA
$8.11B
$81K ﹤0.01%
1,000
– –
RYN icon
659
Rayonier
RYN
$6.45B
$81K ﹤0.01%
3,375
– –
GSAT icon
660
Globalstar
GSAT
$10.8B
$79K ﹤0.01%
3,333
– –
POT
661
DELISTED
Potash Corp Of Saskatchewan
POT
$78K ﹤0.01%
4,338
-400
-8% -$6.93K
NVDA icon
662
NVIDIA
NVDA
$5.27T
$77K ﹤0.01%
28,920
+8,920
+45% +$18.6K
CPB icon
663
Campbell Soup
CPB
$6.78B
$76K ﹤0.01%
1,250
– –
EL icon
664
Estee Lauder
EL
$31.8B
$76K ﹤0.01%
996
– –
CPSS icon
665
Consumer Portfolio Services
CPSS
$198M
$75K ﹤0.01%
+14,644
New +$70.3K
NLY icon
666
Annaly Capital Management
NLY
$17.4B
$73K ﹤0.01%
1,822
+297
+19% +$12.1K
BPL
667
DELISTED
Buckeye Partners, L.P.
BPL
$73K ﹤0.01%
1,100
– –
CTWS
668
DELISTED
Connecticut Water Service Inc
CTWS
$72K ﹤0.01%
1,298
– –
ORLY icon
669
O'Reilly Automotive
ORLY
$74.9B
$70K ﹤0.01%
3,750
– –
TLT icon
670
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$70K ﹤0.01%
590
+220
+59% +$27.6K
NS
671
DELISTED
NuStar Energy L.P.
NS
$70K ﹤0.01%
1,400
+475
+51% +$22.6K
NYT icon
672
New York Times
NYT
$10.3B
$69K ﹤0.01%
5,188
– –
SCHZ icon
673
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$69K ﹤0.01%
2,682
+318
+13% +$8.32K
SDS icon
674
ProShares UltraShort S&P500
SDS
$371M
$69K ﹤0.01%
45
-36
-44% -$57.7K
OKS
675
DELISTED
Oneok Partners LP
OKS
$69K ﹤0.01%
1,600
– –
25 26
27
28 29

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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.