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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
CAVM
676
DELISTED
Cavium, Inc.
CAVM
$69K ﹤0.01%
1,100
– –
CCL icon
677
Carnival Corporation Ltd
CCL
$37.8B
$67K ﹤0.01%
1,293
+885
+217% +$44.3K
CLS icon
678
Celestica
CLS
$39.2B
$67K ﹤0.01%
5,650
+1,350
+31% +$15.8K
VHT icon
679
Vanguard Health Care ETF
VHT
$19B
$66K ﹤0.01%
522
– –
EIX icon
680
Edison International
EIX
$26.6B
$65K ﹤0.01%
900
– –
COL
681
DELISTED
Rockwell Collins
COL
$65K ﹤0.01%
698
– –
HYD icon
682
VanEck High Yield Muni ETF
HYD
$4.4B
$64K ﹤0.01%
1,075
– –
MBB icon
683
iShares MBS ETF
MBB
$39B
$64K ﹤0.01%
605
– –
MINT icon
684
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$64K ﹤0.01%
632
– –
PWB icon
685
Invesco Large Cap Growth ETF
PWB
$2.39B
$64K ﹤0.01%
2,000
– –
BR icon
686
Broadridge
BR
$19.8B
$63K ﹤0.01%
947
– –
SVC
687
Service Properties Trust
SVC
$1.05B
$63K ﹤0.01%
400
– –
EVT icon
688
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.19B
$62K ﹤0.01%
3,000
– –
IJJ icon
689
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.04B
$61K ﹤0.01%
840
– –
NAK
690
Northern Dynasty Minerals
NAK
$953M
$61K ﹤0.01%
+29,695
New +$34.5K
ROK icon
691
Rockwell Automation
ROK
$49.4B
$60K ﹤0.01%
448
– –
TEF
692
DELISTED
Telefonica
TEF
$59K ﹤0.01%
7,871
+119
+2% +$870
IJR icon
693
iShares Core S&P Small-Cap ETF
IJR
$112B
$58K ﹤0.01%
838
– –
A icon
694
Agilent Technologies
A
$42.3B
$57K ﹤0.01%
1,256
-1,400
-53% -$63.5K
B
695
Barrick Mining
B
$67.9B
$57K ﹤0.01%
3,551
-1,350
-28% -$21.4K
APC
696
DELISTED
Anadarko Petroleum
APC
$57K ﹤0.01%
818
– –
MOO icon
697
VanEck Agribusiness ETF
MOO
$978M
$56K ﹤0.01%
1,100
– –
PCEF icon
698
Invesco CEF Income Composite ETF
PCEF
$817M
$56K ﹤0.01%
2,481
– –
DWX icon
699
State Street SPDR S&P International Dividend ETF
DWX
$529M
$54K ﹤0.01%
1,500
-773
-34% -$27.9K
VEA icon
700
Vanguard FTSE Developed Markets ETF
VEA
$236B
$54K ﹤0.01%
1,468
– –
26 27
28
29 30

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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.