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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
CCK icon
701
Crown Holdings
CCK
$13.1B
$53K ﹤0.01%
1,000
– –
CMG icon
702
Chipotle Mexican Grill
CMG
$40.7B
$53K ﹤0.01%
7,000
+2,500
+56% +$19.7K
NE
703
DELISTED
Noble Corporation
NE
$53K ﹤0.01%
8,945
+2,345
+36% +$13.8K
OA
704
DELISTED
Orbital ATK, Inc.
OA
$53K ﹤0.01%
600
-50
-8% -$4.07K
NTC
705
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$52K ﹤0.01%
4,222
– –
TR icon
706
Tootsie Roll Industries
TR
$2.97B
$51K ﹤0.01%
1,711
– –
DINO icon
707
HF Sinclair
DINO
$15.2B
$50K ﹤0.01%
1,528
+250
+20% +$6.93K
SF
708
Stifel
SF
$12.6B
$50K ﹤0.01%
2,250
-4,500
-67% -$90.3K
SH icon
709
ProShares Short S&P500
SH
$843M
$49K ﹤0.01%
338
– –
STX icon
710
Seagate
STX
$182B
$49K ﹤0.01%
1,280
– –
MYD
711
DELISTED
BlackRock MuniYield Fund
MYD
$48K ﹤0.01%
3,419
– –
SCHP icon
712
Schwab US TIPS ETF
SCHP
$16.2B
$48K ﹤0.01%
1,746
+160
+10% +$4.46K
XYL icon
713
Xylem
XYL
$28.3B
$48K ﹤0.01%
972
– –
FLG
714
Flagstar Bank National Association
FLG
$5.82B
$48K ﹤0.01%
1,000
– –
DVN icon
715
Devon Energy
DVN
$49.9B
$46K ﹤0.01%
1,000
– –
FXH icon
716
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$46K ﹤0.01%
800
– –
HOLX
717
DELISTED
Hologic
HOLX
$46K ﹤0.01%
1,150
– –
UL icon
718
Unilever
UL
$135B
$46K ﹤0.01%
994
+228
+30% +$10.6K
PBI icon
719
Pitney Bowes
PBI
$2.33B
$45K ﹤0.01%
2,990
-1,492
-33% -$23.7K
CTT
720
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$45K ﹤0.01%
4,000
– –
AGNC icon
721
AGNC Investment
AGNC
$12.8B
$44K ﹤0.01%
+2,400
New +$45.5K
CC icon
722
Chemours
CC
$2.2B
$44K ﹤0.01%
2,003
-285
-12% -$5.85K
EPP icon
723
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$44K ﹤0.01%
1,121
-930
-45% -$38.2K
PACW
724
DELISTED
PacWest Bancorp
PACW
$44K ﹤0.01%
+800
New +$38.7K
IWC icon
725
iShares Micro-Cap ETF
IWC
$1.49B
$43K ﹤0.01%
500
– –
27 28
29
30 31

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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.