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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
BKNG icon
51
Booking.com
BKNG
$161B
$15.1M 0.56%
257,350
-1,100
-0.4% -$65.7K
MO icon
52
Altria Group
MO
$114B
$14.8M 0.55%
218,446
+43,126
+25% +$2.78M
AMGN icon
53
Amgen
AMGN
$222B
$14.4M 0.53%
98,303
+11,000
+13% +$1.66M
STZ icon
54
Constellation Brands
STZ
$23.2B
$14M 0.52%
91,023
+30,676
+51% +$4.87M
MRK icon
55
Merck
MRK
$318B
$13.5M 0.5%
239,829
+35,813
+18% +$2.1M
VBR icon
56
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$13.2M 0.49%
109,004
+107,966
+10,401% +$12.4M
OXY icon
57
Occidental Petroleum
OXY
$55.9B
$13.1M 0.49%
184,076
+39,593
+27% +$2.81M
SPY icon
58
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$13.1M 0.48%
58,583
+2,470
+4% +$540K
RTX icon
59
RTX Corp
RTX
$301B
$13M 0.48%
188,390
+3,480
+2% +$231K
AGN
60
DELISTED
Allergan plc
AGN
$12.8M 0.47%
60,881
+4,207
+7% +$872K
ABT icon
61
Abbott
ABT
$187B
$12.8M 0.47%
332,290
+3,038
+0.9% +$120K
CMI icon
62
Cummins
CMI
$88.7B
$12.5M 0.46%
91,457
+853
+0.9% +$114K
NVS icon
63
Novartis
NVS
$297B
$12.1M 0.45%
185,958
-22,413
-11% -$1.45M
ECL icon
64
Ecolab
ECL
$79.9B
$11.8M 0.44%
100,924
+1,616
+2% +$189K
ITB icon
65
iShares US Home Construction ETF
ITB
$2.41B
$11.5M 0.43%
419,888
-7,887
-2% -$214K
NEE icon
66
NextEra Energy
NEE
$177B
$11.3M 0.42%
379,308
+176,264
+87% +$5.27M
DHR icon
67
Danaher
DHR
$144B
$11.2M 0.41%
162,297
+3,663
+2% +$254K
IWR icon
68
iShares Russell Mid-Cap ETF
IWR
$57.5B
$10.6M 0.39%
237,632
+10,128
+4% +$443K
SBUX icon
69
Starbucks
SBUX
$120B
$10.5M 0.39%
188,344
+18,684
+11% +$1.04M
PPG icon
70
PPG Industries
PPG
$26.6B
$10.5M 0.39%
110,299
+6,037
+6% +$576K
IVV icon
71
iShares Core S&P 500 ETF
IVV
$904B
$10.4M 0.39%
46,249
+12,665
+38% +$2.78M
ABBV icon
72
AbbVie
ABBV
$435B
$10.1M 0.37%
160,831
+47,401
+42% +$2.89M
GIS icon
73
General Mills
GIS
$19.7B
$10M 0.37%
161,990
+5,985
+4% +$371K
IWD icon
74
iShares Russell 1000 Value ETF
IWD
$83.9B
$9.95M 0.37%
88,842
+87,820
+8,593% +$9.49M
TGT icon
75
Target
TGT
$68B
$9.39M 0.35%
130,017
-22,946
-15% -$1.66M
1 2
3
4 5

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BAM
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ACI
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ACM
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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.