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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
WNR
726
DELISTED
Western Refining Inc
WNR
$43K ﹤0.01%
+1,133
New +$37.3K
NVG icon
727
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$42K ﹤0.01%
2,888
– –
LNT icon
728
Alliant Energy
LNT
$17.7B
$41K ﹤0.01%
1,082
– –
AMJ
729
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$41K ﹤0.01%
1,307
+512
+64% +$15.6K
PFF icon
730
iShares Preferred and Income Securities ETF
PFF
$13.2B
$40K ﹤0.01%
1,065
– –
VMC icon
731
Vulcan Materials
VMC
$37B
$40K ﹤0.01%
317
+17
+6% +$2.06K
FMY
732
First Trust Mortgage Income Fund
FMY
$49.2M
$39K ﹤0.01%
2,800
– –
GEN icon
733
Gen Digital
GEN
$17.5B
$39K ﹤0.01%
1,650
-400
-20% -$9.82K
NXPI icon
734
NXP Semiconductors
NXPI
$58.9B
$39K ﹤0.01%
400
– –
NAD icon
735
Nuveen Quality Municipal Income Fund
NAD
$2.77B
$38K ﹤0.01%
2,703
– –
VTI icon
736
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$38K ﹤0.01%
326
-50
-13% -$5.62K
TFI icon
737
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$37K ﹤0.01%
775
– –
ADNT icon
738
Adient
ADNT
$1.44B
$36K ﹤0.01%
+611
New +$32.3K
BBWI icon
739
Bath & Body Works
BBWI
$3.89B
$36K ﹤0.01%
685
+36
+6% +$2.05K
BTO
740
John Hancock Financial Opportunities Fund
BTO
$800M
$36K ﹤0.01%
1,000
– –
MTD icon
741
Mettler-Toledo International
MTD
$28.6B
$36K ﹤0.01%
85
-15
-15% -$6.24K
BKN
742
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$34K ﹤0.01%
2,289
– –
ETR icon
743
Entergy
ETR
$49.3B
$34K ﹤0.01%
916
-210
-19% -$7.53K
MYN icon
744
BlackRock MuniYield New York Quality Fund
MYN
$376M
$34K ﹤0.01%
2,713
– –
HTO
745
H2O America
HTO
$2.56B
$34K ﹤0.01%
600
– –
SRE icon
746
Sempra
SRE
$55.1B
$34K ﹤0.01%
666
-3,962
-86% -$202K
GWW icon
747
W.W. Grainger
GWW
$61.1B
$33K ﹤0.01%
141
– –
APO icon
748
Apollo Global Management
APO
$76B
$32K ﹤0.01%
1,650
+400
+32% +$7.55K
AVNS
749
DELISTED
Avanos Medical
AVNS
$32K ﹤0.01%
870
-66
-7% -$2.36K
XEL icon
750
Xcel Energy
XEL
$48B
$32K ﹤0.01%
784
-36
-4% -$1.44K
28 29
30
31 32

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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.