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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
O icon
751
Realty Income
O
$58.6B
$31K ﹤0.01%
557
– –
TOL icon
752
Toll Brothers
TOL
$14B
$31K ﹤0.01%
1,000
– –
TSCO icon
753
Tractor Supply
TSCO
$18B
$31K ﹤0.01%
2,075
– –
BALL icon
754
Ball Corp
BALL
$16.6B
$30K ﹤0.01%
800
– –
UNIT
755
Uniti Group
UNIT
$2.28B
$30K ﹤0.01%
1,178
– –
CTHR
756
DELISTED
Charles & Colvard Ltd
CTHR
$30K ﹤0.01%
+2,762
New +$29.1K
SCHG icon
757
Schwab US Large-Cap Growth ETF
SCHG
$63B
$29K ﹤0.01%
4,104
– –
MMP
758
DELISTED
Magellan Midstream Partners, L.P.
MMP
$29K ﹤0.01%
+382
New +$26.8K
VVC
759
DELISTED
Vectren Corporation
VVC
$29K ﹤0.01%
556
– –
NZF icon
760
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$28K ﹤0.01%
1,983
– –
SCHV
761
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$28K ﹤0.01%
1,731
– –
TBT icon
762
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$310M
$28K ﹤0.01%
687
– –
DKS icon
763
Dick's Sporting Goods
DKS
$19.2B
$27K ﹤0.01%
500
– –
HOG icon
764
Harley-Davidson
HOG
$2.72B
$27K ﹤0.01%
471
– –
IYE icon
765
iShares US Energy ETF
IYE
$1.78B
$27K ﹤0.01%
651
-596
-48% -$23.8K
TWLO icon
766
Twilio
TWLO
$38.4B
$27K ﹤0.01%
950
-100
-10% -$3.75K
MNST icon
767
Monster Beverage
MNST
$89.6B
$26K ﹤0.01%
2,316
– –
TRGP icon
768
Targa Resources
TRGP
$57.1B
$26K ﹤0.01%
470
– –
VO icon
769
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$26K ﹤0.01%
800
– –
DRE
770
DELISTED
Duke Realty Corp.
DRE
$25K ﹤0.01%
940
– –
AN icon
771
AutoNation
AN
$6.88B
$24K ﹤0.01%
500
– –
BMO icon
772
Bank of Montreal
BMO
$127B
$24K ﹤0.01%
330
– –
HAIN icon
773
Hain Celestial
HAIN
$53.4M
$24K ﹤0.01%
625
– –
HQH
774
abrdn Healthcare Investors
HQH
$1.33B
$24K ﹤0.01%
1,144
– –
SNX icon
775
TD Synnex
SNX
$20.3B
$24K ﹤0.01%
400
– –
29 30
31
32 33

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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
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.