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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
ALE
776
DELISTED
Allete
ALE
$23K ﹤0.01%
366
– –
ALLE icon
777
Allegion
ALLE
$14.1B
$23K ﹤0.01%
353
– –
NI icon
778
NiSource
NI
$20B
$23K ﹤0.01%
1,022
– –
VAC icon
779
Marriott Vacations Worldwide
VAC
$3.89B
$23K ﹤0.01%
276
– –
SNR
780
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$23K ﹤0.01%
2,400
– –
ETP
781
DELISTED
Energy Transfer Partners L.p.
ETP
$23K ﹤0.01%
640
– –
ARR
782
Armour Residential REIT
ARR
$2.34B
$22K ﹤0.01%
200
-161
-45% -$17.9K
EVRI
783
DELISTED
Everi Holdings
EVRI
$22K ﹤0.01%
10,000
– –
IP icon
784
International Paper
IP
$21.9B
$22K ﹤0.01%
433
+394
+1,010% +$18.2K
REGN icon
785
Regeneron Pharmaceuticals
REGN
$83.2B
$22K ﹤0.01%
60
-40
-40% -$15.2K
SURE icon
786
AdvisorShares Insider Advantage ETF
SURE
$57.5M
$22K ﹤0.01%
350
– –
CY
787
DELISTED
Cypress Semiconductor
CY
$22K ﹤0.01%
1,900
+900
+90% +$9.87K
AEE icon
788
Ameren
AEE
$29.6B
$21K ﹤0.01%
400
– –
FL
789
DELISTED
Foot Locker
FL
$21K ﹤0.01%
300
– –
FLWS icon
790
1-800-Flowers.com
FLWS
$255M
$21K ﹤0.01%
2,000
– –
GDX icon
791
VanEck Gold Miners ETF
GDX
$27.6B
$21K ﹤0.01%
980
-180
-16% -$4K
GGME icon
792
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$21K ﹤0.01%
800
– –
NBR icon
793
Nabors Industries
NBR
$1.33B
$21K ﹤0.01%
26
– –
SLV icon
794
iShares Silver Trust
SLV
$32B
$21K ﹤0.01%
1,375
– –
CXO
795
DELISTED
CONCHO RESOURCES INC.
CXO
$21K ﹤0.01%
155
– –
QCP
796
DELISTED
Quality Care Properties, Inc.
QCP
$21K ﹤0.01%
+1,374
New +$20.6K
SNI
797
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$21K ﹤0.01%
300
+50
+20% +$3.38K
AF
798
DELISTED
Astoria Financial Corporation
AF
$21K ﹤0.01%
1,150
– –
CA
799
DELISTED
CA, Inc.
CA
$21K ﹤0.01%
674
– –
DTE icon
800
DTE Energy
DTE
$28.5B
$20K ﹤0.01%
235
-313
-57% -$25.2K
30 31
32
33 34

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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.