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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
HIG icon
801
Hartford Financial Services
HIG
$38.7B
$20K ﹤0.01%
425
– –
KEYS icon
802
Keysight
KEYS
$57.3B
$20K ﹤0.01%
540
– –
MSTR icon
803
Strategy Inc
MSTR
$38.3B
$20K ﹤0.01%
+1,000
New +$18.9K
SMB icon
804
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
VUG icon
805
Vanguard Morningstar Growth ETF
VUG
$230B
$20K ﹤0.01%
1,098
– –
GOV
806
DELISTED
Government Properties Income Trust
GOV
$20K ﹤0.01%
1,040
– –
AMG icon
807
Affiliated Managers Group
AMG
$9.6B
$19K ﹤0.01%
131
– –
KMX icon
808
CarMax
KMX
$8.34B
$19K ﹤0.01%
300
– –
PBJ icon
809
Invesco Food & Beverage ETF
PBJ
$106M
$19K ﹤0.01%
576
– –
TDG icon
810
TransDigm Group
TDG
$67.6B
$19K ﹤0.01%
75
-20
-21% -$5.25K
APU
811
DELISTED
AmeriGas Partners, L.P.
APU
$19K ﹤0.01%
390
+2
+0.5% +$92
VRSK icon
812
Verisk Analytics
VRSK
$23.6B
$18K ﹤0.01%
220
– –
ALXN
813
DELISTED
Alexion Pharmaceuticals
ALXN
$18K ﹤0.01%
150
– –
ASIX icon
814
AdvanSix
ASIX
$439M
$17K ﹤0.01%
+748
New +$13.4K
GAIN icon
815
Gladstone Investment Corp
GAIN
$651M
$17K ﹤0.01%
2,000
-1,600
-44% -$13.4K
MGA icon
816
Magna International
MGA
$18.7B
$17K ﹤0.01%
+400
New +$16.8K
YPF icon
817
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$17K ﹤0.01%
1,000
– –
VGR
818
DELISTED
Vector Group Ltd.
VGR
$17K ﹤0.01%
1,200
– –
RDS.B
819
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$17K ﹤0.01%
288
– –
BHC icon
820
Bausch Health
BHC
$2.37B
$16K ﹤0.01%
1,100
+100
+10% +$1.83K
BIDU icon
821
Baidu
BIDU
$37.1B
$16K ﹤0.01%
+100
New +$17K
CF icon
822
CF Industries
CF
$18.4B
$16K ﹤0.01%
500
– –
FLR icon
823
Fluor
FLR
$6.99B
$16K ﹤0.01%
300
– –
HRI icon
824
Herc Holdings
HRI
$5.68B
$16K ﹤0.01%
+400
New +$14.4K
IPAR icon
825
Interparfums
IPAR
$3.83B
$16K ﹤0.01%
500
– –
31 32
33
34 35

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BAM
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ACI
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ACM
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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.