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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
MLI icon
826
Mueller Industries
MLI
$15.2B
$16K ﹤0.01%
1,600
– –
VSH icon
827
Vishay Intertechnology
VSH
$5.08B
$16K ﹤0.01%
1,000
– –
CRVP
828
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$16K ﹤0.01%
20,000
– –
AZTA icon
829
Azenta
AZTA
$1.54B
$15K ﹤0.01%
900
-300
-25% -$4.51K
CPK icon
830
Chesapeake Utilities
CPK
$3.19B
$15K ﹤0.01%
225
– –
ITT icon
831
ITT
ITT
$18.9B
$15K ﹤0.01%
386
– –
RACE icon
832
Ferrari
RACE
$71.5B
$15K ﹤0.01%
250
– –
WEC icon
833
WEC Energy
WEC
$34.6B
$15K ﹤0.01%
250
– –
WSM icon
834
Williams-Sonoma
WSM
$29.5B
$15K ﹤0.01%
600
-800
-57% -$20.4K
CSLT
835
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$15K ﹤0.01%
3,000
– –
BND icon
836
Vanguard Total Bond Market
BND
$161B
$14K ﹤0.01%
172
– –
IYZ icon
837
iShares US Telecommunications ETF
IYZ
$1.22B
$14K ﹤0.01%
400
– –
JNK icon
838
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$14K ﹤0.01%
124
– –
MOH icon
839
Molina Healthcare
MOH
$10.4B
$14K ﹤0.01%
250
– –
RA
840
Brookfield Real Assets Income Fund
RA
$708M
$14K ﹤0.01%
+611
New +$13.4K
SON icon
841
Sonoco
SON
$5.72B
$14K ﹤0.01%
268
+2
+0.8% +$104
BBDC icon
842
Barings BDC
BBDC
$980M
$13K ﹤0.01%
725
– –
CNX icon
843
CNX Resources
CNX
$5.32B
$13K ﹤0.01%
+840
New +$13.3K
FE icon
844
FirstEnergy
FE
$27.1B
$13K ﹤0.01%
412
– –
IEZ icon
845
iShares US Oil Equipment & Services ETF
IEZ
$383M
$13K ﹤0.01%
295
– –
NNBR icon
846
NN Inc
NNBR
$300M
$13K ﹤0.01%
700
– –
OKE icon
847
Oneok
OKE
$56.9B
$13K ﹤0.01%
235
– –
VGM icon
848
Invesco Trust Investment Grade Municipals
VGM
$564M
$13K ﹤0.01%
1,000
– –
TIME
849
DELISTED
Time Inc.
TIME
$13K ﹤0.01%
719
-139
-16% -$2.06K
CBRE icon
850
CBRE Group
CBRE
$41.7B
$12K ﹤0.01%
367
– –
32 33
34
35 36

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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.