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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
CHY
851
Calamos Convertible and High Income Fund
CHY
$1.07B
$12K ﹤0.01%
1,150
– –
CNP icon
852
CenterPoint Energy
CNP
$26.4B
$12K ﹤0.01%
500
– –
DFJ icon
853
WisdomTree Japan SmallCap Dividend Fund
DFJ
$396M
$12K ﹤0.01%
191
– –
FITB
854
Fifth Third Bancorp
FITB
$51.8B
$12K ﹤0.01%
445
– –
IYW icon
855
iShares US Technology ETF
IYW
$25.3B
$12K ﹤0.01%
400
– –
SMG icon
856
ScottsMiracle-Gro
SMG
$3.63B
$12K ﹤0.01%
125
-50
-29% -$4.48K
SPH icon
857
Suburban Propane Partners
SPH
$1.17B
$12K ﹤0.01%
400
– –
UTF icon
858
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$12K ﹤0.01%
600
– –
BUD icon
859
AB InBev
BUD
$164B
$11K ﹤0.01%
100
-100
-50% -$11.2K
COO icon
860
Cooper Companies
COO
$14.9B
$11K ﹤0.01%
244
-400
-62% -$17.5K
PNR icon
861
Pentair
PNR
$10.7B
$11K ﹤0.01%
295
– –
RGT
862
Royce Global Value Trust
RGT
$102M
$11K ﹤0.01%
1,352
+12
+0.9% +$95
WELL icon
863
Welltower
WELL
$169B
$11K ﹤0.01%
161
+111
+222% +$7.35K
WOLF icon
864
Wolfspeed
WOLF
$1.52B
$11K ﹤0.01%
400
– –
WT icon
865
WisdomTree
WT
$3.36B
$11K ﹤0.01%
1,000
– –
FTR
866
DELISTED
Frontier Communications Corp.
FTR
$11K ﹤0.01%
217
-15
-6% -$822
GRMN
867
Garmin
GRMN
$60.4B
$10K ﹤0.01%
200
– –
SLYG icon
868
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.18B
$10K ﹤0.01%
192
– –
TROX icon
869
Tronox
TROX
$993M
$10K ﹤0.01%
+1,000
New +$9.98K
TX icon
870
Ternium
TX
$10.8B
$10K ﹤0.01%
+400
New +$9.34K
XYZ
871
Block Inc
XYZ
$47.5B
$10K ﹤0.01%
700
– –
ETP
872
DELISTED
Energy Transfer Partners, L.P.
ETP
$10K ﹤0.01%
+400
New +$10.1K
DRA
873
DELISTED
Diversified Real Asset Income Fd
DRA
$10K ﹤0.01%
626
– –
WR
874
DELISTED
Westar Energy Inc
WR
$10K ﹤0.01%
177
+77
+77% +$4.38K
BFK
875
DELISTED
BlackRock Municipal Income Trust
BFK
$9K ﹤0.01%
666
– –
33 34
35
36 37

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SCC
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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.