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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
GLNG icon
876
Golar LNG
GLNG
$5.16B
$9K ﹤0.01%
+400
New +$9.3K
JLL icon
877
Jones Lang LaSalle
JLL
$16.4B
$9K ﹤0.01%
87
– –
ROP icon
878
Roper Technologies
ROP
$39.9B
$9K ﹤0.01%
50
-40
-44% -$7.17K
WFM
879
DELISTED
Whole Foods Market Inc
WFM
$9K ﹤0.01%
300
– –
BHP icon
880
BHP
BHP
$230B
$8K ﹤0.01%
252
-45
-15% -$1.46K
HAS icon
881
Hasbro
HAS
$13.3B
$8K ﹤0.01%
97
– –
JCE icon
882
Nuveen Core Equity Alpha Fund
JCE
$289M
$8K ﹤0.01%
575
– –
MFC icon
883
Manulife Financial
MFC
$73.3B
$8K ﹤0.01%
471
-5,000
-91% -$81.4K
PAC icon
884
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$8K ﹤0.01%
+100
New +$9.02K
PSK icon
885
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$8K ﹤0.01%
200
– –
RNP icon
886
Cohen & Steers REIT and Preferred and Income Fund
RNP
$980M
$8K ﹤0.01%
425
– –
SLYV icon
887
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$8K ﹤0.01%
140
– –
SNY icon
888
Sanofi
SNY
$104B
$8K ﹤0.01%
190
– –
TM icon
889
Toyota
TM
$224B
$8K ﹤0.01%
65
– –
ZD icon
890
Ziff Davis
ZD
$2B
$8K ﹤0.01%
+115
New +$7.31K
MNK
891
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$8K ﹤0.01%
154
– –
FGP
892
DELISTED
Ferrellgas Partners, L.P.
FGP
$8K ﹤0.01%
1,229
– –
ILG
893
DELISTED
ILG, Inc Common Stock
ILG
$8K ﹤0.01%
454
– –
WIN
894
DELISTED
Windstream Holdings Inc
WIN
$8K ﹤0.01%
209
– –
CBSH icon
895
Commerce Bancshares
CBSH
$8.44B
$7K ﹤0.01%
+195
New +$6.58K
DBB icon
896
Invesco DB Base Metals Fund
DBB
$318M
$7K ﹤0.01%
500
– –
JPC icon
897
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$7K ﹤0.01%
668
– –
LPX icon
898
Louisiana-Pacific
LPX
$5.2B
$7K ﹤0.01%
382
– –
NJR icon
899
New Jersey Resources
NJR
$5.45B
$7K ﹤0.01%
200
– –
NPO icon
900
Enpro
NPO
$7.04B
$7K ﹤0.01%
100
– –
34 35
36
37 38

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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.