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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
PXE icon
901
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$7K ﹤0.01%
300
– –
RY icon
902
Royal Bank of Canada
RY
$293B
$7K ﹤0.01%
100
– –
SWKS icon
903
Skyworks Solutions
SWKS
$10.4B
$7K ﹤0.01%
+100
New +$7.7K
TEAM icon
904
Atlassian
TEAM
$38.5B
$7K ﹤0.01%
300
– –
CHK
905
DELISTED
Chesapeake Energy Corporation
CHK
$7K ﹤0.01%
5
– –
GWR
906
DELISTED
Genesee & Wyoming Inc.
GWR
$7K ﹤0.01%
+100
New +$7.14K
BPT
907
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$6K ﹤0.01%
250
– –
CX icon
908
Cemex
CX
$16.3B
$6K ﹤0.01%
727
– –
DBC icon
909
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$6K ﹤0.01%
400
– –
DMO
910
Western Asset Mortgage Opportunity Fund
DMO
$120M
$6K ﹤0.01%
250
-1,000
-80% -$23.2K
HWKN icon
911
Hawkins
HWKN
$2.73B
$6K ﹤0.01%
220
– –
IDU icon
912
iShares US Utilities ETF
IDU
$1.35B
$6K ﹤0.01%
100
– –
MOAT icon
913
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$6K ﹤0.01%
180
– –
NFG icon
914
National Fuel Gas
NFG
$7.78B
$6K ﹤0.01%
101
– –
NVO
915
Novo Nordisk
NVO
$211B
$6K ﹤0.01%
350
– –
PCG icon
916
PG&E
PCG
$37.5B
$6K ﹤0.01%
100
– –
PRTA icon
917
Prothena Corp
PRTA
$468M
$6K ﹤0.01%
121
– –
RGA icon
918
Reinsurance Group of America
RGA
$15.8B
$6K ﹤0.01%
+45
New +$5.28K
THO icon
919
Thor Industries
THO
$4.14B
$6K ﹤0.01%
60
– –
VLY icon
920
Valley National Bancorp
VLY
$8.1B
$6K ﹤0.01%
508
– –
AUY
921
DELISTED
Yamana Gold, Inc.
AUY
$6K ﹤0.01%
+2,000
New +$6.54K
STMP
922
DELISTED
Stamps.com, Inc.
STMP
$6K ﹤0.01%
50
– –
AMX icon
923
America Movil
AMX
$71.7B
$5K ﹤0.01%
435
– –
BIP icon
924
Brookfield Infrastructure Partners
BIP
$17.5B
$5K ﹤0.01%
252
– –
BTI icon
925
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
35 36
37
38 39

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SCC
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BAM
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ACI
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ACM
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PP
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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.