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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
PNW icon
951
Pinnacle West Capital
PNW
$12B
$4K ﹤0.01%
50
– –
RES icon
952
RPC Inc
RES
$1.36B
$4K ﹤0.01%
187
– –
SHYG icon
953
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$4K ﹤0.01%
+80
New +$3.76K
MUI
954
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
$4K ﹤0.01%
270
– –
VMW
955
DELISTED
VMware, Inc
VMW
$4K ﹤0.01%
50
– –
STON
956
DELISTED
StoneMor Inc.
STON
$4K ﹤0.01%
400
– –
BPY
957
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$4K ﹤0.01%
200
– –
AHL
958
DELISTED
ASPEN Insurance Holding Limited
AHL
$4K ﹤0.01%
+72
New +$3.67K
MBLY
959
DELISTED
Mobileye N.V.
MBLY
$4K ﹤0.01%
+100
New +$3.76K
YHOO
960
DELISTED
Yahoo Inc
YHOO
$4K ﹤0.01%
100
– –
AMD icon
961
Advanced Micro Devices
AMD
$767B
$3K ﹤0.01%
+250
New +$2.1K
BCE icon
962
BCE
BCE
$21B
$3K ﹤0.01%
+69
New +$3.05K
BOND icon
963
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
FSLR icon
964
First Solar
FSLR
$25.7B
$3K ﹤0.01%
100
– –
LVS icon
965
Las Vegas Sands
LVS
$29.4B
$3K ﹤0.01%
59
– –
MMT
966
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
POOL icon
967
Pool Corp
POOL
$7.27B
$3K ﹤0.01%
+24
New +$2.37K
PTC icon
968
PTC
PTC
$16.4B
$3K ﹤0.01%
+55
New +$2.57K
R icon
969
Ryder
R
$9.98B
$3K ﹤0.01%
+38
New +$2.8K
SPFF icon
970
Global X SuperIncome Preferred ETF
SPFF
$141M
$3K ﹤0.01%
260
– –
TCRT icon
971
Alaunos Therapeutics
TCRT
$4.84M
$3K ﹤0.01%
4
– –
TEX icon
972
Terex
TEX
$7.58B
$3K ﹤0.01%
100
– –
ABB
973
DELISTED
ABB Ltd
ABB
$3K ﹤0.01%
150
– –
EVY
974
DELISTED
Eaton Vance New York Municipal Income Trust
EVY
$3K ﹤0.01%
265
– –
PNRA
975
DELISTED
Panera Bread Co
PNRA
$3K ﹤0.01%
+13
New +$2.63K
37 38
39
40 41

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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ACM
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PP
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MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.