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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
EOG icon
76
EOG Resources
EOG
$73.7B
$9.33M 0.35%
92,248
+21,333
+30% +$2.08M
ACN icon
77
Accenture
ACN
$109B
$9.21M 0.34%
78,594
+11,204
+17% +$1.33M
RAI
78
DELISTED
Reynolds American Inc
RAI
$9.11M 0.34%
162,543
+25,280
+18% +$1.34M
BMY icon
79
Bristol-Myers Squibb
BMY
$133B
$8.81M 0.33%
150,816
+16,288
+12% +$890K
SYY icon
80
Sysco
SYY
$40.3B
$8.64M 0.32%
156,020
+6,612
+4% +$343K
KO icon
81
Coca-Cola
KO
$376B
$8.63M 0.32%
208,232
+52,089
+33% +$2.17M
KMB icon
82
Kimberly-Clark
KMB
$36B
$8.56M 0.32%
75,023
+4,636
+7% +$538K
AMZN icon
83
Amazon
AMZN
$3.01T
$8.54M 0.32%
227,860
+166,500
+271% +$6.52M
LLY icon
84
Eli Lilly
LLY
$1.08T
$8.54M 0.32%
116,089
+10,405
+10% +$775K
TSE
85
DELISTED
Trinseo
TSE
$8.51M 0.31%
+143,497
New +$8.05M
WM icon
86
Waste Management
WM
$90.2B
$8.4M 0.31%
118,468
+500
+0.4% +$33.4K
LMT icon
87
Lockheed Martin
LMT
$139B
$8.37M 0.31%
33,505
+30,424
+987% +$7.6M
META icon
88
Meta Platforms (Facebook)
META
$1.53T
$8.25M 0.31%
71,674
+47,241
+193% +$5.8M
VB icon
89
Vanguard Morningstar Small-Cap ETF
VB
$82.6B
$7.5M 0.28%
58,166
+5,396
+10% +$670K
ADP icon
90
Automatic Data Processing
ADP
$108B
$7.5M 0.28%
72,975
-1,160
-2% -$108K
LEA icon
91
Lear
LEA
$8.09B
$7.28M 0.27%
+54,959
New +$6.91M
USB icon
92
US Bancorp
USB
$99.8B
$7.09M 0.26%
138,119
+8,693
+7% +$413K
DD
93
DELISTED
Du Pont De Nemours E I
DD
$7.04M 0.26%
95,992
+1,542
+2% +$110K
EFA icon
94
iShares MSCI EAFE ETF
EFA
$80B
$7.04M 0.26%
121,874
+52,397
+75% +$3.02M
KR icon
95
Kroger
KR
$34.6B
$6.99M 0.26%
202,468
+144,885
+252% +$4.72M
HII icon
96
Huntington Ingalls Industries
HII
$13.1B
$6.74M 0.25%
36,595
+36,529
+55,347% +$6.2M
CAT icon
97
Caterpillar
CAT
$387B
$6.69M 0.25%
72,188
+3,834
+6% +$347K
CNK icon
98
Cinemark Holdings
CNK
$4.31B
$6.64M 0.25%
173,156
+1,701
+1% +$67.7K
AEP icon
99
American Electric Power
AEP
$66.7B
$6.59M 0.24%
104,736
+11,738
+13% +$724K
BRK.A icon
100
Berkshire Hathaway Class A
BRK.A
$1.15T
$6.59M 0.24%
27
-7
-21% -$1.62M
2 3
4
5 6

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IA
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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.