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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
CST
976
DELISTED
CST Brands, Inc.
CST
$3K ﹤0.01%
55
– –
BBY icon
977
Best Buy
BBY
$17.4B
$2K ﹤0.01%
50
-200
-80% -$8.5K
CAR icon
978
Avis
CAR
$4.9B
$2K ﹤0.01%
+58
New +$2.1K
CXW icon
979
CoreCivic
CXW
$3.26B
$2K ﹤0.01%
100
– –
DPZ icon
980
Domino's
DPZ
$11.5B
$2K ﹤0.01%
+13
New +$2.11K
DVA icon
981
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
GGB icon
982
Gerdau
GGB
$9.74B
$2K ﹤0.01%
756
– –
HES
983
DELISTED
Hess
HES
$2K ﹤0.01%
+33
New +$1.8K
MAS icon
984
Masco
MAS
$14.7B
$2K ﹤0.01%
67
– –
MRVL icon
985
Marvell Technology
MRVL
$187B
$2K ﹤0.01%
125
– –
MTCH icon
986
Match Group
MTCH
$8.43B
$2K ﹤0.01%
100
– –
MUR icon
987
Murphy Oil
MUR
$5.09B
$2K ﹤0.01%
+64
New +$1.94K
NOK icon
988
Nokia
NOK
$51B
$2K ﹤0.01%
500
– –
OMF icon
989
OneMain Financial
OMF
$7.27B
$2K ﹤0.01%
+94
New +$2.31K
OSK icon
990
Oshkosh
OSK
$9.59B
$2K ﹤0.01%
+31
New +$1.92K
PLNT icon
991
Planet Fitness
PLNT
$3.7B
$2K ﹤0.01%
+100
New +$2.07K
STLD icon
992
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
+57
New +$1.79K
STM icon
993
STMicroelectronics
STM
$48.5B
$2K ﹤0.01%
200
– –
URI icon
994
United Rentals
URI
$70.8B
$2K ﹤0.01%
+20
New +$1.82K
WBD icon
995
Warner Bros
WBD
$67.4B
$2K ﹤0.01%
65
– –
BERY
996
DELISTED
Berry Global Group, Inc.
BERY
$2K ﹤0.01%
+46
New +$1.97K
JPS
997
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$2K ﹤0.01%
233
– –
AIG.WS
998
DELISTED
American International Group, Inc.
AIG.WS
$2K ﹤0.01%
73
– –
KOL
999
DELISTED
VanEck Vectors Coal ETF
KOL
$2K ﹤0.01%
20
– –
NVLN
1000
DELISTED
Novelion Therapeutics Inc. Common Shares
NVLN
$2K ﹤0.01%
+205
New +$1.82K
38 39
40
41 42

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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.