We are live on ! Find out more
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
LEXEA
1001
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
$2K ﹤0.01%
+51
New +$2.16K
RGC
1002
DELISTED
Regal Entertainment Group
RGC
$2K ﹤0.01%
+100
New +$2.22K
ALR
1003
DELISTED
Alere Inc
ALR
$2K ﹤0.01%
+55
New +$2.23K
ENH
1004
DELISTED
Endurance Specialty Holdings Ltd
ENH
$2K ﹤0.01%
+24
New +$2.2K
CRC
1005
DELISTED
California Resources Corporation
CRC
$2K ﹤0.01%
90
-19
-17% -$278
LPNT
1006
DELISTED
LifePoint Health, Inc.
LPNT
$2K ﹤0.01%
+37
New +$2.14K
AA icon
1007
Alcoa
AA
$13.6B
$1K ﹤0.01%
+44
New +$1.2K
DDD icon
1008
3D Systems Corp
DDD
$611M
$1K ﹤0.01%
100
– –
DJP icon
1009
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
$1K ﹤0.01%
48
– –
FBIN icon
1010
Fortune Brands Innovations
FBIN
$5.73B
$1K ﹤0.01%
23
-679
-97% -$32.1K
NSPR icon
1011
InspireMD
NSPR
$37.5M
– –
0
– –
RMR icon
1012
The RMR Group
RMR
$335M
$1K ﹤0.01%
35
-200
-85% -$7.75K
SAN icon
1013
Banco Santander
SAN
$210B
$1K ﹤0.01%
291
+3
+1% +$14
UE icon
1014
Urban Edge Properties
UE
$2.75B
$1K ﹤0.01%
37
– –
VPG icon
1015
Vishay Precision Group
VPG
$864M
$1K ﹤0.01%
50
– –
VYX icon
1016
NCR Voyix
VYX
$1.09B
$1K ﹤0.01%
41
– –
MNDT
1017
DELISTED
Mandiant, Inc. Common Stock
MNDT
$1K ﹤0.01%
+100
New +$1.3K
CEL
1018
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
VIAB
1019
DELISTED
Viacom Inc. Class B
VIAB
$1K ﹤0.01%
37
– –
CASM
1020
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
500
– –
ANCX
1021
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
RLOG
1022
DELISTED
Rand Logistics, Inc.
RLOG
$1K ﹤0.01%
+1,000
New +$854
SFR
1023
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
EGL
1024
DELISTED
Engility Holdings, Inc.
EGL
$1K ﹤0.01%
33
– –
ACM icon
1025
Aecom
ACM
$9.42B
– –
-300
Closed -$9K
39 40
41
42 43

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.