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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
BAC icon
101
Bank of America
BAC
$444B
$6.55M 0.24%
296,535
+87,377
+42% +$1.68M
PAYX icon
102
Paychex
PAYX
$42.6B
$6.43M 0.24%
105,623
+16,829
+19% +$970K
PM icon
103
Philip Morris
PM
$292B
$6.3M 0.23%
68,845
+22,596
+49% +$2.09M
EA
104
DELISTED
Electronic Arts
EA
$5.98M 0.22%
75,933
+75,915
+421,750% +$6.11M
TIP icon
105
iShares TIPS Bond ETF
TIP
$14.7B
$5.86M 0.22%
51,753
+2,080
+4% +$238K
LUV icon
106
Southwest Airlines
LUV
$22.5B
$5.57M 0.21%
111,768
+87,463
+360% +$3.92M
MA icon
107
Mastercard
MA
$493B
$5.54M 0.2%
53,611
+39,104
+270% +$4.05M
LOW icon
108
Lowe's Companies
LOW
$123B
$5.49M 0.2%
77,206
+40,442
+110% +$2.86M
FTV icon
109
Fortive
FTV
$18.5B
$5.44M 0.2%
160,863
+53,903
+50% +$1.78M
AWK icon
110
American Water Works
AWK
$26.5B
$5.42M 0.2%
74,880
+3,544
+5% +$256K
SHM icon
111
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$5.25M 0.19%
+109,478
New +$5.29M
COP icon
112
ConocoPhillips
COP
$145B
$5.2M 0.19%
103,711
+14,285
+16% +$659K
BURL icon
113
Burlington
BURL
$23.4B
$5.07M 0.19%
59,782
+50,813
+567% +$4.1M
ELV icon
114
Elevance Health
ELV
$86.8B
$5.05M 0.19%
35,132
+34,828
+11,457% +$4.66M
GSK icon
115
GSK
GSK
$104B
$5.01M 0.19%
104,192
-1,064
-1% -$52.6K
FISV
116
Fiserv Inc
FISV
$28.1B
$5M 0.19%
94,066
-32
-0% -$1.64K
IWB icon
117
iShares Russell 1000 ETF
IWB
$50.2B
$4.95M 0.18%
39,790
+1,862
+5% +$226K
GPC icon
118
Genuine Parts
GPC
$18.3B
$4.92M 0.18%
51,505
-4,679
-8% -$446K
TRV icon
119
Travelers Companies
TRV
$79.5B
$4.9M 0.18%
40,030
+13,708
+52% +$1.57M
PRU icon
120
Prudential Financial
PRU
$42B
$4.84M 0.18%
46,521
+20,346
+78% +$1.93M
CENTA icon
121
Central Garden & Pet Co Class A
CENTA
$2.39B
$4.82M 0.18%
+195,160
New +$4.23M
LSBG
122
DELISTED
Lake Sunapee Bank Group
LSBG
$4.79M 0.18%
203,251
– –
MDLZ icon
123
Mondelez International
MDLZ
$78.6B
$4.78M 0.18%
107,717
+13,122
+14% +$565K
CMCSA icon
124
Comcast
CMCSA
$89.2B
$4.77M 0.18%
138,220
+46,558
+51% +$1.55M
LRCX icon
125
Lam Research
LRCX
$390B
$4.73M 0.18%
447,270
-1,325,190
-75% -$13.5M
3 4
5
6 7

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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.