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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
VTR icon
126
Ventas
VTR
$47B
$4.58M 0.17%
73,232
+4,395
+6% +$278K
WMT icon
127
Walmart Inc
WMT
$889B
$4.53M 0.17%
196,413
+65,547
+50% +$1.53M
UPS icon
128
United Parcel Service
UPS
$88.7B
$4.39M 0.16%
38,309
+1,294
+3% +$146K
CL icon
129
Colgate-Palmolive
CL
$74.2B
$4.35M 0.16%
66,503
+6,644
+11% +$456K
UNP icon
130
Union Pacific
UNP
$174B
$4.34M 0.16%
41,879
+4,953
+13% +$487K
CSX icon
131
CSX Corp
CSX
$92.9B
$4.31M 0.16%
359,658
-19,956
-5% -$224K
SPG icon
132
Simon Property Group
SPG
$71.2B
$4.13M 0.15%
23,236
+18,354
+376% +$3.41M
VTV icon
133
Vanguard Morningstar Value ETF
VTV
$192B
$4.08M 0.15%
43,882
+43,855
+162,426% +$3.93M
VR
134
DELISTED
Validus Hold Ltd
VR
$4.05M 0.15%
+73,698
New +$3.9M
RDS.A
135
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$4.04M 0.15%
76,841
-7,313
-9% -$364K
QCOM icon
136
Qualcomm
QCOM
$172B
$4M 0.15%
61,388
+21,903
+55% +$1.47M
BNY
137
Bank of New York Mellon
BNY
$108B
$3.99M 0.15%
84,184
+12,571
+18% +$567K
PSA icon
138
Public Storage
PSA
$60.3B
$3.95M 0.15%
17,659
-909
-5% -$193K
IVE icon
139
iShares S&P 500 Value ETF
IVE
$49.9B
$3.82M 0.14%
37,682
+13,996
+59% +$1.37M
MAA icon
140
Mid-America Apartment Communities
MAA
$15.4B
$3.81M 0.14%
38,875
+26,561
+216% +$2.44M
SWK icon
141
Stanley Black & Decker
SWK
$15.4B
$3.8M 0.14%
33,091
-1,446
-4% -$172K
AMED
142
DELISTED
Amedisys
AMED
$3.79M 0.14%
+88,885
New +$3.78M
EMR icon
143
Emerson Electric
EMR
$89B
$3.78M 0.14%
67,775
-7,595
-10% -$409K
RSP icon
144
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$3.69M 0.14%
42,538
+4,714
+12% +$398K
ABMD
145
DELISTED
Abiomed Inc
ABMD
$3.65M 0.14%
+32,426
New +$3.76M
GS icon
146
Goldman Sachs
GS
$300B
$3.64M 0.13%
15,192
+2,048
+16% +$416K
GLW icon
147
Corning
GLW
$138B
$3.58M 0.13%
147,418
+1,881
+1% +$44.7K
WBA
148
DELISTED
Walgreens Boots Alliance
WBA
$3.58M 0.13%
43,186
+19,762
+84% +$1.63M
APD icon
149
Air Products & Chemicals
APD
$68.1B
$3.53M 0.13%
24,540
-4,231
-15% -$592K
AVB icon
150
AvalonBay Communities
AVB
$26.2B
$3.52M 0.13%
19,889
+17,280
+662% +$2.91M
4 5
6
7 8

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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.