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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
STT icon
151
State Street
STT
$51B
$3.47M 0.13%
44,663
+2,793
+7% +$210K
MAR icon
152
Marriott International
MAR
$91.2B
$3.37M 0.12%
40,768
+28,701
+238% +$2.16M
CI icon
153
Cigna
CI
$74.4B
$3.34M 0.12%
25,069
+14,641
+140% +$1.92M
ZBH icon
154
Zimmer Biomet
ZBH
$18.4B
$3.25M 0.12%
32,490
+19,660
+153% +$2.11M
OMC icon
155
Omnicom Group
OMC
$22.9B
$3.22M 0.12%
37,838
-2,455
-6% -$206K
ESRX
156
DELISTED
Express Scripts Holding Company
ESRX
$3.21M 0.12%
46,643
+8,962
+24% +$642K
LHX icon
157
L3Harris
LHX
$54.5B
$3.19M 0.12%
31,094
+15,008
+93% +$1.48M
TTE icon
158
TotalEnergies
TTE
$193B
$3.18M 0.12%
503,018,516
+107,295,660
+27% +$644K
SCHW
159
Charles Schwab
SCHW
$189B
$3.14M 0.12%
79,634
+20,843
+35% +$745K
NKE icon
160
Nike
NKE
$61.8B
$3.12M 0.12%
61,278
+16,845
+38% +$864K
NSC icon
161
Norfolk Southern
NSC
$75.5B
$3.09M 0.11%
28,562
-74
-0.3% -$7.47K
TXN icon
162
Texas Instruments
TXN
$259B
$3.07M 0.11%
42,082
+10,119
+32% +$722K
KHC icon
163
Kraft Heinz
KHC
$29.4B
$3.03M 0.11%
34,740
+7,128
+26% +$610K
IJS icon
164
iShares S&P Small-Cap 600 Value ETF
IJS
$8.32B
$2.93M 0.11%
41,906
+41,892
+299,229% +$2.74M
DOC
165
DELISTED
PHYSICIANS REALTY TRUST
DOC
$2.92M 0.11%
153,991
+142,475
+1,237% +$2.7M
D icon
166
Dominion Energy
D
$59B
$2.91M 0.11%
38,061
-1,107
-3% -$81.6K
XLF icon
167
State Street Financial Select Sector SPDR ETF
XLF
$59.2B
$2.86M 0.11%
123,135
+4,704
+4% +$101K
PHG icon
168
Philips
PHG
$26.3B
$2.78M 0.1%
122,833
+4,087
+3% +$89.1K
AXP icon
169
American Express
AXP
$229B
$2.73M 0.1%
36,826
+5,721
+18% +$396K
SO icon
170
Southern Company
SO
$105B
$2.73M 0.1%
55,428
+5,642
+11% +$277K
BDX icon
171
Becton Dickinson
BDX
$48.5B
$2.7M 0.1%
16,712
-635
-4% -$105K
LYB icon
172
LyondellBasell Industries
LYB
$19.7B
$2.65M 0.1%
30,861
+19,580
+174% +$1.64M
DD icon
173
DuPont de Nemours
DD
$19.2B
$2.63M 0.1%
18,186
+6,498
+56% +$905K
HSBC icon
174
HSBC
HSBC
$355B
$2.58M 0.1%
70,986
+8,329
+13% +$295K
MCHP icon
175
Microchip Technology
MCHP
$44.9B
$2.5M 0.09%
78,012
+19,296
+33% +$607K
5 6
7
8 9

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BAM
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ACI
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ACM
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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.