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
CHL
176
DELISTED
China Mobile Limited
CHL
$2.46M 0.09%
46,965
+12,981
+38% +$729K
AFL icon
177
Aflac
AFL
$61.6B
$2.46M 0.09%
70,546
+25,614
+57% +$902K
TWX
178
DELISTED
Time Warner Inc
TWX
$2.39M 0.09%
24,728
+7,556
+44% +$673K
XLK icon
179
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.29M 0.08%
94,918
+11,614
+14% +$277K
MKTX icon
180
MarketAxess Holdings
MKTX
$5.72B
$2.29M 0.08%
15,600
-509
-3% -$80.9K
HAR
181
DELISTED
Harman International Industries
HAR
$2.29M 0.08%
20,626
-11,369
-36% -$1.1M
MCK icon
182
McKesson
MCK
$103B
$2.29M 0.08%
16,280
+13,906
+586% +$2.05M
ACC
183
DELISTED
American Campus Communities, Inc.
ACC
$2.27M 0.08%
45,629
+12,041
+36% +$581K
TFC icon
184
Truist Financial
TFC
$63.5B
$2.26M 0.08%
48,124
+14,668
+44% +$624K
HCKT icon
185
Hackett Group
HCKT
$283M
$2.24M 0.08%
+127,000
New +$2.15M
NFLX icon
186
Netflix
NFLX
$315B
$2.23M 0.08%
180,550
+166,300
+1,167% +$1.97M
EBIX
187
DELISTED
Ebix Inc
EBIX
$2.21M 0.08%
+38,799
New +$2.25M
RPM icon
188
RPM International
RPM
$14.7B
$2.19M 0.08%
40,769
-395
-1% -$20.2K
STRA icon
189
Strategic Education
STRA
$1.89B
$2.18M 0.08%
+27,089
New +$1.77M
AEG icon
190
Aegon
AEG
$14B
$2.18M 0.08%
512,714
-28,004
-5% -$104K
ED icon
191
Consolidated Edison
ED
$39.2B
$2.17M 0.08%
29,400
+6,550
+29% +$473K
FDX icon
192
FedEx
FDX
$77B
$2.17M 0.08%
11,629
+1,592
+16% +$292K
MTB icon
193
M&T Bank
MTB
$36.1B
$2.15M 0.08%
13,770
+1,621
+13% +$219K
HAL icon
194
Halliburton
HAL
$27.9B
$2.13M 0.08%
39,380
+7,161
+22% +$357K
ETN icon
195
Eaton
ETN
$173B
$2.11M 0.08%
31,512
-4,332
-12% -$284K
IBB icon
196
iShares Biotechnology ETF
IBB
$9.8B
$2.11M 0.08%
23,859
-90
-0.4% -$8.19K
BP icon
197
BP
BP
$110B
$2.11M 0.08%
65,898
+178
+0.3% +$5.36K
CLX icon
198
Clorox
CLX
$13B
$2.1M 0.08%
17,465
+3,596
+26% +$424K
PX
199
DELISTED
Praxair Inc
PX
$2.09M 0.08%
17,851
-103
-0.6% -$12.2K
WBS icon
200
Webster Financial
WBS
$12.8B
$2.08M 0.08%
38,343
+2,724
+8% +$125K
6 7
8
9 10

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.