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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
INFO
201
DELISTED
IHS Markit Ltd. Common Shares
INFO
$2.07M 0.08%
58,518
-4,337
-7% -$156K
DG icon
202
Dollar General
DG
$27.3B
$2.06M 0.08%
+27,795
New +$2.03M
LNC icon
203
Lincoln National
LNC
$8.76B
$2.06M 0.08%
+31,064
New +$1.81M
IVW icon
204
iShares S&P 500 Growth ETF
IVW
$77.7B
$2.06M 0.08%
67,572
+6,072
+10% +$183K
AZN icon
205
AstraZeneca
AZN
$252B
$2.05M 0.08%
37,478
-2,825
-7% -$160K
COR
206
DELISTED
Coresite Realty Corporation
COR
$2.04M 0.08%
+25,748
New +$1.89M
GT icon
207
Goodyear
GT
$1.75B
$2.03M 0.08%
65,707
+50,306
+327% +$1.56M
UVE icon
208
Universal Insurance Holdings
UVE
$1.22B
$2.02M 0.07%
+71,098
New +$1.69M
SYK icon
209
Stryker
SYK
$131B
$2.02M 0.07%
16,826
+7,164
+74% +$824K
SNN icon
210
Smith & Nephew
SNN
$12.5B
$2.01M 0.07%
66,934
+5,341
+9% +$157K
F icon
211
Ford
F
$55.9B
$2M 0.07%
165,286
-4,371
-3% -$53K
MIDD icon
212
Middleby
MIDD
$5.91B
$2M 0.07%
15,530
-744
-5% -$93.6K
PKG icon
213
Packaging Corp of America
PKG
$22.7B
$1.98M 0.07%
23,318
+5,406
+30% +$453K
HLF icon
214
Herbalife
HLF
$1.23B
$1.97M 0.07%
+81,738
New +$2.23M
AER icon
215
AerCap
AER
$23.7B
$1.96M 0.07%
47,144
-879
-2% -$37K
MON
216
DELISTED
Monsanto Co
MON
$1.96M 0.07%
18,636
+4,824
+35% +$495K
IWM icon
217
iShares Russell 2000 ETF
IWM
$81.5B
$1.95M 0.07%
14,476
+3,405
+31% +$435K
FMS icon
218
Fresenius Medical Care
FMS
$13B
$1.92M 0.07%
45,522
-847
-2% -$34.6K
PE
219
DELISTED
PARSLEY ENERGY INC
PE
$1.85M 0.07%
+52,635
New +$1.86M
DUK icon
220
Duke Energy
DUK
$95.1B
$1.85M 0.07%
23,881
+6,006
+34% +$460K
BBVA icon
221
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1.83M 0.07%
275,524
-11,296
-4% -$72.9K
PYPL icon
222
PayPal
PYPL
$50.2B
$1.81M 0.07%
45,850
+11,135
+32% +$448K
VNO icon
223
Vornado Realty Trust
VNO
$7.23B
$1.8M 0.07%
21,385
+21,292
+22,895% +$1.67M
ORAN
224
DELISTED
Orange
ORAN
$1.79M 0.07%
118,491
+3,918
+3% +$58.5K
C icon
225
Citigroup
C
$228B
$1.79M 0.07%
30,124
+20,162
+202% +$1.09M
7 8
9
10 11

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BAM
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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.