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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$90.3M 3.34%
741,587
+2,353
+0.3% +$276K
AAPL icon
2
Apple
AAPL
$4.54T
$79.9M 2.96%
2,759,140
+639,188
+30% +$18.1M
BWX icon
3
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$64.1M 2.37%
2,467,670
+2,466,538
+217,892% +$66.4M
JPM icon
4
JPMorgan Chase
JPM
$935B
$55.6M 2.06%
644,547
+37,212
+6% +$2.84M
MSFT icon
5
Microsoft
MSFT
$3.45T
$55.5M 2.05%
893,100
+157,125
+21% +$9.45M
EEM icon
6
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$55.4M 2.05%
1,582,259
+1,528,410
+2,838% +$55.1M
BWZ icon
7
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$54.1M 2%
+1,849,247
New +$56.1M
XOM icon
8
ExxonMobil
XOM
$644B
$53.2M 1.97%
589,883
+32,364
+6% +$2.83M
JNJ icon
9
Johnson & Johnson
JNJ
$618B
$47M 1.74%
407,563
+31,680
+8% +$3.66M
HD icon
10
Home Depot
HD
$331B
$44.8M 1.66%
334,133
+57,086
+21% +$7.36M
INTC icon
11
Intel
INTC
$455B
$37.9M 1.4%
1,043,555
+145,541
+16% +$5.21M
GE icon
12
GE Aerospace
GE
$374B
$35.8M 1.32%
236,158
+20,300
+9% +$2.95M
PG icon
13
Procter & Gamble
PG
$336B
$35.2M 1.3%
418,416
+28,441
+7% +$2.42M
SHY icon
14
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$32.1M 1.19%
380,136
+374,301
+6,415% +$31.7M
DIS icon
15
Walt Disney
DIS
$167B
$31M 1.15%
297,491
+34,533
+13% +$3.37M
BA icon
16
Boeing
BA
$171B
$30.8M 1.14%
197,919
+13,240
+7% +$1.93M
CVX icon
17
Chevron
CVX
$392B
$29.1M 1.08%
246,904
+31,504
+15% +$3.43M
PEP icon
18
PepsiCo
PEP
$190B
$28.4M 1.05%
271,591
+45,878
+20% +$4.8M
CSCO icon
19
Cisco
CSCO
$457B
$27M 1%
894,030
+80,091
+10% +$2.44M
HON icon
20
Honeywell
HON
$77B
$26.9M 1%
257,021
+22,354
+10% +$2.27M
T icon
21
AT&T
T
$159B
$26.3M 0.97%
817,365
+196,992
+32% +$5.81M
MMM icon
22
3M
MMM
$90.9B
$25.5M 0.94%
170,729
+14,380
+9% +$2.08M
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.36T
$22.6M 0.84%
585,200
+164,040
+39% +$6.39M
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.1T
$22.2M 0.82%
136,166
+19,869
+17% +$3.06M
WFC icon
25
Wells Fargo
WFC
$261B
$21.9M 0.81%
398,004
-144,606
-27% -$7.27M
1
2 3 4 5

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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.