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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
+9.17%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.16B
AUM Growth
-$320M
Cap. Flow
-$662M
Cap. Flow %
-15.89%
Top 10 Hldgs %
23.93%
Holding
746
New
24
Increased
91
Reduced
521
Closed
76

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M
2
CE icon
Celanese
CE
+$1.89M
3
O icon
Realty Income
O
+$1.79M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.74M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.69M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$53.6M
2
AAPL icon
Apple
AAPL
+$31.3M
3
MSFT icon
Microsoft
MSFT
+$20.5M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$17.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.8M

Sector Composition

Rank Sector Weight
1 Technology 14.92%
2 Healthcare 9.01%
3 Consumer Discretionary 8.81%
4 Financials 8.81%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
226
Cardinal Health
CAH
$56.3B
$2.17M 0.05%
42,177
+12,198
+41% +$598K
BPOP icon
227
Popular Inc
BPOP
$11.2B
$2.17M 0.05%
26,457
-8,410
-24% -$682K
PSX icon
228
Phillips 66
PSX
$89.5B
$2.17M 0.05%
29,915
-8,298
-22% -$627K
NTAP icon
229
NetApp
NTAP
$38.9B
$2.16M 0.05%
23,449
-4,218
-15% -$380K
GS icon
230
Goldman Sachs
GS
$301B
$2.15M 0.05%
5,627
-3,958
-41% -$1.57M
HEDJ icon
231
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$2.15M 0.05%
53,556
+660
+1% +$26K
PRU icon
232
Prudential Financial
PRU
$42.2B
$2.13M 0.05%
19,630
-5,932
-23% -$644K
SYY icon
233
Sysco
SYY
$40.3B
$2.1M 0.05%
26,701
-7,323
-22% -$564K
ATCO
234
DELISTED
Atlas Corp.
ATCO
$2.07M 0.05%
145,905
+13,668
+10% +$193K
SWK icon
235
Stanley Black & Decker
SWK
$15.7B
$2M 0.05%
10,624
-33
-0.3% -$6.09K
IP icon
236
International Paper
IP
$22.1B
$1.99M 0.05%
42,376
-10,899
-20% -$538K
BHB icon
237
Bar Harbor Bankshares
BHB
$667M
$1.97M 0.05%
67,965
+14,802
+28% +$437K
VOO icon
238
Vanguard S&P 500 ETF
VOO
$1.03T
$1.96M 0.05%
4,484
-56
-1% -$23.6K
VIG icon
239
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.94M 0.05%
11,281
-3,545
-24% -$584K
HCA icon
240
HCA Healthcare
HCA
$89.1B
$1.92M 0.05%
7,455
+5,511
+283% +$1.35M
REGN icon
241
Regeneron Pharmaceuticals
REGN
$82.1B
$1.89M 0.05%
2,993
+2,503
+511% +$1.54M
BJ icon
242
BJs Wholesale Club
BJ
$12B
$1.89M 0.05%
28,179
-393
-1% -$24.5K
JNK icon
243
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$1.88M 0.05%
17,311
-1,145
-6% -$124K
O icon
244
Realty Income
O
$58.6B
$1.87M 0.04%
+26,081
New +$1.79M
KHC icon
245
Kraft Heinz
KHC
$29.2B
$1.86M 0.04%
51,930
+2,045
+4% +$73.5K
XLF icon
246
State Street Financial Select Sector SPDR ETF
XLF
$59B
$1.85M 0.04%
47,510
-19,875
-29% -$781K
FDX icon
247
FedEx
FDX
$76.3B
$1.85M 0.04%
7,156
-2,412
-25% -$579K
IR icon
248
Ingersoll Rand
IR
$33B
$1.85M 0.04%
29,892
-1,179
-4% -$67.1K
STE icon
249
Steris
STE
$23.2B
$1.85M 0.04%
7,595
-705
-8% -$161K
CTLT
250
DELISTED
CATALENT, INC.
CTLT
$1.82M 0.04%
14,239
-579
-4% -$74.4K
8 9
10
11 12

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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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People's United Financial's Q4 2021 Portfolio in Review

As of Q4 2021, People's United Financial held 746 positions worth $4.16B, down 7.1% from $4.48B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial withdrew a net $662M in Q4 2021, closing 76 positions and reducing 521 holdings. Its most notable exit was Datadog, an estimated $2.16M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, People's United Financial opened a new position in Realty Income worth $1.87M.

  • People's United Financial's largest Q4 2021 buy was Realty Income: 26,081 shares worth $1.87M.
  • People's United Financial added most to iShares Core US Aggregate Bond ETF in Q4 2021, an estimated $2.11M increase.
  • People's United Financial's biggest Q4 2021 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $53.6M.
  • People's United Financial fully exited Datadog in Q4 2021, selling an estimated $2.16M.
  • People's United Financial's ten largest holdings make up 24% of its $4.16B portfolio in Q4 2021.
  • People's United Financial opened 24 new positions and closed 76 in Q4 2021.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $4.16B.

Based on People's United Financial's 13F filing for Q4 2021, filed 14 Feb 2022.