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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
PH icon
251
Parker-Hannifin
PH
$134B
$1.8M 0.04%
5,644
-1,132
-17% -$350K
HZNP
252
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$1.78M 0.04%
16,540
-1,689
-9% -$184K
VTRS icon
253
Viatris
VTRS
$18.7B
$1.78M 0.04%
131,577
+17,112
+15% +$229K
VICI icon
254
VICI Properties
VICI
$28.6B
$1.78M 0.04%
59,087
+5,006
+9% +$145K
ETN icon
255
Eaton
ETN
$178B
$1.75M 0.04%
10,136
-2,634
-21% -$437K
IWS icon
256
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$1.74M 0.04%
14,240
-8,263
-37% -$986K
SJM icon
257
J.M. Smucker
SJM
$12.5B
$1.74M 0.04%
12,827
-8,571
-40% -$1.09M
DRI icon
258
Darden Restaurants
DRI
$24.9B
$1.72M 0.04%
11,431
+9,890
+642% +$1.46M
ESI icon
259
Element Solutions
ESI
$9.17B
$1.72M 0.04%
70,827
-12,040
-15% -$284K
RPM icon
260
RPM International
RPM
$14.9B
$1.71M 0.04%
16,940
-890
-5% -$81K
EQNR icon
261
Equinor
EQNR
$97.2B
$1.71M 0.04%
64,958
-10,065
-13% -$266K
UP icon
262
Wheels Up
UP
$194M
$1.71M 0.04%
1,838
– –
PB icon
263
Prosperity Bancshares
PB
$8.85B
$1.69M 0.04%
23,352
+1,534
+7% +$114K
VEA icon
264
Vanguard FTSE Developed Markets ETF
VEA
$236B
$1.68M 0.04%
32,903
-2,818
-8% -$145K
VBK icon
265
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$1.66M 0.04%
5,905
-21
-0.4% -$6.02K
GWX icon
266
State Street SPDR S&P International Small Cap ETF
GWX
$919M
$1.66M 0.04%
44,007
-12,029
-21% -$461K
SUI icon
267
Sun Communities
SUI
$14.5B
$1.66M 0.04%
7,899
-344
-4% -$67.8K
TTC icon
268
Toro Company
TTC
$9.41B
$1.64M 0.04%
16,439
-1,807
-10% -$180K
CRNC icon
269
Cerence
CRNC
$381M
$1.64M 0.04%
21,410
-4,239
-17% -$374K
NRG icon
270
NRG Energy
NRG
$25.2B
$1.63M 0.04%
37,744
+24,595
+187% +$966K
SCHX icon
271
Schwab US Large- Cap ETF
SCHX
$74.3B
$1.61M 0.04%
84,894
+306
+0.4% +$5.65K
HUBS icon
272
HubSpot
HUBS
$11B
$1.6M 0.04%
2,427
-961
-28% -$727K
DVY icon
273
iShares Select Dividend ETF
DVY
$23.7B
$1.59M 0.04%
13,014
-4,922
-27% -$587K
CME icon
274
CME Group
CME
$93.2B
$1.59M 0.04%
6,979
+2,174
+45% +$478K
AZN icon
275
AstraZeneca
AZN
$246B
$1.59M 0.04%
13,653
-266
-2% -$31.3K
9 10
11
12 13

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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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OSIA
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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.