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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
ED icon
276
Consolidated Edison
ED
$39.8B
$1.57M 0.04%
18,448
-2,342
-11% -$184K
KR icon
277
Kroger
KR
$34.5B
$1.55M 0.04%
34,307
+17,235
+101% +$725K
BND icon
278
Vanguard Total Bond Market
BND
$161B
$1.55M 0.04%
18,306
-2,575
-12% -$219K
IEI icon
279
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.55M 0.04%
12,055
-106
-0.9% -$13.7K
PBE icon
280
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.53M 0.04%
21,550
– –
BNY
281
Bank of New York Mellon
BNY
$109B
$1.53M 0.04%
26,417
-2,103
-7% -$121K
SNA icon
282
Snap-on
SNA
$21.3B
$1.53M 0.04%
7,092
+386
+6% +$82.4K
RBC icon
283
RBC Bearings
RBC
$17.5B
$1.52M 0.04%
7,535
-356
-5% -$76.5K
KMI icon
284
Kinder Morgan
KMI
$70.1B
$1.52M 0.04%
95,736
+12,789
+15% +$213K
ACHC icon
285
Acadia Healthcare
ACHC
$2.9B
$1.51M 0.04%
24,818
-2,899
-10% -$173K
CL icon
286
Colgate-Palmolive
CL
$73.6B
$1.5M 0.04%
17,628
-4,011
-19% -$313K
LEA icon
287
Lear
LEA
$8.12B
$1.49M 0.04%
8,153
+459
+6% +$80.6K
ENTG icon
288
Entegris
ENTG
$23B
$1.49M 0.04%
10,761
-583
-5% -$81.5K
VOYA icon
289
Voya Financial
VOYA
$8.9B
$1.48M 0.04%
22,382
-1,816
-8% -$120K
NTRS icon
290
Northern Trust
NTRS
$34.4B
$1.48M 0.04%
12,359
+3,183
+35% +$381K
JEF icon
291
Jefferies Financial Group
JEF
$12.7B
$1.47M 0.04%
39,735
-44,248
-53% -$1.7M
RPD icon
292
Rapid7
RPD
$902M
$1.47M 0.04%
12,498
-243
-2% -$30K
SUB icon
293
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.46M 0.04%
13,624
+331
+2% +$35.5K
DFAC icon
294
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$1.46M 0.04%
50,473
-4,285
-8% -$121K
FIVE icon
295
Five Below
FIVE
$13B
$1.45M 0.03%
7,029
-255
-4% -$50.2K
LULU icon
296
lululemon athletica
LULU
$14.3B
$1.45M 0.03%
3,702
-1,568
-30% -$670K
MRO
297
DELISTED
Marathon Oil Corporation
MRO
$1.44M 0.03%
87,669
+67,173
+328% +$1.08M
MOH icon
298
Molina Healthcare
MOH
$10.2B
$1.43M 0.03%
4,504
-524
-10% -$156K
PLUG icon
299
Plug Power
PLUG
$3.1B
$1.43M 0.03%
50,670
-2
-0% -$69
DPZ icon
300
Domino's
DPZ
$11.8B
$1.43M 0.03%
2,527
-927
-27% -$471K
10 11
12
13 14

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IA
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SCC
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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
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.