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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
CGNX icon
301
Cognex
CGNX
$10.4B
$1.42M 0.03%
18,265
-874
-5% -$70.5K
D icon
302
Dominion Energy
D
$60.1B
$1.41M 0.03%
18,002
-8,558
-32% -$644K
YUM icon
303
Yum! Brands
YUM
$40.2B
$1.41M 0.03%
10,139
-4,344
-30% -$556K
MGM icon
304
MGM Resorts International
MGM
$11B
$1.4M 0.03%
31,243
-10,112
-24% -$454K
EXPO icon
305
Exponent
EXPO
$3.16B
$1.4M 0.03%
11,955
-2,084
-15% -$245K
FANG icon
306
Diamondback Energy
FANG
$56.1B
$1.4M 0.03%
12,941
+814
+7% +$88.2K
IFF icon
307
International Flavors & Fragrances
IFF
$21.6B
$1.38M 0.03%
9,139
+3,785
+71% +$551K
SYNH
308
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$1.37M 0.03%
13,363
+496
+4% +$47.6K
BAC.PRL icon
309
Bank of America Series L
BAC.PRL
$4.01B
$1.36M 0.03%
+944
New +$1.36M
SONY icon
310
Sony
SONY
$137B
$1.36M 0.03%
53,870
-2,645
-5% -$63K
IJT icon
311
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.39B
$1.33M 0.03%
9,579
-1,259
-12% -$171K
SLAB icon
312
Silicon Laboratories
SLAB
$7.22B
$1.33M 0.03%
6,427
-221
-3% -$40.7K
LAD icon
313
Lithia Motors
LAD
$8.25B
$1.32M 0.03%
4,431
-115
-3% -$35.5K
CVCO icon
314
Cavco Industries
CVCO
$4.54B
$1.3M 0.03%
4,087
-157
-4% -$43.7K
GM icon
315
General Motors
GM
$76.4B
$1.29M 0.03%
22,080
-7,570
-26% -$442K
AMD icon
316
Advanced Micro Devices
AMD
$800B
$1.29M 0.03%
8,993
-8,031
-47% -$1.08M
FAF icon
317
First American
FAF
$7.37B
$1.29M 0.03%
16,468
-4,625
-22% -$345K
PNFP icon
318
Pinnacle Financial Partners Inc
PNFP
$16B
$1.28M 0.03%
13,432
-588
-4% -$57.5K
GILD icon
319
Gilead Sciences
GILD
$169B
$1.27M 0.03%
17,524
-5,080
-22% -$350K
CTVA icon
320
Corteva
CTVA
$50.1B
$1.25M 0.03%
26,550
-11,370
-30% -$518K
GNMA icon
321
iShares GNMA Bond ETF
GNMA
$432M
$1.25M 0.03%
25,193
+1,600
+7% +$79.7K
AN icon
322
AutoNation
AN
$6.83B
$1.25M 0.03%
10,666
-3,775
-26% -$454K
SYK icon
323
Stryker
SYK
$131B
$1.25M 0.03%
4,660
-1,131
-20% -$297K
EXP icon
324
Eagle Materials
EXP
$6.38B
$1.24M 0.03%
7,441
-209
-3% -$32.1K
MO icon
325
Altria Group
MO
$108B
$1.23M 0.03%
25,966
-27,560
-51% -$1.26M
11 12
13
14 15

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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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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.