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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
MANH icon
326
Manhattan Associates
MANH
$11.4B
$1.23M 0.03%
7,907
-401
-5% -$65.1K
XLY icon
327
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$1.22M 0.03%
11,924
-240
-2% -$23.9K
DORM icon
328
Dorman Products
DORM
$3.95B
$1.21M 0.03%
10,743
-420
-4% -$45.6K
VCSH icon
329
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.21M 0.03%
14,927
-9,155
-38% -$748K
RSG icon
330
Republic Services
RSG
$65.9B
$1.21M 0.03%
8,680
+3,539
+69% +$470K
ZBH icon
331
Zimmer Biomet
ZBH
$18.5B
$1.2M 0.03%
9,759
-845
-8% -$111K
MAN icon
332
ManpowerGroup
MAN
$2.62B
$1.2M 0.03%
12,326
+1,958
+19% +$197K
COIN icon
333
Coinbase
COIN
$39.2B
$1.18M 0.03%
4,663
-80
-2% -$23.3K
GTES icon
334
Gates Industrial Corporation Ltd.
GTES
$7.2B
$1.16M 0.03%
73,056
+1,965
+3% +$32.2K
IGSB icon
335
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.16M 0.03%
21,547
-7,161
-25% -$388K
BAH icon
336
Booz Allen Hamilton
BAH
$9.45B
$1.15M 0.03%
13,605
-1,139
-8% -$96.1K
KWR icon
337
Quaker Houghton
KWR
$2.94B
$1.15M 0.03%
5,001
-198
-4% -$47.9K
KEYS icon
338
Keysight
KEYS
$58.7B
$1.14M 0.03%
5,502
-2,339
-30% -$438K
XYZ
339
Block Inc
XYZ
$47.5B
$1.13M 0.03%
6,981
-1,885
-21% -$408K
TEAM icon
340
Atlassian
TEAM
$39.1B
$1.12M 0.03%
2,932
+2,325
+383% +$934K
PAYX icon
341
Paychex
PAYX
$43.1B
$1.11M 0.03%
8,107
-1,664
-17% -$206K
TEL icon
342
TE Connectivity
TEL
$63.3B
$1.11M 0.03%
6,856
-1,831
-21% -$283K
DVN icon
343
Devon Energy
DVN
$49.9B
$1.1M 0.03%
24,952
+4,412
+21% +$183K
SAP icon
344
SAP
SAP
$242B
$1.1M 0.03%
7,830
-8
-0.1% -$1.12K
BURL icon
345
Burlington
BURL
$22.6B
$1.08M 0.03%
3,717
-270
-7% -$75.9K
EOG icon
346
EOG Resources
EOG
$75.2B
$1.08M 0.03%
+12,158
New +$1.09M
IEFA icon
347
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.07M 0.03%
14,373
-10,591
-42% -$796K
PPG icon
348
PPG Industries
PPG
$25.8B
$1.07M 0.03%
6,180
-1,036
-14% -$166K
NSC icon
349
Norfolk Southern
NSC
$75.2B
$1.06M 0.03%
3,571
-173
-5% -$48.3K
AGO icon
350
Assured Guaranty
AGO
$3.31B
$1.05M 0.03%
20,982
-6,111
-23% -$314K
12 13
14
15 16

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SCC
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BAM
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ACI
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ACM
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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.