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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
RBA icon
351
RB Global
RBA
$16B
$1.05M 0.03%
17,105
-1,210
-7% -$80.9K
NEOG icon
352
Neogen
NEOG
$2.49B
$1.04M 0.03%
23,020
-1,236
-5% -$52.9K
TXRH icon
353
Texas Roadhouse
TXRH
$13.9B
$1.04M 0.02%
11,613
-170
-1% -$15.1K
AEP icon
354
American Electric Power
AEP
$67.4B
$1.02M 0.02%
11,502
-1,571
-12% -$133K
CI icon
355
Cigna
CI
$72.6B
$1.01M 0.02%
4,413
-2,768
-39% -$588K
ODFL icon
356
Old Dominion Freight Line
ODFL
$44.1B
$1.01M 0.02%
5,634
-10,838
-66% -$1.83M
ITB icon
357
iShares US Home Construction ETF
ITB
$2.35B
$1.01M 0.02%
12,128
+183
+2% +$13.8K
OTIS icon
358
Otis Worldwide
OTIS
$28B
$1M 0.02%
11,544
-4,419
-28% -$370K
CIEN icon
359
Ciena
CIEN
$62.5B
$981K 0.02%
12,743
-4,774
-27% -$295K
GEN icon
360
Gen Digital
GEN
$17.2B
$978K 0.02%
37,642
-62,088
-62% -$1.57M
MTD icon
361
Mettler-Toledo International
MTD
$28.7B
$974K 0.02%
574
-153
-21% -$231K
ACC
362
DELISTED
American Campus Communities, Inc.
ACC
$971K 0.02%
16,941
-735
-4% -$39.2K
PCTY icon
363
Paylocity
PCTY
$7.66B
$969K 0.02%
4,104
-4
-0.1% -$1.06K
BDX icon
364
Becton Dickinson
BDX
$49.2B
$968K 0.02%
3,944
-1,253
-24% -$300K
OGE icon
365
OGE Energy
OGE
$9.65B
$967K 0.02%
25,188
-857
-3% -$30K
DUK icon
366
Duke Energy
DUK
$96.1B
$963K 0.02%
9,184
-727
-7% -$73.7K
COF icon
367
Capital One
COF
$136B
$959K 0.02%
6,610
-1,255
-16% -$194K
TKR icon
368
Timken Company
TKR
$8.94B
$950K 0.02%
13,707
-4,142
-23% -$290K
HSY icon
369
Hershey
HSY
$36.6B
$945K 0.02%
4,884
-2,375
-33% -$430K
USB icon
370
US Bancorp
USB
$101B
$938K 0.02%
16,704
-132,486
-89% -$7.84M
AROW icon
371
Arrow Financial
AROW
$725M
$930K 0.02%
28,008
+5,352
+24% +$181K
LHX icon
372
L3Harris
LHX
$52.8B
$915K 0.02%
4,289
-788
-16% -$175K
IWP icon
373
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$913K 0.02%
7,926
-2,284
-22% -$266K
WFC icon
374
Wells Fargo
WFC
$268B
$913K 0.02%
19,035
+525
+3% +$25.8K
IEF icon
375
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$910K 0.02%
7,909
– –
13 14
15
16 17

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IA
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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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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.