We are live on ! Find out more
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
FSS icon
376
Federal Signal
FSS
$7.86B
$904K 0.02%
20,858
+40
+0.2% +$1.74K
BRK.A icon
377
Berkshire Hathaway Class A
BRK.A
$1.11T
$901K 0.02%
2
– –
PIPR icon
378
Piper Sandler
PIPR
$5.35B
$899K 0.02%
20,152
+396
+2% +$16.8K
MRNA icon
379
Moderna
MRNA
$24.2B
$898K 0.02%
3,534
+1,215
+52% +$355K
SPEM icon
380
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$895K 0.02%
21,578
-12,302
-36% -$526K
PII icon
381
Polaris
PII
$3.99B
$892K 0.02%
8,118
-99
-1% -$11.7K
IMTM icon
382
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.28B
$887K 0.02%
23,336
+21
+0.1% +$820
CLX icon
383
Clorox
CLX
$13.1B
$886K 0.02%
5,081
-6,500
-56% -$1.08M
ROCK icon
384
Gibraltar Industries
ROCK
$1.48B
$878K 0.02%
13,166
-272
-2% -$19.4K
MSM icon
385
MSC Industrial Direct
MSM
$6.7B
$877K 0.02%
10,433
-3,615
-26% -$302K
ATR icon
386
AptarGroup
ATR
$8.57B
$860K 0.02%
7,023
-117
-2% -$14.6K
CHTR icon
387
Charter Communications
CHTR
$18.8B
$855K 0.02%
1,311
-409
-24% -$278K
PKG icon
388
Packaging Corp of America
PKG
$22.9B
$851K 0.02%
+6,249
New +$841K
IDA icon
389
Idacorp
IDA
$8.11B
$849K 0.02%
7,490
-77
-1% -$8.2K
RS icon
390
Reliance Steel & Aluminium
RS
$21.6B
$849K 0.02%
5,236
-1,781
-25% -$275K
KNSL icon
391
Kinsale Capital Group
KNSL
$8.53B
$842K 0.02%
3,540
-1
-0% -$197
BKNG icon
392
Booking.com
BKNG
$160B
$837K 0.02%
8,725
-1,125
-11% -$107K
GBCI icon
393
Glacier Bancorp
GBCI
$6.39B
$837K 0.02%
14,760
-326
-2% -$18.5K
STT icon
394
State Street
STT
$51.4B
$836K 0.02%
8,993
-328
-4% -$30.9K
YUMC icon
395
Yum China
YUMC
$16.3B
$833K 0.02%
16,720
-4,626
-22% -$251K
AGR
396
DELISTED
Avangrid, Inc.
AGR
$831K 0.02%
16,659
-6,198
-27% -$314K
WCC
397
WESCO International
WCC
$17.8B
$827K 0.02%
6,282
-1,679
-21% -$215K
ASML icon
398
ASML
ASML
$691B
$815K 0.02%
1,024
-1,080
-51% -$858K
WY icon
399
Weyerhaeuser
WY
$18B
$815K 0.02%
19,798
-2,804
-12% -$106K
IVZ icon
400
Invesco
IVZ
$13.8B
$812K 0.02%
35,285
-73,620
-68% -$1.79M
14 15
16
17 18

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.