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
GMED icon
401
Globus Medical
GMED
$11.3B
$811K 0.02%
11,226
-341
-3% -$24.8K
KKR icon
402
KKR & Co
KKR
$100B
$801K 0.02%
+10,747
New +$793K
WBA
403
DELISTED
Walgreens Boots Alliance
WBA
$797K 0.02%
15,285
-2,019
-12% -$97.8K
TSCO icon
404
Tractor Supply
TSCO
$18.3B
$794K 0.02%
16,640
-4,030
-19% -$176K
VTV icon
405
Vanguard Morningstar Value ETF
VTV
$193B
$792K 0.02%
5,381
-38
-0.7% -$5.43K
SDY icon
406
State Street SPDR S&P Dividend ETF
SDY
$22B
$780K 0.02%
6,042
-1,920
-24% -$239K
XLV icon
407
State Street Health Care Select Sector SPDR ETF
XLV
$43.4B
$776K 0.02%
5,508
+110
+2% +$14.6K
SPGI icon
408
S&P Global
SPGI
$120B
$760K 0.02%
1,611
-1,246
-44% -$570K
DEA
409
Easterly Government Properties
DEA
$1.14B
$753K 0.02%
13,149
-358
-3% -$19.3K
PHG icon
410
Philips
PHG
$26.1B
$753K 0.02%
24,741
-15,095
-38% -$513K
POR icon
411
Portland General Electric
POR
$5.7B
$750K 0.02%
14,163
-375
-3% -$18.7K
BR icon
412
Broadridge
BR
$19.4B
$744K 0.02%
4,067
-850
-17% -$149K
RY icon
413
Royal Bank of Canada
RY
$294B
$743K 0.02%
7,000
– –
GIS icon
414
General Mills
GIS
$20B
$740K 0.02%
10,981
-9,895
-47% -$629K
FTV icon
415
Fortive
FTV
$18.5B
$739K 0.02%
12,860
-2,732
-18% -$154K
ADI icon
416
Analog Devices
ADI
$192B
$733K 0.02%
4,173
-840
-17% -$149K
IGM icon
417
iShares Expanded Tech Sector ETF
IGM
$10.9B
$730K 0.02%
9,972
– –
NAVI icon
418
Navient
NAVI
$805M
$727K 0.02%
34,277
-12,849
-27% -$260K
GD icon
419
General Dynamics
GD
$106B
$721K 0.02%
3,456
-1,610
-32% -$325K
ATH
420
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$721K 0.02%
8,657
-3,960
-31% -$325K
AVGO icon
421
Broadcom
AVGO
$2.03T
$717K 0.02%
10,780
-11,030
-51% -$620K
SO icon
422
Southern Company
SO
$106B
$717K 0.02%
10,455
-2,530
-19% -$161K
OSK icon
423
Oshkosh
OSK
$9.75B
$715K 0.02%
6,346
-2,218
-26% -$242K
JAZZ icon
424
Jazz Pharmaceuticals
JAZZ
$15.9B
$701K 0.02%
5,504
+122
+2% +$16K
SCHF icon
425
Schwab International Equity ETF
SCHF
$69.2B
$701K 0.02%
36,082
-2,838
-7% -$55.7K
15 16
17
18 19

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.