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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
FIX icon
426
Comfort Systems
FIX
$62.3B
$700K 0.02%
7,071
+943
+15% +$87.2K
BWX icon
427
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$697K 0.02%
24,644
-16,938
-41% -$482K
DOC
428
DELISTED
PHYSICIANS REALTY TRUST
DOC
$694K 0.02%
36,840
-938
-2% -$17.3K
VRSN icon
429
VeriSign
VRSN
$25.6B
$691K 0.02%
2,721
-402
-13% -$93K
MZTI
430
The Marzetti Company
MZTI
$3.15B
$687K 0.02%
4,148
-40
-1% -$6.55K
ENOV icon
431
Enovis
ENOV
$1.4B
$676K 0.02%
8,542
-3,384
-28% -$283K
NBIX icon
432
Neurocrine Biosciences
NBIX
$15.8B
$674K 0.02%
7,911
-99
-1% -$9.11K
MTN icon
433
Vail Resorts
MTN
$5.24B
$669K 0.02%
2,040
-98
-5% -$33.4K
AUB icon
434
Atlantic Union Bankshares
AUB
$6.04B
$667K 0.02%
17,890
+357
+2% +$13K
HPP
435
Hudson Pacific Properties
HPP
$761M
$665K 0.02%
3,844
-56
-1% -$10.2K
MKTX icon
436
MarketAxess Holdings
MKTX
$5.72B
$665K 0.02%
1,617
-334
-17% -$132K
DD icon
437
DuPont de Nemours
DD
$19.5B
$661K 0.02%
6,519
-4,126
-39% -$393K
TMUS icon
438
T-Mobile US
TMUS
$192B
$658K 0.02%
5,677
-3,546
-38% -$417K
ALGN icon
439
Align Technology
ALGN
$12.1B
$657K 0.02%
1,000
-256
-20% -$165K
MSI icon
440
Motorola Solutions
MSI
$77.2B
$656K 0.02%
2,413
-219
-8% -$55.1K
HXL icon
441
Hexcel
HXL
$7.66B
$654K 0.02%
12,627
-225
-2% -$12.7K
BCS icon
442
Barclays
BCS
$94.2B
$652K 0.02%
+63,007
New +$661K
EBAY icon
443
eBay
EBAY
$46.7B
$652K 0.02%
9,801
-2,621
-21% -$187K
J icon
444
Jacobs Solutions
J
$17.2B
$652K 0.02%
5,662
-3,489
-38% -$403K
HUBB icon
445
Hubbell
HUBB
$27.9B
$646K 0.02%
3,103
-223
-7% -$44.6K
BAX icon
446
Baxter International
BAX
$13.9B
$637K 0.02%
7,422
-5,538
-43% -$446K
GGG icon
447
Graco
GGG
$13.4B
$626K 0.02%
7,765
-4,022
-34% -$305K
FCX icon
448
Freeport-McMoran
FCX
$98.1B
$624K 0.02%
14,943
-12,588
-46% -$478K
POWI icon
449
Power Integrations
POWI
$3.68B
$623K 0.02%
6,709
+245
+4% +$24.1K
MAR icon
450
Marriott International
MAR
$91.6B
$622K 0.01%
3,762
-2,760
-42% -$434K
16 17
18
19 20

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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.