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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
CMG icon
451
Chipotle Mexican Grill
CMG
$41.3B
$610K 0.01%
17,450
-7,600
-30% -$268K
ALL icon
452
Allstate
ALL
$65.2B
$608K 0.01%
5,167
-2,430
-32% -$287K
APH icon
453
Amphenol
APH
$211B
$606K 0.01%
13,854
-1,712
-11% -$69.3K
SNN icon
454
Smith & Nephew
SNN
$12.4B
$606K 0.01%
17,499
-167
-0.9% -$5.74K
CACI icon
455
CACI
CACI
$14.8B
$605K 0.01%
2,248
-1,062
-32% -$291K
THRM icon
456
Gentherm
THRM
$1.26B
$602K 0.01%
6,931
+2,424
+54% +$204K
RHI icon
457
Robert Half
RHI
$4.27B
$601K 0.01%
5,393
-1,500
-22% -$167K
MU icon
458
Micron Technology
MU
$1.04T
$600K 0.01%
6,440
-2,336
-27% -$182K
SNDR icon
459
Schneider National
SNDR
$6.27B
$598K 0.01%
22,207
-368
-2% -$9.23K
KLAC icon
460
KLA
KLAC
$272B
$597K 0.01%
13,880
– –
CINF icon
461
Cincinnati Financial
CINF
$26.5B
$593K 0.01%
5,209
-1,735
-25% -$205K
VSGX icon
462
Vanguard ESG International Stock ETF
VSGX
$6.8B
$586K 0.01%
9,445
-65,429
-87% -$4.1M
BN icon
463
Brookfield
BN
$109B
$577K 0.01%
17,727
-999
-5% -$31.6K
CRI icon
464
Carter's
CRI
$1.44B
$575K 0.01%
5,684
-268
-5% -$27.3K
NUAN
465
DELISTED
Nuance Communications, Inc.
NUAN
$575K 0.01%
10,395
-5,687
-35% -$314K
EPAM icon
466
EPAM Systems
EPAM
$5.09B
$571K 0.01%
854
-946
-53% -$609K
DOCU
467
DocuSign
DOCU
$11.1B
$555K 0.01%
3,647
-1,964
-35% -$448K
WBS icon
468
Webster Financial
WBS
$12.8B
$553K 0.01%
9,912
-3,883
-28% -$219K
FMS icon
469
Fresenius Medical Care
FMS
$12.6B
$551K 0.01%
16,982
+39
+0.2% +$1.28K
VUG icon
470
Vanguard Morningstar Growth ETF
VUG
$229B
$551K 0.01%
10,302
-510
-5% -$26.6K
VGK icon
471
Vanguard FTSE Europe ETF
VGK
$31B
$545K 0.01%
+7,980
New +$540K
MCHP icon
472
Microchip Technology
MCHP
$43.7B
$539K 0.01%
6,192
-74
-1% -$5.99K
LEN icon
473
Lennar Class A
LEN
$20.7B
$536K 0.01%
4,770
-1,329
-22% -$136K
ESGU icon
474
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$535K 0.01%
4,955
-12,824
-72% -$1.35M
A icon
475
Agilent Technologies
A
$42B
$531K 0.01%
3,327
-1,910
-36% -$298K
17 18
19
20 21

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BAM
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ACI
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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.