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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
IAU icon
26
iShares Gold Trust
IAU
$65.1B
$37.4M 0.9%
1,073,486
-364,581
-25% -$12.5M
IJH icon
27
iShares Core S&P Mid-Cap ETF
IJH
$127B
$35.4M 0.85%
625,980
-67,500
-10% -$3.76M
NVDA icon
28
NVIDIA
NVDA
$5.27T
$35.3M 0.85%
1,200,650
-235,220
-16% -$6.47M
IVV icon
29
iShares Core S&P 500 ETF
IVV
$904B
$34.9M 0.84%
73,146
-24,581
-25% -$11.3M
SPIB icon
30
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$34.1M 0.82%
942,384
-815
-0.1% -$29.5K
DHR icon
31
Danaher
DHR
$147B
$33.9M 0.81%
116,094
-7,063
-6% -$1.95M
V icon
32
Visa
V
$675B
$33.5M 0.8%
154,496
-15,659
-9% -$3.36M
NEE icon
33
NextEra Energy
NEE
$177B
$31.4M 0.75%
336,608
-19,393
-5% -$1.68M
BAC icon
34
Bank of America
BAC
$447B
$30.8M 0.74%
692,881
-80,677
-10% -$3.68M
META icon
35
Meta Platforms (Facebook)
META
$1.52T
$29.6M 0.71%
87,884
-17,992
-17% -$5.97M
HON icon
36
Honeywell
HON
$77B
$29.1M 0.7%
148,202
-13,907
-9% -$2.81M
ACN icon
37
Accenture
ACN
$109B
$29M 0.7%
69,936
-1,346
-2% -$491K
AGG icon
38
iShares Core US Aggregate Bond ETF
AGG
$137B
$28.8M 0.69%
252,061
+18,455
+8% +$2.11M
IUSG icon
39
iShares Core S&P US Growth ETF
IUSG
$33.8B
$28.6M 0.69%
247,365
-44,213
-15% -$4.93M
SPYG icon
40
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$28.5M 0.68%
393,427
-73,216
-16% -$5.11M
ZTS icon
41
Zoetis
ZTS
$30.9B
$28M 0.67%
114,878
-4,556
-4% -$998K
MBB icon
42
iShares MBS ETF
MBB
$38.9B
$27.7M 0.67%
258,155
-26,040
-9% -$2.8M
UNP icon
43
Union Pacific
UNP
$174B
$26.2M 0.63%
103,941
-2,495
-2% -$591K
IVE icon
44
iShares S&P 500 Value ETF
IVE
$50B
$25.6M 0.61%
163,131
-32,990
-17% -$5.02M
TXN icon
45
Texas Instruments
TXN
$256B
$25.4M 0.61%
134,880
-6,926
-5% -$1.33M
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.13T
$24.8M 0.6%
82,933
-8,591
-9% -$2.46M
NKE icon
47
Nike
NKE
$62.5B
$24.8M 0.59%
148,598
-19,214
-11% -$3.17M
ADBE icon
48
Adobe
ADBE
$109B
$24.3M 0.58%
42,813
-1,738
-4% -$1.09M
VWO icon
49
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$23.7M 0.57%
478,709
+3,205
+0.7% +$162K
PEP icon
50
PepsiCo
PEP
$188B
$23.6M 0.57%
135,645
-13,928
-9% -$2.27M
1
2
3 4 5

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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.