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
FTNT icon
476
Fortinet
FTNT
$118B
$527K 0.01%
7,330
-1,805
-20% -$119K
PFGC icon
477
Performance Food Group
PFGC
$16.9B
$526K 0.01%
11,473
-13
-0.1% -$591
GLOB icon
478
Globant
GLOB
$1.67B
$522K 0.01%
+1,662
New +$492K
SHW icon
479
Sherwin-Williams
SHW
$87.5B
$522K 0.01%
1,483
-248
-14% -$80.1K
ZM icon
480
Zoom
ZM
$30.7B
$521K 0.01%
2,834
-1,695
-37% -$399K
ARNC
481
DELISTED
Arconic Corporation
ARNC
$516K 0.01%
15,641
-1,274
-8% -$39.4K
ITGR icon
482
Integer Holdings
ITGR
$4.26B
$515K 0.01%
6,012
-120
-2% -$10.5K
ESML icon
483
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.94B
$513K 0.01%
12,725
-20,419
-62% -$827K
DOW icon
484
Dow Inc
DOW
$22.1B
$510K 0.01%
8,988
-4,145
-32% -$236K
SNPS icon
485
Synopsys
SNPS
$78.9B
$502K 0.01%
1,363
-919
-40% -$310K
BFAM icon
486
Bright Horizons
BFAM
$3.76B
$497K 0.01%
3,948
+144
+4% +$20K
OLED icon
487
Universal Display
OLED
$4.22B
$497K 0.01%
3,011
-2
-0.1% -$330
ULTA icon
488
Ulta Beauty
ULTA
$22.9B
$493K 0.01%
1,195
-527
-31% -$205K
XLE icon
489
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$491K 0.01%
17,694
+140
+0.8% +$3.96K
R icon
490
Ryder
R
$10.1B
$490K 0.01%
5,950
-1,949
-25% -$163K
SPSB icon
491
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$484K 0.01%
15,620
+12
+0.1% +$373
INN
492
Summit Hotel Properties
INN
$651M
$483K 0.01%
49,471
-1,491
-3% -$14.5K
HPQ icon
493
HP
HPQ
$26.7B
$482K 0.01%
12,805
-4,748
-27% -$155K
GWW icon
494
W.W. Grainger
GWW
$61.5B
$474K 0.01%
915
-223
-20% -$105K
MPC icon
495
Marathon Petroleum
MPC
$97.4B
$471K 0.01%
7,362
-3,290
-31% -$211K
AZTA icon
496
Azenta
AZTA
$1.47B
$470K 0.01%
4,557
+662
+17% +$71.8K
RPG icon
497
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
$470K 0.01%
11,155
-205
-2% -$8.53K
MCO icon
498
Moody's
MCO
$82.9B
$464K 0.01%
1,188
-159
-12% -$61.3K
SAM icon
499
Boston Beer
SAM
$1.89B
$464K 0.01%
918
-452
-33% -$226K
ACI icon
500
Albertsons Companies
ACI
$5.82B
$460K 0.01%
15,249
-34,249
-69% -$1.09M
18 19
20
21 22

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.