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
XLI icon
501
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$460K 0.01%
4,349
-995
-19% -$103K
ANSS
502
DELISTED
Ansys
ANSS
$459K 0.01%
1,145
-220
-16% -$84.5K
HAIN icon
503
Hain Celestial
HAIN
$48.8M
$455K 0.01%
10,671
-2,629
-20% -$112K
KMPR icon
504
Kemper
KMPR
$1.54B
$454K 0.01%
7,730
-48
-0.6% -$2.92K
BHF icon
505
Brighthouse Financial
BHF
$3.38B
$451K 0.01%
8,706
-1,981
-19% -$101K
TROW icon
506
T. Rowe Price
TROW
$24.3B
$451K 0.01%
2,296
-53
-2% -$10.8K
NOW icon
507
ServiceNow
NOW
$132B
$450K 0.01%
3,470
-1,835
-35% -$241K
CERN
508
DELISTED
Cerner Corp
CERN
$435K 0.01%
4,686
-2,340
-33% -$178K
MFA
509
MFA Financial
MFA
$928M
$433K 0.01%
23,762
-8,663
-27% -$158K
DVA icon
510
DaVita
DVA
$11.4B
$423K 0.01%
3,720
-1,489
-29% -$160K
BABA icon
511
Alibaba
BABA
$306B
$419K 0.01%
3,526
-2,054
-37% -$299K
PWR icon
512
Quanta Services
PWR
$101B
$415K 0.01%
3,621
-1,203
-25% -$139K
AAXJ icon
513
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
$405K 0.01%
4,895
-2,073
-30% -$177K
FBIN icon
514
Fortune Brands Innovations
FBIN
$5.97B
$405K 0.01%
4,433
-1,165
-21% -$101K
ROP icon
515
Roper Technologies
ROP
$39.5B
$405K 0.01%
823
-264
-24% -$126K
TWLO icon
516
Twilio
TWLO
$39.3B
$405K 0.01%
1,538
-679
-31% -$203K
APAM icon
517
Artisan Partners
APAM
$3.08B
$400K 0.01%
8,392
-103
-1% -$4.95K
MGC icon
518
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
$391K 0.01%
2,327
– –
XLU icon
519
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$389K 0.01%
10,872
-400
-4% -$13.5K
DXCM icon
520
DexCom
DXCM
$33.8B
$388K 0.01%
2,892
-1,776
-38% -$255K
ICSH icon
521
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$388K 0.01%
7,693
– –
MKC icon
522
McCormick & Company Non-Voting
MKC
$14.2B
$380K 0.01%
3,936
-664
-14% -$56.5K
ADM icon
523
Archer Daniels Midland
ADM
$38.8B
$379K 0.01%
5,612
-5,440
-49% -$351K
DIA icon
524
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$377K 0.01%
1,036
-4,422
-81% -$1.57M
TYL icon
525
Tyler Technologies
TYL
$13.2B
$377K 0.01%
700
-93
-12% -$48.1K
19 20
21
22 23

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.