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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
WRK
526
DELISTED
WestRock Company
WRK
$374K 0.01%
8,438
-15,810
-65% -$744K
BIDU icon
527
Baidu
BIDU
$35.9B
$371K 0.01%
2,496
– –
WPC icon
528
W.P. Carey
WPC
$15.9B
$370K 0.01%
4,605
-5,615
-55% -$430K
LOPE icon
529
Grand Canyon Education
LOPE
$3.76B
$360K 0.01%
4,195
-89
-2% -$7.34K
XLP icon
530
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$359K 0.01%
4,657
-600
-11% -$43.5K
VCIT icon
531
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$358K 0.01%
3,860
+1,129
+41% +$106K
INFO
532
DELISTED
IHS Markit Ltd. Common Shares
INFO
$357K 0.01%
2,685
-256
-9% -$32.6K
TOL icon
533
Toll Brothers
TOL
$14.3B
$354K 0.01%
4,893
-202
-4% -$13K
WSM icon
534
Williams-Sonoma
WSM
$29.5B
$354K 0.01%
4,184
-436
-9% -$40.6K
PHM icon
535
Pultegroup
PHM
$25.2B
$351K 0.01%
6,134
-437
-7% -$22.4K
BBWI icon
536
Bath & Body Works
BBWI
$3.81B
$350K 0.01%
5,013
-783
-14% -$55.6K
CPRI icon
537
Capri Holdings
CPRI
$1.77B
$350K 0.01%
5,396
-1,190
-18% -$70.4K
CRVL icon
538
CorVel
CRVL
$3.09B
$349K 0.01%
5,034
– –
CTAS icon
539
Cintas
CTAS
$82.1B
$346K 0.01%
3,124
+32
+1% +$3.45K
F icon
540
Ford
F
$55.7B
$346K 0.01%
16,680
-3,919
-19% -$72.1K
HUM icon
541
Humana
HUM
$44.8B
$346K 0.01%
745
-473
-39% -$209K
BHVN
542
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$344K 0.01%
+2,496
New +$317K
BLD
543
DELISTED
TopBuild
BLD
$343K 0.01%
1,243
-490
-28% -$125K
DHI icon
544
D.R. Horton
DHI
$42.2B
$342K 0.01%
3,157
-2,068
-40% -$199K
ES icon
545
Eversource Energy
ES
$26.8B
$342K 0.01%
3,754
-2,908
-44% -$250K
JWN
546
DELISTED
Nordstrom
JWN
$341K 0.01%
15,063
-371
-2% -$9.83K
TSN icon
547
Tyson Foods
TSN
$19.9B
$341K 0.01%
3,914
-896
-19% -$73.7K
XPO icon
548
XPO
XPO
$23.8B
$335K 0.01%
7,281
-2,642
-27% -$123K
K
549
DELISTED
Kellanova
K
$334K 0.01%
5,523
-164
-3% -$9.68K
DT icon
550
Dynatrace
DT
$14.4B
$329K 0.01%
5,453
-2,995
-35% -$204K
20 21
22
23 24

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SCC
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BAM
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ACI
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ACM
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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.