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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
AZO icon
551
AutoZone
AZO
$49.7B
$327K 0.01%
156
-77
-33% -$143K
ET icon
552
Energy Transfer Partners
ET
$71.6B
$325K 0.01%
39,441
– –
DFS
553
DELISTED
Discover Financial Services
DFS
$323K 0.01%
2,797
-688
-20% -$81.4K
QVCGA
554
DELISTED
QVC Group Inc Series A
QVCGA
$323K 0.01%
851
-312
-27% -$141K
EVRG icon
555
Evergy
EVRG
$18.9B
$321K 0.01%
4,685
-1,154
-20% -$75K
CBRE icon
556
CBRE Group
CBRE
$42.7B
$319K 0.01%
2,935
-794
-21% -$81.4K
GSK icon
557
GSK
GSK
$102B
$319K 0.01%
5,779
-916
-14% -$47.6K
PANW icon
558
Palo Alto Networks
PANW
$313B
$319K 0.01%
3,438
+468
+16% +$40.5K
CWB icon
559
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$317K 0.01%
3,824
-75
-2% -$6.42K
LW icon
560
Lamb Weston
LW
$7.23B
$317K 0.01%
4,998
-5,275
-51% -$304K
OMF icon
561
OneMain Financial
OMF
$7.32B
$314K 0.01%
6,265
-1,403
-18% -$74.2K
HBM icon
562
Hudbay
HBM
$12.3B
$311K 0.01%
42,860
– –
IGIB icon
563
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$311K 0.01%
5,241
-71
-1% -$4.23K
IYH icon
564
iShares US Healthcare ETF
IYH
$3.76B
$311K 0.01%
5,170
-1,500
-22% -$85.7K
GLNG icon
565
Golar LNG
GLNG
$5.17B
$309K 0.01%
24,917
– –
AMG icon
566
Affiliated Managers Group
AMG
$9.48B
$308K 0.01%
1,874
-815
-30% -$137K
CMCO icon
567
Columbus McKinnon
CMCO
$564M
$308K 0.01%
+6,648
New +$321K
GMS
568
DELISTED
GMS Inc
GMS
$308K 0.01%
5,121
– –
AYI icon
569
Acuity Brands
AYI
$10.7B
$307K 0.01%
1,450
-189
-12% -$39.1K
KIM icon
570
Kimco Realty
KIM
$16.1B
$306K 0.01%
12,412
– –
ESGV icon
571
Vanguard ESG US Stock ETF
ESGV
$13.6B
$305K 0.01%
+3,465
New +$296K
LBRDK icon
572
Liberty Broadband Class C
LBRDK
$5.32B
$305K 0.01%
1,894
-545
-22% -$89.7K
CSGP icon
573
CoStar Group
CSGP
$12.6B
$304K 0.01%
3,849
-1,612
-30% -$135K
PAG icon
574
Penske Automotive Group
PAG
$14.2B
$304K 0.01%
2,831
-328
-10% -$34.3K
AVB icon
575
AvalonBay Communities
AVB
$26B
$300K 0.01%
1,187
– –
21 22
23
24 25

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BAM
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ACI
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ACM
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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.