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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
AMT icon
576
American Tower
AMT
$79B
$299K 0.01%
1,021
-80
-7% -$21.9K
JCI icon
577
Johnson Controls International
JCI
$93.7B
$299K 0.01%
3,679
-2,099
-36% -$159K
SPG icon
578
Simon Property Group
SPG
$71B
$298K 0.01%
+1,863
New +$284K
ANAT
579
DELISTED
American National Group, Inc. Common Stock
ANAT
$297K 0.01%
1,575
-526
-25% -$99.5K
BWZ icon
580
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
$293K 0.01%
9,656
-8,602
-47% -$264K
SHOP icon
581
Shopify
SHOP
$196B
$293K 0.01%
2,130
-130
-6% -$19K
MDC
582
DELISTED
M.D.C. Holdings, Inc.
MDC
$293K 0.01%
5,242
– –
WMB icon
583
Williams Companies
WMB
$88.4B
$290K 0.01%
11,123
+16
+0.1% +$442
LNC icon
584
Lincoln National
LNC
$8.51B
$289K 0.01%
4,237
-3,473
-45% -$245K
VGT icon
585
Vanguard Information Technology ETF
VGT
$147B
$289K 0.01%
5,048
-3,664
-42% -$201K
PBD icon
586
Invesco Global Clean Energy ETF
PBD
$192M
$288K 0.01%
10,732
+100
+0.9% +$2.91K
UNM icon
587
Unum
UNM
$14.2B
$288K 0.01%
11,739
-4,920
-30% -$126K
AL
588
DELISTED
Air Lease Corp
AL
$285K 0.01%
6,446
-951
-13% -$41.2K
VMBS icon
589
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$285K 0.01%
5,393
+430
+9% +$22.8K
DAL icon
590
Delta Air Lines
DAL
$59.5B
$284K 0.01%
7,276
-785
-10% -$31.4K
EXPE icon
591
Expedia Group
EXPE
$38.5B
$284K 0.01%
1,571
-193
-11% -$32.8K
EXC icon
592
Exelon
EXC
$46.2B
$283K 0.01%
6,866
-6,246
-48% -$235K
XLB icon
593
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$282K 0.01%
6,230
– –
MHK icon
594
Mohawk Industries
MHK
$9.26B
$277K 0.01%
1,518
-276
-15% -$49.3K
OMC icon
595
Omnicom Group
OMC
$23.6B
$277K 0.01%
3,785
+151
+4% +$10.7K
TD icon
596
Toronto Dominion Bank
TD
$201B
$277K 0.01%
3,616
-114
-3% -$8.31K
SCHE icon
597
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$275K 0.01%
9,282
-1,321
-12% -$40.4K
IXJ icon
598
iShares Global Healthcare ETF
IXJ
$4.23B
$274K 0.01%
3,030
-1,600
-35% -$138K
TWTR
599
DELISTED
Twitter, Inc.
TWTR
$273K 0.01%
6,324
-2,354
-27% -$122K
UTHR icon
600
United Therapeutics
UTHR
$22.1B
$271K 0.01%
1,254
-672
-35% -$132K
22 23
24
25 26

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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.