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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
SGI
601
Somnigroup International
SGI
$13.7B
$271K 0.01%
5,757
-829
-13% -$37.6K
ACM icon
602
Aecom
ACM
$8.62B
$268K 0.01%
3,466
-1,110
-24% -$77.9K
ISRG icon
603
Intuitive Surgical
ISRG
$142B
$268K 0.01%
746
-25
-3% -$8.6K
LSTR icon
604
Landstar System
LSTR
$6.03B
$268K 0.01%
1,497
-632
-30% -$108K
NVO
605
Novo Nordisk
NVO
$207B
$268K 0.01%
4,788
-99,906
-95% -$5.41M
CNC icon
606
Centene
CNC
$32.1B
$267K 0.01%
+3,244
New +$238K
ARW icon
607
Arrow Electronics
ARW
$10.5B
$266K 0.01%
1,980
-519
-21% -$63.7K
EG icon
608
Everest Group
EG
$14B
$266K 0.01%
970
-522
-35% -$141K
LSXMK
609
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$265K 0.01%
6,721
-1,417
-17% -$55K
FRC
610
DELISTED
First Republic Bank
FRC
$265K 0.01%
1,283
-279
-18% -$58.8K
FITB
611
Fifth Third Bancorp
FITB
$52.2B
$264K 0.01%
6,070
-835
-12% -$36.5K
EIDO icon
612
iShares MSCI Indonesia ETF
EIDO
$484M
$257K 0.01%
11,206
– –
ZION icon
613
Zions Bancorporation
ZION
$10.4B
$257K 0.01%
4,073
-2,461
-38% -$157K
KRA
614
DELISTED
Kraton Corporation
KRA
$256K 0.01%
5,530
– –
AIA icon
615
iShares Asia 50 ETF
AIA
$4.95B
$254K 0.01%
3,324
– –
EQIX icon
616
Equinix
EQIX
$102B
$254K 0.01%
300
+1
+0.3% +$802
CATC
617
DELISTED
CAMBRIDGE BANCORP
CATC
$251K 0.01%
2,684
– –
MNST icon
618
Monster Beverage
MNST
$89.2B
$250K 0.01%
10,424
-2,252
-18% -$50.1K
EMN icon
619
Eastman Chemical
EMN
$8.55B
$249K 0.01%
2,063
-3,079
-60% -$342K
SLGN icon
620
Silgan Holdings
SLGN
$4.35B
$249K 0.01%
5,815
-64
-1% -$2.64K
MTCH icon
621
Match Group
MTCH
$8.45B
$248K 0.01%
1,873
-513
-22% -$74.3K
CTSH icon
622
Cognizant
CTSH
$26.4B
$241K 0.01%
2,720
-258
-9% -$20.7K
VMW
623
DELISTED
VMware, Inc
VMW
$241K 0.01%
+2,081
New +$274K
PEG icon
624
Public Service Enterprise Group
PEG
$37.5B
$240K 0.01%
3,591
-1,246
-26% -$78.8K
UI icon
625
Ubiquiti
UI
$34.7B
$240K 0.01%
782
-152
-16% -$46.3K
23 24
25
26 27

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IA
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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.