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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
SWKS icon
626
Skyworks Solutions
SWKS
$10.3B
$238K 0.01%
1,532
-426
-22% -$68.1K
FIS icon
627
Fidelity National Information Services
FIS
$22.1B
$236K 0.01%
2,162
-1,189
-35% -$134K
SCHW
628
Charles Schwab
SCHW
$186B
$236K 0.01%
2,802
-1,231
-31% -$99.6K
CLR
629
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$235K 0.01%
+5,249
New +$250K
RRX icon
630
Regal Rexnord
RRX
$11.5B
$233K 0.01%
1,367
-528
-28% -$83.6K
APTV icon
631
Aptiv
APTV
$10.3B
$230K 0.01%
1,395
-596
-30% -$99.5K
DKNG icon
632
DraftKings
DKNG
$12.6B
$230K 0.01%
8,375
-2,270
-21% -$88.9K
EPD icon
633
Enterprise Products Partners
EPD
$81.8B
$228K 0.01%
10,371
+39
+0.4% +$875
TAP icon
634
Molson Coors Class B
TAP
$7.83B
$227K 0.01%
4,895
+284
+6% +$13K
CFG icon
635
Citizens Financial Group
CFG
$30.7B
$221K 0.01%
4,682
-2,168
-32% -$104K
JACK icon
636
Jack in the Box
JACK
$341M
$219K 0.01%
2,500
-14
-0.6% -$1.3K
ALLY icon
637
Ally Financial
ALLY
$13.4B
$218K 0.01%
4,586
-6,439
-58% -$319K
CRL icon
638
Charles River Laboratories
CRL
$13.5B
$217K 0.01%
576
-236
-29% -$91.7K
LUV icon
639
Southwest Airlines
LUV
$22.3B
$216K 0.01%
5,047
-4,153
-45% -$195K
SIRI icon
640
SiriusXM
SIRI
$9.61B
$216K 0.01%
3,401
+162
+5% +$10.1K
TM icon
641
Toyota
TM
$225B
$216K 0.01%
1,167
– –
JLL icon
642
Jones Lang LaSalle
JLL
$16.7B
$215K 0.01%
+797
New +$206K
ADSK icon
643
Autodesk
ADSK
$53.1B
$214K 0.01%
760
-643
-46% -$187K
KNX icon
644
Knight Transportation
KNX
$11.2B
$212K 0.01%
+3,477
New +$197K
VRTX icon
645
Vertex Pharmaceuticals
VRTX
$134B
$212K 0.01%
+965
New +$188K
HPE icon
646
Hewlett Packard
HPE
$72B
$211K 0.01%
13,377
-2,407
-15% -$36.3K
IEX icon
647
IDEX
IEX
$17.5B
$210K 0.01%
889
-100
-10% -$22.7K
TXT icon
648
Textron
TXT
$15.2B
$210K 0.01%
+2,715
New +$202K
EVR icon
649
Evercore
EVR
$11.7B
$209K 0.01%
1,537
-314
-17% -$45.8K
LKQ icon
650
LKQ Corp
LKQ
$6.25B
$207K 0.01%
3,451
-1,734
-33% -$97.9K
24 25
26
27 28

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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.