We are live on ! Find out more
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
DFAS icon
651
Dimensional US Small Cap ETF
DFAS
$15.8B
$206K ﹤0.01%
+3,440
New +$208K
NXPI icon
652
NXP Semiconductors
NXPI
$59.6B
$206K ﹤0.01%
+903
New +$192K
BSV icon
653
Vanguard Short-Term Bond ETF
BSV
$45.6B
$204K ﹤0.01%
2,525
-400
-14% -$32.5K
FLKR icon
654
Franklin FTSE South Korea ETF
FLKR
$1.45B
$204K ﹤0.01%
7,371
– –
RMD icon
655
ResMed
RMD
$32.6B
$203K ﹤0.01%
781
-608
-44% -$158K
RVT icon
656
Royce Value Trust
RVT
$2.3B
$203K ﹤0.01%
10,350
-1,930
-16% -$36.5K
ASH icon
657
Ashland
ASH
$3.42B
$202K ﹤0.01%
1,879
-2,000
-52% -$201K
ROST icon
658
Ross Stores
ROST
$80.8B
$202K ﹤0.01%
1,768
-751
-30% -$84K
CVET
659
DELISTED
Covetrus, Inc. Common Stock
CVET
$202K ﹤0.01%
10,115
– –
SCHA icon
660
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$201K ﹤0.01%
+7,836
New +$203K
AVT icon
661
Avnet
AVT
$7.87B
$200K ﹤0.01%
+4,859
New +$188K
PXD
662
DELISTED
Pioneer Natural Resource Co.
PXD
$200K ﹤0.01%
1,099
-2,297
-68% -$423K
STNG icon
663
Scorpio Tankers
STNG
$3.72B
$199K ﹤0.01%
15,550
– –
MTG icon
664
MGIC Investment
MTG
$6.23B
$181K ﹤0.01%
12,541
-4,554
-27% -$69K
PCG icon
665
PG&E
PCG
$38.1B
$175K ﹤0.01%
+14,387
New +$169K
WIT icon
666
Wipro
WIT
$19.5B
$144K ﹤0.01%
29,502
– –
CYXT
667
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
$137K ﹤0.01%
10,855
– –
MDXG icon
668
MiMedx Group
MDXG
$630M
$60K ﹤0.01%
10,000
– –
SRNE
669
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$51K ﹤0.01%
10,870
– –
DTST icon
670
Data Storage Corp
DTST
$8.14M
$48K ﹤0.01%
15,818
– –
AEE icon
671
Ameren
AEE
$29.8B
– –
-3,590
Closed -$291K
AFL icon
672
Aflac
AFL
$60.7B
– –
-10,215
Closed -$533K
AKAM icon
673
Akamai
AKAM
$16.8B
– –
-2,507
Closed -$262K
BIIB icon
674
Biogen
BIIB
$30.1B
– –
-6,495
Closed -$1.84M
BILL icon
675
BILL Holdings
BILL
$4.93B
– –
-1,018
Closed -$272K
25 26
27
28 29

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.