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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
BKT icon
676
BlackRock Income Trust
BKT
$340M
– –
-5,833
Closed -$107K
BP icon
677
BP
BP
$111B
– –
-8,489
Closed -$232K
CABO icon
678
Cable One
CABO
$192M
– –
-119
Closed -$216K
CCI icon
679
Crown Castle
CCI
$31.3B
– –
-1,245
Closed -$216K
CHE icon
680
Chemed
CHE
$7.02B
– –
-910
Closed -$423K
CNXC icon
681
Concentrix
CNXC
$1.57B
– –
-1,652
Closed -$292K
COR icon
682
Cencora
COR
$63.7B
– –
-2,089
Closed -$250K
CRWD icon
683
CrowdStrike
CRWD
$226B
– –
-3,716
Closed -$228K
DBO icon
684
Invesco DB Oil Fund
DBO
$393M
– –
-62,463
Closed -$857K
DDOG icon
685
Datadog
DDOG
$88.6B
– –
-15,301
Closed -$2.16M
DELL icon
686
Dell
DELL
$285B
– –
-8,861
Closed -$467K
DKS icon
687
Dick's Sporting Goods
DKS
$18.4B
– –
-2,220
Closed -$266K
FCNCA icon
688
First Citizens BancShares
FCNCA
$25.4B
– –
-314
Closed -$265K
FLTW icon
689
Franklin FTSE Taiwan ETF
FLTW
$3.12B
– –
-5,231
Closed -$229K
FNB icon
690
FNB Corp
FNB
$6.8B
– –
-11,214
Closed -$130K
GBDC icon
691
Golub Capital BDC
GBDC
$3.42B
– –
-22,476
Closed -$355K
GBLI icon
692
Global Indemnity Group
GBLI
$407M
– –
-20,816
Closed -$567K
GNRC icon
693
Generac Holdings
GNRC
$12.7B
– –
-977
Closed -$399K
GPN icon
694
Global Payments
GPN
$22.7B
– –
-2,133
Closed -$336K
HBAN icon
695
Huntington Bancshares
HBAN
$35.9B
– –
-12,214
Closed -$189K
HIG icon
696
Hartford Financial Services
HIG
$38.1B
– –
-3,315
Closed -$233K
HWM icon
697
Howmet Aerospace
HWM
$112B
– –
-7,758
Closed -$242K
ICE icon
698
Intercontinental Exchange
ICE
$84.9B
– –
-3,689
Closed -$424K
ILMN icon
699
Illumina
ILMN
$29.1B
– –
-772
Closed -$305K
ITUB icon
700
Itaú Unibanco
ITUB
$82.7B
– –
-134,114
Closed -$514K
26 27
28
29 30

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IA
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SCC
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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
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MXM
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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.