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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
IYM icon
701
iShares US Basic Materials ETF
IYM
$1.03B
– –
-1,835
Closed -$229K
IYR icon
702
iShares US Real Estate ETF
IYR
$4.48B
– –
-4,011
Closed -$411K
JBLU icon
703
JetBlue
JBLU
$2.19B
– –
-11,489
Closed -$176K
JBL icon
704
Jabil
JBL
$37.4B
– –
-4,703
Closed -$275K
LEN.B icon
705
Lennar Class B
LEN.B
$20.8B
– –
-4,144
Closed -$306K
LII icon
706
Lennox International
LII
$14.9B
– –
-800
Closed -$235K
LUMN icon
707
Lumen
LUMN
$6.58B
– –
-11,617
Closed -$144K
M icon
708
Macy's
M
$6.45B
– –
-10,001
Closed -$226K
MCHI icon
709
iShares MSCI China ETF
MCHI
$6.27B
– –
-6,427
Closed -$434K
MGK icon
710
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
– –
-11,290
Closed -$530K
NCLH icon
711
Norwegian Cruise Line
NCLH
$8.59B
– –
-9,401
Closed -$251K
NUS icon
712
Nu Skin
NUS
$236M
– –
-10,530
Closed -$426K
OEF icon
713
iShares S&P 100 ETF
OEF
$20.4B
– –
-1,227
Closed -$242K
OGN icon
714
Organon & Co
OGN
$3.58B
– –
-9,916
Closed -$325K
OKTA icon
715
Okta
OKTA
$26.1B
– –
-1,943
Closed -$461K
PARA
716
DELISTED
Paramount Global Class B
PARA
– –
-16,049
Closed -$634K
PATH icon
717
UiPath
PATH
$8.14B
– –
-5,210
Closed -$274K
PTON icon
718
Peloton Interactive
PTON
$2.46B
– –
-3,228
Closed -$281K
REZI icon
719
Resideo Technologies
REZI
$3.67B
– –
-10,432
Closed -$259K
RF icon
720
Regions Financial
RF
$26.9B
– –
-12,482
Closed -$266K
RGA icon
721
Reinsurance Group of America
RGA
$16B
– –
-1,932
Closed -$215K
ROK icon
722
Rockwell Automation
ROK
$49.6B
– –
-868
Closed -$255K
SAN icon
723
Banco Santander
SAN
$210B
– –
-177,996
Closed -$644K
SFM icon
724
Sprouts Farmers Market
SFM
$7.87B
– –
-8,767
Closed -$203K
SLM icon
725
SLM Corp
SLM
$5.11B
– –
-12,733
Closed -$224K
26 27 28
29
30

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IA
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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.