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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
SMCI icon
726
Super Micro Computer
SMCI
$20.4B
– –
-161,500
Closed -$591K
SNX icon
727
TD Synnex
SNX
$20.3B
– –
-2,637
Closed -$275K
SYF icon
728
Synchrony
SYF
$25.5B
– –
-4,617
Closed -$226K
TDC icon
729
Teradata
TDC
$2.5B
– –
-5,180
Closed -$297K
TPR icon
730
Tapestry
TPR
$32.4B
– –
-5,720
Closed -$212K
TRMB icon
731
Trimble
TRMB
$13.5B
– –
-5,365
Closed -$441K
URI icon
732
United Rentals
URI
$71.2B
– –
-644
Closed -$226K
VLO icon
733
Valero Energy
VLO
$93.3B
– –
-2,828
Closed -$200K
VYM icon
734
Vanguard High Dividend Yield ETF
VYM
$83.8B
– –
-3,506
Closed -$362K
WAT icon
735
Waters Corp
WAT
$40.7B
– –
-680
Closed -$243K
XYL icon
736
Xylem
XYL
$28.8B
– –
-2,179
Closed -$270K
NVTA
737
DELISTED
Invitae Corporation
NVTA
– –
-9,072
Closed -$258K
ACGN
738
DELISTED
Aceragen Inc
ACGN
– –
-677
Closed -$12K
ZNGA
739
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
– –
-10,550
Closed -$79K
RDS.A
740
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
– –
-4,747
Closed -$212K
RDS.B
741
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-4,707
Closed -$208K
COR
742
DELISTED
Coresite Realty Corporation
COR
– –
-4,802
Closed -$665K
KSU
743
DELISTED
Kansas City Southern
KSU
– –
-928
Closed -$251K
HRC
744
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
– –
-1,536
Closed -$230K
VER
745
DELISTED
VEREIT, Inc.
VER
– –
-34,128
Closed -$1.54M
ATVI
746
DELISTED
Activision Blizzard
ATVI
– –
-6,768
Closed -$524K
26 27 28 29
30

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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.