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
AON icon
76
Aon
AON
$75.6B
$14.6M 0.35%
48,424
-462
-0.9% -$139K
LAMR icon
77
Lamar Advertising Co
LAMR
$15.6B
$13.4M 0.32%
110,525
+1,980
+2% +$231K
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$57.7B
$13.4M 0.32%
161,357
-81,994
-34% -$6.73M
QRVO icon
79
Qorvo
QRVO
$8.53B
$13.3M 0.32%
85,091
-1,721
-2% -$274K
SHM icon
80
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$13.1M 0.32%
267,367
-50,483
-16% -$2.49M
CE icon
81
Celanese
CE
$4.92B
$13M 0.31%
77,284
+11,621
+18% +$1.89M
IJS icon
82
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$12.9M 0.31%
123,409
-41,919
-25% -$4.39M
OKE icon
83
Oneok
OKE
$57.5B
$12.7M 0.3%
215,460
-11,461
-5% -$711K
DG icon
84
Dollar General
DG
$26.5B
$12.5M 0.3%
52,811
-1,543
-3% -$341K
PFE icon
85
Pfizer
PFE
$151B
$12.3M 0.3%
208,378
-26,631
-11% -$1.32M
NDAQ icon
86
Nasdaq
NDAQ
$53.1B
$12.2M 0.29%
174,873
-966
-0.5% -$65.8K
VZ icon
87
Verizon
VZ
$196B
$12.2M 0.29%
235,257
-108,838
-32% -$5.68M
USIG icon
88
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$12.2M 0.29%
204,022
-68,115
-25% -$4.09M
ORLY icon
89
O'Reilly Automotive
ORLY
$74.8B
$12.2M 0.29%
258,555
+40,230
+18% +$1.74M
EL icon
90
Estee Lauder
EL
$31.7B
$12.1M 0.29%
32,712
-172
-0.5% -$58.4K
LLY icon
91
Eli Lilly
LLY
$1.08T
$12.1M 0.29%
43,683
-12,889
-23% -$3.27M
REET icon
92
iShares Global REIT ETF
REET
$5B
$12M 0.29%
393,343
-177,334
-31% -$5.18M
VBR icon
93
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$12M 0.29%
66,833
-34,769
-34% -$6.18M
IWD icon
94
iShares Russell 1000 Value ETF
IWD
$84B
$11.9M 0.29%
71,152
-13,755
-16% -$2.25M
BBY icon
95
Best Buy
BBY
$17.6B
$11.7M 0.28%
115,297
-3,571
-3% -$406K
TGT icon
96
Target
TGT
$69B
$10.5M 0.25%
45,476
-13,453
-23% -$3.27M
VB icon
97
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$10.5M 0.25%
46,249
-24,320
-34% -$5.53M
IDXX icon
98
Idexx Laboratories
IDXX
$46.3B
$10.4M 0.25%
15,795
-866
-5% -$544K
TJX icon
99
TJX Companies
TJX
$172B
$10.4M 0.25%
136,681
-11,057
-7% -$767K
MRK icon
100
Merck
MRK
$321B
$10.2M 0.25%
133,463
-19,351
-13% -$1.54M
2 3
4
5 6

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.