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
FLOT icon
101
iShares Floating Rate Bond ETF
FLOT
$10.5B
$9.99M 0.24%
196,972
+21,482
+12% +$1.09M
MRSH
102
Marsh
MRSH
$91.7B
$9.72M 0.23%
55,905
-898
-2% -$149K
ECL icon
103
Ecolab
ECL
$79.6B
$9.65M 0.23%
41,120
-5,844
-12% -$1.32M
INTU icon
104
Intuit
INTU
$91.3B
$9.55M 0.23%
14,841
+850
+6% +$525K
ADP icon
105
Automatic Data Processing
ADP
$108B
$9.4M 0.23%
38,105
-5,957
-14% -$1.35M
ORCL icon
106
Oracle
ORCL
$417B
$9.39M 0.23%
107,720
-37,363
-26% -$3.51M
WHR icon
107
Whirlpool
WHR
$2.84B
$9.28M 0.22%
39,560
+4,859
+14% +$1.07M
CMCSA icon
108
Comcast
CMCSA
$90.7B
$9.25M 0.22%
183,800
-17,752
-9% -$925K
INGR icon
109
Ingredion
INGR
$6.58B
$9.13M 0.22%
94,425
+2,330
+3% +$224K
KRE icon
110
State Street SPDR S&P Regional Banking ETF
KRE
$4.62B
$9.12M 0.22%
128,782
+6,082
+5% +$435K
LRCX icon
111
Lam Research
LRCX
$390B
$9.04M 0.22%
125,640
+1,700
+1% +$107K
MS icon
112
Morgan Stanley
MS
$339B
$9.02M 0.22%
91,899
-10,101
-10% -$1.01M
TSLA icon
113
Tesla
TSLA
$1.31T
$8.92M 0.21%
25,329
-8,088
-24% -$2.71M
MCK icon
114
McKesson
MCK
$105B
$8.77M 0.21%
35,279
+649
+2% +$142K
PDBC icon
115
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.65B
$8.76M 0.21%
622,964
-111,810
-15% -$2.2M
LOW icon
116
Lowe's Companies
LOW
$124B
$8.76M 0.21%
33,877
-3,543
-9% -$842K
XOM icon
117
ExxonMobil
XOM
$657B
$8.73M 0.21%
142,655
-12,952
-8% -$809K
IWB icon
118
iShares Russell 1000 ETF
IWB
$50B
$8.59M 0.21%
32,469
-4,774
-13% -$1.23M
EXPD icon
119
Expeditors International
EXPD
$23.1B
$8.46M 0.2%
63,029
+906
+1% +$113K
PGR icon
120
Progressive
PGR
$124B
$8.4M 0.2%
81,883
-2,400
-3% -$229K
ABBV icon
121
AbbVie
ABBV
$442B
$8.36M 0.2%
61,738
-32,385
-34% -$3.83M
PNC icon
122
PNC Financial Services
PNC
$101B
$8.34M 0.2%
41,592
-1,948
-4% -$396K
VNQ icon
123
Vanguard Real Estate ETF
VNQ
$38.5B
$8.22M 0.2%
70,882
-6,740
-9% -$736K
CVS icon
124
CVS Health
CVS
$120B
$7.96M 0.19%
77,157
-28,593
-27% -$2.64M
IBB icon
125
iShares Biotechnology ETF
IBB
$9.84B
$7.91M 0.19%
51,797
-40,875
-44% -$6.33M
3 4
5
6 7

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.