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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
IWN icon
126
iShares Russell 2000 Value ETF
IWN
$14.6B
$7.9M 0.19%
47,602
+956
+2% +$159K
RTX icon
127
RTX Corp
RTX
$302B
$7.9M 0.19%
91,785
-11,821
-11% -$1.03M
C icon
128
Citigroup
C
$228B
$7.77M 0.19%
128,672
+4,274
+3% +$284K
AMGN icon
129
Amgen
AMGN
$224B
$7.75M 0.19%
34,434
-8,296
-19% -$1.75M
AMAT icon
130
Applied Materials
AMAT
$417B
$7.56M 0.18%
48,044
-3,664
-7% -$531K
EA
131
DELISTED
Electronic Arts
EA
$7.54M 0.18%
57,128
-5,517
-9% -$742K
KO icon
132
Coca-Cola
KO
$372B
$7.53M 0.18%
127,248
-24,853
-16% -$1.38M
GLD icon
133
SPDR Gold Trust
GLD
$143B
$7.53M 0.18%
44,047
-16,787
-28% -$2.82M
DFIV icon
134
Dimensional International Value ETF
DFIV
$21.6B
$7.46M 0.18%
227,273
-40,161
-15% -$1.33M
CMI icon
135
Cummins
CMI
$87.1B
$7.16M 0.17%
32,841
-5,091
-13% -$1.16M
MDT icon
136
Medtronic
MDT
$116B
$6.39M 0.15%
61,792
-5,602
-8% -$649K
T icon
137
AT&T
T
$168B
$6.33M 0.15%
340,615
-141,308
-29% -$2.64M
LH icon
138
Labcorp
LH
$26.1B
$6.26M 0.15%
23,193
-301
-1% -$74.5K
MDLZ icon
139
Mondelez International
MDLZ
$78.9B
$6.15M 0.15%
92,736
-23,563
-20% -$1.45M
BWA icon
140
BorgWarner
BWA
$14.2B
$5.94M 0.14%
149,741
-2,987
-2% -$120K
SIVB
141
DELISTED
SVB Financial Group
SIVB
$5.91M 0.14%
8,711
-283
-3% -$199K
WMT icon
142
Walmart Inc
WMT
$901B
$5.8M 0.14%
120,270
-33,138
-22% -$1.58M
WM icon
143
Waste Management
WM
$90.7B
$5.73M 0.14%
34,355
-2,654
-7% -$427K
NUE icon
144
Nucor
NUE
$61.9B
$5.61M 0.13%
49,114
-410
-0.8% -$44.8K
AJG icon
145
Arthur J. Gallagher & Co
AJG
$65B
$5.21M 0.13%
30,711
-1,375
-4% -$225K
FISV
146
Fiserv Inc
FISV
$28B
$5.09M 0.12%
49,054
-7,019
-13% -$726K
MMM icon
147
3M
MMM
$94.4B
$4.98M 0.12%
33,530
-8,373
-20% -$1.25M
VO icon
148
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.95M 0.12%
77,640
-2,448
-3% -$153K
AWK icon
149
American Water Works
AWK
$27B
$4.87M 0.12%
25,768
-1,402
-5% -$245K
QQQ icon
150
Invesco QQQ Trust
QQQ
$478B
$4.78M 0.11%
12,020
-6,321
-34% -$2.44M
4 5
6
7 8

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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.