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
MA icon
151
Mastercard
MA
$492B
$4.72M 0.11%
13,142
-2,157
-14% -$746K
TRV icon
152
Travelers Companies
TRV
$78.3B
$4.66M 0.11%
29,775
-1,647
-5% -$257K
EMR icon
153
Emerson Electric
EMR
$91.7B
$4.56M 0.11%
49,058
-5,266
-10% -$496K
GLW icon
154
Corning
GLW
$137B
$4.52M 0.11%
121,385
+2,683
+2% +$100K
MUB icon
155
iShares National Muni Bond ETF
MUB
$45.8B
$4.51M 0.11%
38,787
-5,601
-13% -$650K
MET icon
156
MetLife
MET
$61.5B
$4.36M 0.1%
69,842
-6,643
-9% -$417K
SPDW icon
157
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$4.36M 0.1%
119,557
-59,947
-33% -$2.2M
TFC icon
158
Truist Financial
TFC
$63.9B
$4.36M 0.1%
74,372
+3,147
+4% +$192K
TIP icon
159
iShares TIPS Bond ETF
TIP
$14.7B
$4.33M 0.1%
33,495
-7,275
-18% -$938K
KEY icon
160
KeyCorp
KEY
$24.3B
$4.32M 0.1%
186,715
-8,238
-4% -$191K
CB icon
161
Chubb
CB
$134B
$4.2M 0.1%
21,709
+216
+1% +$40.6K
IJK icon
162
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$4.19M 0.1%
49,187
-2,527
-5% -$212K
BLK icon
163
Blackrock
BLK
$178B
$4.16M 0.1%
4,540
-643
-12% -$587K
SLYV icon
164
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$4.13M 0.1%
48,813
-14,120
-22% -$1.21M
CSX icon
165
CSX Corp
CSX
$92.5B
$4.12M 0.1%
109,671
-26,958
-20% -$951K
CAT icon
166
Caterpillar
CAT
$388B
$4.09M 0.1%
19,809
-2,672
-12% -$538K
IBM icon
167
IBM
IBM
$225B
$4.09M 0.1%
30,583
-4,000
-12% -$502K
SBUX icon
168
Starbucks
SBUX
$122B
$4.07M 0.1%
34,817
-14,074
-29% -$1.59M
SUSA icon
169
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$4.05M 0.1%
38,150
-27,068
-42% -$2.78M
BMY icon
170
Bristol-Myers Squibb
BMY
$130B
$4M 0.1%
64,153
-18,583
-22% -$1.09M
RSP icon
171
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$3.92M 0.09%
24,062
-15,992
-40% -$2.53M
VSS icon
172
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$3.77M 0.09%
28,138
+204
+0.7% +$27.6K
GPC icon
173
Genuine Parts
GPC
$18.6B
$3.6M 0.09%
25,706
-462
-2% -$61.1K
GE icon
174
GE Aerospace
GE
$382B
$3.6M 0.09%
61,215
-9,008
-13% -$566K
VEU icon
175
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$3.54M 0.09%
57,773
-30,220
-34% -$1.87M
5 6
7
8 9

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.