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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
TSM icon
176
TSMC
TSM
$2.19T
$3.43M 0.08%
28,533
-2,739
-9% -$321K
SPTS icon
177
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$3.4M 0.08%
111,845
-17,456
-14% -$533K
QCOM icon
178
Qualcomm
QCOM
$171B
$3.36M 0.08%
18,395
-5,259
-22% -$842K
PFF icon
179
iShares Preferred and Income Securities ETF
PFF
$13.2B
$3.3M 0.08%
83,648
+7,123
+9% +$277K
SLYG icon
180
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$3.24M 0.08%
34,945
+18,527
+113% +$1.69M
UPS icon
181
United Parcel Service
UPS
$88.8B
$3.24M 0.08%
15,101
-61
-0.4% -$12.4K
AIG icon
182
American International
AIG
$40.4B
$3.21M 0.08%
56,416
-440
-0.8% -$25.1K
NVS icon
183
Novartis
NVS
$294B
$3.18M 0.08%
36,405
-11,551
-24% -$959K
SPLV icon
184
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$3.18M 0.08%
46,331
– –
WEC icon
185
WEC Energy
WEC
$34.8B
$3.15M 0.08%
32,399
-1,507
-4% -$138K
SPTM icon
186
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$3.13M 0.08%
53,487
-4,745
-8% -$269K
VTI icon
187
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$3.09M 0.07%
12,785
+101
+0.8% +$23.8K
IWV icon
188
iShares Russell 3000 ETF
IWV
$20.4B
$2.98M 0.07%
10,752
-84
-0.8% -$22.8K
CHD icon
189
Church & Dwight Co
CHD
$24.4B
$2.97M 0.07%
29,009
-15,603
-35% -$1.41M
ZBRA icon
190
Zebra Technologies
ZBRA
$18.1B
$2.97M 0.07%
4,995
-850
-15% -$483K
IJR icon
191
iShares Core S&P Small-Cap ETF
IJR
$112B
$2.92M 0.07%
25,547
-527
-2% -$60.1K
TER icon
192
Teradyne
TER
$59.3B
$2.92M 0.07%
17,889
-736
-4% -$104K
NTR icon
193
Nutrien
NTR
$32.1B
$2.92M 0.07%
38,861
-4,717
-11% -$330K
APD icon
194
Air Products & Chemicals
APD
$68.9B
$2.92M 0.07%
9,579
-1,845
-16% -$542K
SUSC icon
195
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2.91M 0.07%
106,511
-31,455
-23% -$863K
PSA icon
196
Public Storage
PSA
$60.7B
$2.9M 0.07%
7,734
-268
-3% -$89.5K
DEO icon
197
Diageo
DEO
$52.8B
$2.78M 0.07%
12,648
-826
-6% -$169K
ESGE icon
198
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
$2.73M 0.07%
68,579
-74,539
-52% -$3.07M
ELV icon
199
Elevance Health
ELV
$84.7B
$2.72M 0.07%
5,865
-1,996
-25% -$840K
IT icon
200
Gartner
IT
$11.8B
$2.67M 0.06%
7,992
-893
-10% -$287K
6 7
8
9 10

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SCC
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BAM
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ACI
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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.