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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
BA icon
201
Boeing
BA
$184B
$2.65M 0.06%
13,145
-2,936
-18% -$620K
LIN icon
202
Linde
LIN
$226B
$2.64M 0.06%
7,609
-978
-11% -$317K
SBNY
203
DELISTED
Signature Bank
SBNY
$2.62M 0.06%
8,096
+147
+2% +$45.8K
KMB icon
204
Kimberly-Clark
KMB
$36.1B
$2.6M 0.06%
18,213
-4,854
-21% -$653K
STZ icon
205
Constellation Brands
STZ
$22.9B
$2.6M 0.06%
10,339
-295
-3% -$67.2K
AXP icon
206
American Express
AXP
$230B
$2.58M 0.06%
15,787
-2,788
-15% -$475K
XLK icon
207
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.57M 0.06%
29,548
-2,104
-7% -$173K
WST icon
208
West Pharmaceutical
WST
$24.7B
$2.55M 0.06%
5,429
-1,721
-24% -$741K
DE icon
209
Deere & Co
DE
$167B
$2.54M 0.06%
7,406
-515
-7% -$179K
CARR icon
210
Carrier Global
CARR
$52.4B
$2.52M 0.06%
46,402
-16,753
-27% -$904K
BIO icon
211
Bio-Rad Laboratories Class A
BIO
$9.53B
$2.48M 0.06%
3,282
-2,554
-44% -$1.91M
CRM icon
212
Salesforce
CRM
$162B
$2.45M 0.06%
9,624
-1,325
-12% -$372K
CDNS icon
213
Cadence Design Systems
CDNS
$90.2B
$2.44M 0.06%
13,097
-10,966
-46% -$1.91M
NFLX icon
214
Netflix
NFLX
$311B
$2.39M 0.06%
39,710
-8,130
-17% -$519K
TLT icon
215
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$2.34M 0.06%
15,810
– –
WAL icon
216
Western Alliance Bancorporation
WAL
$8.89B
$2.29M 0.06%
21,284
-1,424
-6% -$160K
NDSN icon
217
Nordson
NDSN
$17.3B
$2.28M 0.05%
8,915
-204
-2% -$52.2K
LMT icon
218
Lockheed Martin
LMT
$138B
$2.27M 0.05%
6,390
-3,951
-38% -$1.37M
RIO icon
219
Rio Tinto
RIO
$164B
$2.23M 0.05%
33,393
+8,868
+36% +$574K
KTB icon
220
Kontoor Brands
KTB
$4.14B
$2.23M 0.05%
43,453
+8,775
+25% +$471K
PM icon
221
Philip Morris
PM
$290B
$2.21M 0.05%
23,245
-15,203
-40% -$1.42M
NOC icon
222
Northrop Grumman
NOC
$81.8B
$2.2M 0.05%
5,692
-1,427
-20% -$532K
BX icon
223
Blackstone
BX
$118B
$2.19M 0.05%
16,964
+1,509
+10% +$201K
CMS icon
224
CMS Energy
CMS
$21.8B
$2.18M 0.05%
33,499
-2,516
-7% -$154K
NEM icon
225
Newmont
NEM
$124B
$2.17M 0.05%
35,064
+3,666
+12% +$208K
7 8
9
10 11

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IA
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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.