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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
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$191M 4.58%
1,074,144
-197,785
-16% -$31.3M
MSFT icon
2
Microsoft
MSFT
$3.45T
$145M 3.49%
432,498
-63,094
-13% -$20.5M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$114M 2.74%
240,221
-116,864
-33% -$53.6M
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$104M 2.51%
788,445
-126,101
-14% -$16.8M
IJJ icon
5
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$85.8M 2.06%
775,159
-102,747
-12% -$11.2M
EFG icon
6
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$77.8M 1.87%
705,627
-162,715
-19% -$17.8M
HD icon
7
Home Depot
HD
$331B
$74.7M 1.79%
179,945
-23,481
-12% -$8.94M
MCD icon
8
McDonald's
MCD
$192B
$72.1M 1.73%
268,813
-11,299
-4% -$2.85M
IVW icon
9
iShares S&P 500 Growth ETF
IVW
$73.8B
$71.2M 1.71%
850,830
-26,325
-3% -$2.12M
AMZN icon
10
Amazon
AMZN
$2.92T
$60.3M 1.45%
361,460
-54,920
-13% -$9.4M
JPM icon
11
JPMorgan Chase
JPM
$935B
$59.3M 1.42%
374,479
-39,424
-10% -$6.47M
IWM icon
12
iShares Russell 2000 ETF
IWM
$79.8B
$57.9M 1.39%
260,431
-23,956
-8% -$5.41M
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.36T
$57.4M 1.38%
396,580
-39,040
-9% -$5.62M
EFA icon
14
iShares MSCI EAFE ETF
EFA
$78B
$57.3M 1.38%
728,586
-149,912
-17% -$11.9M
MTUM icon
15
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$53.3M 1.28%
292,925
-70,949
-19% -$13.1M
TMO icon
16
Thermo Fisher Scientific
TMO
$213B
$50.4M 1.21%
75,532
-5,721
-7% -$3.57M
VONG icon
17
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
$49.1M 1.18%
624,926
-128,141
-17% -$9.77M
SHY icon
18
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$44.2M 1.06%
516,792
-104,866
-17% -$9M
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.36T
$42.8M 1.03%
295,760
-32,540
-10% -$4.7M
EEM icon
20
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$39.9M 0.96%
816,260
-240,084
-23% -$12.1M
COST icon
21
Costco
COST
$422B
$39.5M 0.95%
69,535
-5,233
-7% -$2.68M
IEMG icon
22
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$38.7M 0.93%
646,700
-129,759
-17% -$8.01M
VGIT icon
23
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$38.2M 0.92%
574,563
+10,150
+2% +$680K
JNJ icon
24
Johnson & Johnson
JNJ
$618B
$38.1M 0.91%
222,455
-27,460
-11% -$4.5M
UNH icon
25
UnitedHealth
UNH
$376B
$37.4M 0.9%
74,433
-8,052
-10% -$3.64M
1
2 3 4 5

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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.