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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
-4.43%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
10 Year Est. Return
–
AUM
$3.51B
AUM Growth
-$653M
Cap. Flow
-$400M
Cap. Flow %
-11.39%
Top 10 Hldgs %
23.4%
Holding
700
New
30
Increased
103
Reduced
456
Closed
83

Top Buys

Rank Stock Value
1
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$15.1M
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$13.9M
3
HAL icon
Halliburton
HAL
+$11.3M
4
WFC icon
Wells Fargo
WFC
+$10.4M
5
MAR icon
Marriott International
MAR
+$9.86M

Top Sells

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$30.3M
2
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.8M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.9M
4
AAPL icon
Apple
AAPL
+$20.8M
5
AMZN icon
Amazon
AMZN
+$17.9M

Sector Composition

Rank Sector Weight
1 Technology 14.86%
2 Financials 9.4%
3 Healthcare 9.39%
4 Consumer Discretionary 7.88%
5 Industrials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$166M 4.72%
950,223
-123,921
-12% -$20.8M
MSFT icon
2
Microsoft
MSFT
$2.98T
$123M 3.5%
398,868
-33,630
-8% -$10.1M
IJJ icon
3
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
$88.2M 2.51%
804,383
+29,224
+4% +$3.15M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$86.3M 2.46%
190,988
-49,233
-20% -$21.9M
LQD icon
5
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$66M 1.88%
545,318
-243,127
-31% -$30.3M
IVW icon
6
iShares S&P 500 Growth ETF
IVW
$73.1B
$64.3M 1.83%
842,298
-8,532
-1% -$641K
EFG icon
7
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$63.4M 1.81%
658,746
-46,881
-7% -$4.61M
MCD icon
8
McDonald's
MCD
$194B
$62.5M 1.78%
252,778
-16,035
-6% -$3.99M
EFA icon
9
iShares MSCI EAFE ETF
EFA
$76.5B
$51.7M 1.47%
702,745
-25,841
-4% -$1.93M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.33T
$50.5M 1.44%
362,980
-33,600
-8% -$4.56M
HD icon
11
Home Depot
HD
$347B
$47.3M 1.35%
158,072
-21,873
-12% -$7.59M
IWM icon
12
iShares Russell 2000 ETF
IWM
$82.2B
$43.3M 1.23%
211,059
-49,372
-19% -$10.1M
TMO icon
13
Thermo Fisher Scientific
TMO
$202B
$42.7M 1.22%
72,334
-3,198
-4% -$1.84M
VONG icon
14
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$42.5M 1.21%
594,925
-30,001
-5% -$2.11M
JPM icon
15
JPMorgan Chase
JPM
$912B
$42M 1.2%
308,012
-66,467
-18% -$9.81M
AMZN icon
16
Amazon
AMZN
$2.69T
$40.1M 1.14%
245,800
-115,660
-32% -$17.9M
COST icon
17
Costco
COST
$419B
$39.4M 1.12%
68,431
-1,104
-2% -$579K
UNH icon
18
UnitedHealth
UNH
$384B
$38.6M 1.1%
75,672
+1,239
+2% +$598K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.32T
$37.2M 1.06%
266,300
-29,460
-10% -$4.01M
JNJ icon
20
Johnson & Johnson
JNJ
$602B
$34.7M 0.99%
195,633
-26,822
-12% -$4.56M
IEMG icon
21
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$33.6M 0.96%
604,800
-41,900
-6% -$2.42M
V icon
22
Visa
V
$694B
$33.4M 0.95%
150,791
-3,705
-2% -$801K
NVDA icon
23
NVIDIA
NVDA
$5.02T
$33.2M 0.95%
1,217,120
+16,470
+1% +$413K
IAU icon
24
iShares Gold Trust
IAU
$62.4B
$33.2M 0.94%
900,723
-172,763
-16% -$6.17M
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$32.3M 0.92%
512,808
-61,755
-11% -$3.99M
1
2 3 4 5

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IA
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SCC
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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
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OSIA
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People's United Financial's Q1 2022 Portfolio in Review

As of Q1 2022, People's United Financial held 700 positions worth $3.51B, down 16% from $4.16B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial withdrew a net $400M in Q1 2022, closing 83 positions and reducing 456 holdings. Its most notable exit was Assured Guaranty, an estimated $1.05M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Financials and Healthcare.

Against the trend, People's United Financial opened a new position in iShares MSCI USA Min Vol Factor ETF worth $14.3M.

  • People's United Financial's largest Q1 2022 buy was iShares MSCI USA Min Vol Factor ETF: 183,886 shares worth $14.3M.
  • People's United Financial added most to iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022, an estimated $15.1M increase.
  • People's United Financial's biggest Q1 2022 reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, cutting an estimated $30.3M.
  • People's United Financial fully exited Assured Guaranty in Q1 2022, selling an estimated $1.05M.
  • People's United Financial's ten largest holdings make up 23% of its $3.51B portfolio in Q1 2022.
  • People's United Financial opened 30 new positions and closed 83 in Q1 2022.
  • People's United Financial's portfolio value fell 16% quarter-over-quarter to $3.51B.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.