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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
SUSA icon
226
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$1.92M 0.05%
19,823
-18,327
-48% -$1.78M
SPTS icon
227
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$1.91M 0.05%
64,382
-47,463
-42% -$1.43M
WST icon
228
West Pharmaceutical
WST
$23.1B
$1.9M 0.05%
4,617
-812
-15% -$318K
ESGE icon
229
iShares ESG Aware MSCI EM ETF
ESGE
$6.51B
$1.89M 0.05%
51,527
-17,052
-25% -$655K
IBB icon
230
iShares Biotechnology ETF
IBB
$9.31B
$1.89M 0.05%
14,490
-37,307
-72% -$4.86M
HEDJ icon
231
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$1.87M 0.05%
50,882
-2,674
-5% -$101K
CRM icon
232
Salesforce
CRM
$134B
$1.86M 0.05%
8,772
-852
-9% -$183K
KTB icon
233
Kontoor Brands
KTB
$4.62B
$1.85M 0.05%
44,719
+1,266
+3% +$59.7K
MRO
234
DELISTED
Marathon Oil Corporation
MRO
$1.83M 0.05%
72,755
-14,914
-17% -$320K
ZBRA icon
235
Zebra Technologies
ZBRA
$12.4B
$1.82M 0.05%
4,405
-590
-12% -$271K
KMI icon
236
Kinder Morgan
KMI
$73.1B
$1.8M 0.05%
95,205
-531
-0.6% -$9.35K
DRI icon
237
Darden Restaurants
DRI
$22.5B
$1.77M 0.05%
13,342
+1,911
+17% +$264K
O icon
238
Realty Income
O
$61.2B
$1.75M 0.05%
25,212
-869
-3% -$59.1K
CARR icon
239
Carrier Global
CARR
$57.2B
$1.71M 0.05%
37,284
-9,118
-20% -$429K
MAN icon
240
ManpowerGroup
MAN
$2.39B
$1.71M 0.05%
18,175
+5,849
+47% +$596K
STE icon
241
Steris
STE
$20.9B
$1.7M 0.05%
7,024
-571
-8% -$132K
KMB icon
242
Kimberly-Clark
KMB
$36.4B
$1.69M 0.05%
13,708
-4,505
-25% -$594K
JNK icon
243
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$1.68M 0.05%
16,432
-879
-5% -$91.6K
IWS icon
244
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$1.68M 0.05%
14,063
-177
-1% -$20.8K
VCSH icon
245
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.68M 0.05%
21,492
+6,565
+44% +$522K
VICI icon
246
VICI Properties
VICI
$29.4B
$1.68M 0.05%
58,859
-228
-0.4% -$6.39K
FANG icon
247
Diamondback Energy
FANG
$57.6B
$1.67M 0.05%
12,167
-774
-6% -$101K
VEA icon
248
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.64M 0.05%
34,145
+1,242
+4% +$60.4K
CME icon
249
CME Group
CME
$92.2B
$1.63M 0.05%
6,864
-115
-2% -$27K
QQQ icon
250
Invesco QQQ Trust
QQQ
$455B
$1.63M 0.05%
4,498
-7,522
-63% -$2.67M
8 9
10
11 12

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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.