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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
PB icon
251
Prosperity Bancshares
PB
$8.77B
$1.6M 0.05%
23,123
-229
-1% -$16.9K
WAL icon
252
Western Alliance Bancorporation
WAL
$9.07B
$1.58M 0.05%
19,105
-2,179
-10% -$213K
BJ icon
253
BJs Wholesale Club
BJ
$11.9B
$1.57M 0.04%
23,236
-4,943
-18% -$310K
AZN icon
254
AstraZeneca
AZN
$263B
$1.57M 0.04%
11,808
-1,845
-14% -$221K
CFG icon
255
Citizens Financial Group
CFG
$30.4B
$1.57M 0.04%
34,543
+29,861
+638% +$1.53M
CTVA icon
256
Corteva
CTVA
$59.7B
$1.56M 0.04%
27,203
+653
+2% +$33.4K
HZNP
257
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$1.56M 0.04%
14,835
-1,705
-10% -$166K
ED icon
258
Consolidated Edison
ED
$41.6B
$1.54M 0.04%
16,305
-2,143
-12% -$185K
NTRS icon
259
Northern Trust
NTRS
$22.2B
$1.54M 0.04%
13,227
+868
+7% +$103K
KR icon
260
Kroger
KR
$34.8B
$1.53M 0.04%
26,654
-7,653
-22% -$380K
LIN icon
261
Linde
LIN
$237B
$1.51M 0.04%
4,725
-2,884
-38% -$892K
XLK icon
262
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.48M 0.04%
18,674
-10,874
-37% -$854K
SJM icon
263
J.M. Smucker
SJM
$12.6B
$1.46M 0.04%
10,785
-2,042
-16% -$278K
PLUG icon
264
Plug Power
PLUG
$2.92B
$1.45M 0.04%
50,669
-1
-0% -$24
BPOP icon
265
Popular Inc
BPOP
$11B
$1.45M 0.04%
17,718
-8,739
-33% -$772K
GWX icon
266
State Street SPDR S&P International Small Cap ETF
GWX
$861M
$1.42M 0.04%
40,403
-3,604
-8% -$127K
VOO icon
267
Vanguard S&P 500 ETF
VOO
$968B
$1.42M 0.04%
3,422
-1,062
-24% -$435K
ACHC icon
268
Acadia Healthcare
ACHC
$3.17B
$1.41M 0.04%
21,572
-3,246
-13% -$189K
CTLT
269
DELISTED
CATALENT, INC.
CTLT
$1.4M 0.04%
12,650
-1,589
-11% -$166K
D icon
270
Dominion Energy
D
$62.5B
$1.4M 0.04%
16,414
-1,588
-9% -$128K
DFAC icon
271
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$1.39M 0.04%
50,502
+29
+0.1% +$794
DVY icon
272
iShares Select Dividend ETF
DVY
$24B
$1.37M 0.04%
10,682
-2,332
-18% -$291K
NFLX icon
273
Netflix
NFLX
$292B
$1.36M 0.04%
36,250
-3,460
-9% -$144K
PH icon
274
Parker-Hannifin
PH
$125B
$1.35M 0.04%
4,766
-878
-16% -$265K
VBK icon
275
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$1.34M 0.04%
5,419
-486
-8% -$120K
9 10
11
12 13

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.