We are live on ! Find out more
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
ESI icon
276
Element Solutions
ESI
$9.12B
$1.33M 0.04%
60,946
-9,881
-14% -$228K
VOYA icon
277
Voya Financial
VOYA
$8.94B
$1.33M 0.04%
20,054
-2,328
-10% -$159K
LEA icon
278
Lear
LEA
$7.19B
$1.33M 0.04%
9,311
+1,158
+14% +$188K
RBC icon
279
RBC Bearings
RBC
$18.8B
$1.32M 0.04%
6,801
-734
-10% -$140K
CGNX icon
280
Cognex
CGNX
$10.3B
$1.31M 0.04%
17,024
-1,241
-7% -$85K
MOH icon
281
Molina Healthcare
MOH
$10.3B
$1.31M 0.04%
3,926
-578
-13% -$178K
BAH icon
282
Booz Allen Hamilton
BAH
$8.7B
$1.3M 0.04%
14,765
+1,160
+9% +$95.5K
IEI icon
283
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$1.29M 0.04%
10,571
-1,484
-12% -$186K
VEU icon
284
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$1.28M 0.04%
22,224
-35,549
-62% -$2.09M
SHCR
285
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
$1.28M 0.04%
+517,158
New +$1.7M
AMD icon
286
Advanced Micro Devices
AMD
$851B
$1.27M 0.04%
11,652
+2,659
+30% +$317K
DVN icon
287
Devon Energy
DVN
$51.9B
$1.27M 0.04%
21,422
-3,530
-14% -$191K
ENTG icon
288
Entegris
ENTG
$19.7B
$1.26M 0.04%
9,617
-1,144
-11% -$147K
SUI icon
289
Sun Communities
SUI
$15B
$1.26M 0.04%
7,200
-699
-9% -$130K
NRG icon
290
NRG Energy
NRG
$29.8B
$1.26M 0.04%
32,837
-4,907
-13% -$191K
PBE icon
291
Invesco Biotechnology & Genome ETF
PBE
$281M
$1.26M 0.04%
20,260
-1,290
-6% -$78.7K
GS icon
292
Goldman Sachs
GS
$313B
$1.26M 0.04%
3,804
-1,823
-32% -$644K
IR icon
293
Ingersoll Rand
IR
$33B
$1.26M 0.04%
24,946
-4,946
-17% -$265K
RPD icon
294
Rapid7
RPD
$634M
$1.26M 0.04%
11,287
-1,211
-10% -$122K
SWK icon
295
Stanley Black & Decker
SWK
$14.2B
$1.25M 0.04%
8,959
-1,665
-16% -$275K
TTC icon
296
Toro Company
TTC
$8.93B
$1.25M 0.04%
14,561
-1,878
-11% -$175K
NDSN icon
297
Nordson
NDSN
$16.5B
$1.24M 0.04%
5,468
-3,447
-39% -$792K
BAC.PRL icon
298
Bank of America Series L
BAC.PRL
$3.95B
$1.24M 0.04%
944
– –
IFF icon
299
International Flavors & Fragrances
IFF
$19.4B
$1.24M 0.04%
9,421
+282
+3% +$37.5K
MO icon
300
Altria Group
MO
$122B
$1.24M 0.04%
23,679
-2,287
-9% -$116K
10 11
12
13 14

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.