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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
REGN icon
301
Regeneron Pharmaceuticals
REGN
$68.8B
$1.23M 0.03%
1,757
-1,236
-41% -$782K
HPE icon
302
Hewlett Packard
HPE
$63.2B
$1.22M 0.03%
72,857
+59,480
+445% +$997K
RPM icon
303
RPM International
RPM
$13.7B
$1.19M 0.03%
14,569
-2,371
-14% -$203K
LAD icon
304
Lithia Motors
LAD
$7.78B
$1.18M 0.03%
3,945
-486
-11% -$152K
GNMA icon
305
iShares GNMA Bond ETF
GNMA
$422M
$1.18M 0.03%
24,743
-450
-2% -$21.9K
ETN icon
306
Eaton
ETN
$157B
$1.18M 0.03%
7,751
-2,385
-24% -$373K
MGM icon
307
MGM Resorts International
MGM
$11.7B
$1.16M 0.03%
27,686
-3,557
-11% -$153K
EXPO icon
308
Exponent
EXPO
$2.98B
$1.16M 0.03%
10,708
-1,247
-10% -$120K
UP icon
309
Wheels Up
UP
$220M
$1.14M 0.03%
1,838
– –
PNFP icon
310
Pinnacle Financial Partners Inc
PNFP
$15.5B
$1.11M 0.03%
12,082
-1,350
-10% -$133K
HCA icon
311
HCA Healthcare
HCA
$84.8B
$1.11M 0.03%
4,426
-3,029
-41% -$761K
MANH icon
312
Manhattan Associates
MANH
$8.97B
$1.11M 0.03%
7,997
+90
+1% +$12.1K
LULU icon
313
lululemon athletica
LULU
$13B
$1.1M 0.03%
3,008
-694
-19% -$226K
TAP icon
314
Molson Coors Class B
TAP
$7.68B
$1.06M 0.03%
19,957
+15,062
+308% +$759K
BRK.A icon
315
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.06M 0.03%
2
– –
BIO icon
316
Bio-Rad Laboratories Class A
BIO
$8.42B
$1.05M 0.03%
1,873
-1,409
-43% -$849K
BNY
317
Bank of New York Mellon
BNY
$108B
$1.05M 0.03%
21,255
-5,162
-20% -$294K
GTES icon
318
Gates Industrial Corporation Ltd.
GTES
$6.81B
$1.04M 0.03%
69,350
-3,706
-5% -$58K
BF.B icon
319
Brown-Forman Class B
BF.B
$12B
$1.01M 0.03%
+15,067
New +$1M
FDX icon
320
FedEx
FDX
$74.5B
$1.01M 0.03%
4,355
-2,801
-39% -$658K
OGE icon
321
OGE Energy
OGE
$10.3B
$1M 0.03%
24,572
-616
-2% -$23.4K
FIVE icon
322
Five Below
FIVE
$11.2B
$998K 0.03%
6,301
-728
-10% -$121K
IGSB icon
323
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$966K 0.03%
18,675
-2,872
-13% -$151K
PKG icon
324
Packaging Corp of America
PKG
$22.7B
$966K 0.03%
6,189
-60
-1% -$8.77K
CI icon
325
Cigna
CI
$76.6B
$964K 0.03%
4,021
-392
-9% -$91.8K
11 12
13
14 15

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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
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.