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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
SYK icon
326
Stryker
SYK
$127B
$962K 0.03%
3,599
-1,061
-23% -$275K
HUBS icon
327
HubSpot
HUBS
$10.5B
$956K 0.03%
2,012
-415
-17% -$201K
RSG icon
328
Republic Services
RSG
$66.7B
$946K 0.03%
7,138
-1,542
-18% -$196K
ZBH icon
329
Zimmer Biomet
ZBH
$17.7B
$944K 0.03%
7,377
-2,382
-24% -$287K
DORM icon
330
Dorman Products
DORM
$4.01B
$927K 0.03%
9,753
-990
-9% -$96K
DUK icon
331
Duke Energy
DUK
$102B
$926K 0.03%
8,292
-892
-10% -$92.6K
KEYS icon
332
Keysight
KEYS
$54.5B
$919K 0.03%
5,818
+316
+6% +$52.6K
RBA icon
333
RB Global
RBA
$20.8B
$919K 0.03%
15,569
-1,536
-9% -$90.2K
SPGI icon
334
S&P Global
SPGI
$126B
$907K 0.03%
2,211
+600
+37% +$244K
SUB icon
335
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$906K 0.03%
8,661
-4,963
-36% -$525K
SYNH
336
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$899K 0.03%
11,110
-2,253
-17% -$191K
CVCO icon
337
Cavco Industries
CVCO
$4.39B
$892K 0.03%
3,705
-382
-9% -$105K
AEP icon
338
American Electric Power
AEP
$73.7B
$890K 0.03%
8,919
-2,583
-22% -$236K
BWA icon
339
BorgWarner
BWA
$13.2B
$887K 0.03%
25,901
-123,840
-83% -$4.63M
SONY icon
340
Sony
SONY
$123B
$887K 0.03%
43,220
-10,650
-20% -$231K
SLAB icon
341
Silicon Laboratories
SLAB
$7.15B
$886K 0.03%
5,901
-526
-8% -$84.1K
COIN icon
342
Coinbase
COIN
$41.7B
$881K 0.03%
4,642
-21
-0.5% -$4.1K
EXP icon
343
Eagle Materials
EXP
$6.6B
$875K 0.02%
6,819
-622
-8% -$88.2K
GILD icon
344
Gilead Sciences
GILD
$161B
$871K 0.02%
14,651
-2,873
-16% -$184K
USB icon
345
US Bancorp
USB
$99.6B
$866K 0.02%
16,298
-406
-2% -$23.3K
COF icon
346
Capital One
COF
$124B
$865K 0.02%
6,589
-21
-0.3% -$3.06K
TXRH icon
347
Texas Roadhouse
TXRH
$12.7B
$864K 0.02%
10,318
-1,295
-11% -$111K
ACC
348
DELISTED
American Campus Communities, Inc.
ACC
$860K 0.02%
15,361
-1,580
-9% -$84.6K
AROW icon
349
Arrow Financial
AROW
$652M
$856K 0.02%
28,008
– –
CL icon
350
Colgate-Palmolive
CL
$72.6B
$848K 0.02%
11,183
-6,445
-37% -$511K
12 13
14
15 16

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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.