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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
HSY icon
351
Hershey
HSY
$35.4B
$846K 0.02%
3,903
-981
-20% -$199K
YUM icon
352
Yum! Brands
YUM
$41B
$839K 0.02%
7,081
-3,058
-30% -$377K
LHX icon
353
L3Harris
LHX
$55.9B
$832K 0.02%
3,347
-942
-22% -$219K
VV icon
354
Vanguard Large-Cap ETF
VV
$51.9B
$832K 0.02%
+3,989
New +$819K
RS icon
355
Reliance Steel & Aluminium
RS
$20.8B
$830K 0.02%
4,526
-710
-14% -$123K
IDA icon
356
Idacorp
IDA
$8.23B
$827K 0.02%
7,173
-317
-4% -$34.5K
DPZ icon
357
Domino's
DPZ
$11B
$820K 0.02%
2,014
-513
-20% -$224K
IEFA icon
358
iShares Core MSCI EAFE ETF
IEFA
$186B
$817K 0.02%
11,755
-2,618
-18% -$185K
NSC icon
359
Norfolk Southern
NSC
$78.8B
$817K 0.02%
2,866
-705
-20% -$194K
JAZZ icon
360
Jazz Pharmaceuticals
JAZZ
$15.9B
$810K 0.02%
5,204
-300
-5% -$43.5K
FWONK icon
361
Liberty Media Series C
FWONK
$24.3B
$807K 0.02%
+11,952
New +$712K
NBIX icon
362
Neurocrine Biosciences
NBIX
$17.7B
$802K 0.02%
8,555
+644
+8% +$54.6K
TEAM icon
363
Atlassian
TEAM
$22B
$798K 0.02%
2,715
-217
-7% -$64.8K
XLF icon
364
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$798K 0.02%
20,829
-26,681
-56% -$1.04M
VTV icon
365
Vanguard Value ETF
VTV
$189B
$795K 0.02%
5,382
+1
+0% +$146
PCTY icon
366
Paylocity
PCTY
$6.71B
$794K 0.02%
3,857
-247
-6% -$50K
AN icon
367
AutoNation
AN
$6.97B
$781K 0.02%
7,844
-2,822
-26% -$312K
SAP icon
368
SAP
SAP
$187B
$780K 0.02%
7,029
-801
-10% -$97.4K
TEL icon
369
TE Connectivity
TEL
$58.8B
$780K 0.02%
5,958
-898
-13% -$128K
SNDR icon
370
Schneider National
SNDR
$6.59B
$777K 0.02%
30,458
+8,251
+37% +$215K
RY icon
371
Royal Bank of Canada
RY
$291B
$772K 0.02%
7,000
– –
STT icon
372
State Street
STT
$50.9B
$768K 0.02%
8,814
-179
-2% -$16.6K
PII icon
373
Polaris
PII
$4.15B
$767K 0.02%
7,283
-835
-10% -$95.2K
TKR icon
374
Timken Company
TKR
$9.82B
$764K 0.02%
12,581
-1,126
-8% -$74.8K
KWR icon
375
Quaker Houghton
KWR
$2.63B
$762K 0.02%
4,409
-592
-12% -$118K
13 14
15
16 17

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.