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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
ATR icon
376
AptarGroup
ATR
$8.45B
$759K 0.02%
6,457
-566
-8% -$66.5K
IP icon
377
International Paper
IP
$22.3B
$757K 0.02%
16,397
-25,979
-61% -$1.2M
GMED icon
378
Globus Medical
GMED
$10.4B
$753K 0.02%
10,204
-1,022
-9% -$71K
KNSL icon
379
Kinsale Capital Group
KNSL
$8.05B
$749K 0.02%
3,285
-255
-7% -$53.2K
FAF icon
380
First American
FAF
$7.66B
$746K 0.02%
11,509
-4,959
-30% -$353K
FMS icon
381
Fresenius Medical Care
FMS
$13.2B
$745K 0.02%
22,107
+5,125
+30% +$169K
AVGO icon
382
Broadcom
AVGO
$1.82T
$734K 0.02%
11,660
+880
+8% +$52.3K
ODFL icon
383
Old Dominion Freight Line
ODFL
$48.5B
$731K 0.02%
4,898
-736
-13% -$115K
BKNG icon
384
Booking.com
BKNG
$138B
$728K 0.02%
7,750
-975
-11% -$91.1K
SYY icon
385
Sysco
SYY
$39.7B
$724K 0.02%
8,864
-17,837
-67% -$1.44M
TSCO icon
386
Tractor Supply
TSCO
$16.3B
$723K 0.02%
15,480
-1,160
-7% -$51.3K
DOX icon
387
Amdocs
DOX
$5.53B
$722K 0.02%
+8,776
New +$688K
CNI icon
388
Canadian National Railway
CNI
$78.5B
$717K 0.02%
+5,346
New +$668K
ENOV icon
389
Enovis
ENOV
$1.56B
$712K 0.02%
10,390
+1,848
+22% +$132K
POR icon
390
Portland General Electric
POR
$6.02B
$711K 0.02%
12,895
-1,268
-9% -$66.7K
NEOG icon
391
Neogen
NEOG
$2.05B
$710K 0.02%
23,020
– –
SO icon
392
Southern Company
SO
$110B
$710K 0.02%
9,793
-662
-6% -$44.8K
HPP
393
Hudson Pacific Properties
HPP
$834M
$708K 0.02%
3,646
-198
-5% -$35.6K
IJT icon
394
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
$696K 0.02%
5,561
-4,018
-42% -$507K
POWI icon
395
Power Integrations
POWI
$3.54B
$690K 0.02%
7,442
+733
+11% +$63.9K
CIEN icon
396
Ciena
CIEN
$55.3B
$684K 0.02%
11,286
-1,457
-11% -$95.4K
HXL icon
397
Hexcel
HXL
$8.32B
$684K 0.02%
11,502
-1,125
-9% -$62K
ALL icon
398
Allstate
ALL
$66.9B
$683K 0.02%
4,931
-236
-5% -$29.6K
WY icon
399
Weyerhaeuser
WY
$17.3B
$680K 0.02%
17,932
-1,866
-9% -$74K
CINF icon
400
Cincinnati Financial
CINF
$28.3B
$674K 0.02%
4,958
-251
-5% -$30.8K
14 15
16
17 18

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.