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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
FSS icon
401
Federal Signal
FSS
$7.25B
$674K 0.02%
19,972
-886
-4% -$33K
GBCI icon
402
Glacier Bancorp
GBCI
$6.54B
$673K 0.02%
13,383
-1,377
-9% -$74.4K
XLV icon
403
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$666K 0.02%
4,863
-645
-12% -$85.4K
WBA
404
DELISTED
Walgreens Boots Alliance
WBA
$662K 0.02%
14,777
-508
-3% -$25K
BND icon
405
Vanguard Total Bond Market
BND
$157B
$654K 0.02%
8,219
-10,087
-55% -$824K
FIX icon
406
Comfort Systems
FIX
$61B
$653K 0.02%
7,335
+264
+4% +$23.7K
PFGC icon
407
Performance Food Group
PFGC
$17.5B
$645K 0.02%
12,677
+1,204
+10% +$59K
TMUS icon
408
T-Mobile US
TMUS
$193B
$637K 0.02%
4,966
-711
-13% -$84.7K
AGR
409
DELISTED
Avangrid, Inc.
AGR
$637K 0.02%
13,626
-3,033
-18% -$139K
AEM icon
410
Agnico Eagle Mines
AEM
$72.6B
$635K 0.02%
+10,375
New +$561K
AUB icon
411
Atlantic Union Bankshares
AUB
$5.99B
$633K 0.02%
17,256
-634
-4% -$25.3K
DEA
412
Easterly Government Properties
DEA
$1.18B
$632K 0.02%
11,960
-1,189
-9% -$63.1K
ITB icon
413
iShares US Home Construction ETF
ITB
$2.41B
$631K 0.02%
10,655
-1,473
-12% -$101K
PIPR icon
414
Piper Sandler
PIPR
$5.14B
$624K 0.02%
19,028
-1,124
-6% -$41.4K
SLB icon
415
SLB Ltd
SLB
$78.4B
$624K 0.02%
+15,117
New +$593K
GLNG icon
416
Golar LNG
GLNG
$4.95B
$617K 0.02%
24,917
– –
MSI icon
417
Motorola Solutions
MSI
$69.4B
$615K 0.02%
2,540
+127
+5% +$29.5K
OTIS icon
418
Otis Worldwide
OTIS
$27.6B
$614K 0.02%
7,975
-3,569
-31% -$285K
GIS icon
419
General Mills
GIS
$19.2B
$612K 0.02%
9,041
-1,940
-18% -$130K
GLOB icon
420
Globant
GLOB
$1.35B
$612K 0.02%
2,336
+674
+41% +$171K
CDNS icon
421
Cadence Design Systems
CDNS
$90B
$607K 0.02%
3,689
-9,408
-72% -$1.44M
CRNC icon
422
Cerence
CRNC
$382M
$601K 0.02%
16,638
-4,772
-22% -$235K
DOC
423
DELISTED
PHYSICIANS REALTY TRUST
DOC
$600K 0.02%
34,236
-2,604
-7% -$45.7K
RHI icon
424
Robert Half
RHI
$3.61B
$596K 0.02%
5,217
-176
-3% -$20.3K
BCS icon
425
Barclays
BCS
$94.1B
$594K 0.02%
75,212
+12,205
+19% +$125K
15 16
17
18 19

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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
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PP
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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.