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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
ASML icon
426
ASML
ASML
$675B
$590K 0.02%
884
-140
-14% -$93.8K
BURL icon
427
Burlington
BURL
$22B
$588K 0.02%
3,230
-487
-13% -$107K
MZTI
428
The Marzetti Company
MZTI
$2.94B
$584K 0.02%
3,917
-231
-6% -$36.9K
MTD icon
429
Mettler-Toledo International
MTD
$26.8B
$584K 0.02%
425
-149
-26% -$215K
FDS icon
430
Factset
FDS
$9.05B
$581K 0.02%
+1,338
New +$565K
WCC
431
WESCO International
WCC
$16.2B
$581K 0.02%
4,468
-1,814
-29% -$227K
VRSN icon
432
VeriSign
VRSN
$25.5B
$580K 0.02%
2,606
-115
-4% -$25.1K
HUBB icon
433
Hubbell
HUBB
$25.7B
$572K 0.02%
3,111
+8
+0.3% +$1.5K
DD icon
434
DuPont de Nemours
DD
$18.6B
$570K 0.02%
6,172
-347
-5% -$33.9K
ADI icon
435
Analog Devices
ADI
$181B
$565K 0.02%
3,424
-749
-18% -$121K
SCHX icon
436
Schwab US Large- Cap ETF
SCHX
$70.9B
$557K 0.02%
31,035
-53,859
-63% -$953K
SLGN icon
437
Silgan Holdings
SLGN
$4.91B
$555K 0.02%
12,003
+6,188
+106% +$268K
PPG icon
438
PPG Industries
PPG
$25.9B
$550K 0.02%
4,199
-1,981
-32% -$288K
KKR icon
439
KKR & Co
KKR
$89.2B
$549K 0.02%
9,386
-1,361
-13% -$85.7K
XYZ
440
Block Inc
XYZ
$45.9B
$549K 0.02%
4,052
-2,929
-42% -$355K
MRNA icon
441
Moderna
MRNA
$21.5B
$546K 0.02%
3,167
-367
-10% -$61.8K
GD icon
442
General Dynamics
GD
$105B
$543K 0.02%
2,251
-1,205
-35% -$268K
BDX icon
443
Becton Dickinson
BDX
$43.1B
$542K 0.02%
2,087
-1,857
-47% -$478K
CERN
444
DELISTED
Cerner Corp
CERN
$542K 0.02%
5,790
+1,104
+24% +$102K
DLTR icon
445
Dollar Tree
DLTR
$23.1B
$538K 0.02%
+3,362
New +$476K
GM icon
446
General Motors
GM
$74.7B
$533K 0.02%
12,178
-9,902
-45% -$494K
MCHP icon
447
Microchip Technology
MCHP
$42.8B
$513K 0.01%
6,827
+635
+10% +$47.8K
THRM icon
448
Gentherm
THRM
$1.31B
$510K 0.01%
6,984
+53
+0.8% +$4.41K
BFAM icon
449
Bright Horizons
BFAM
$3.99B
$507K 0.01%
3,824
-124
-3% -$16.1K
OLED icon
450
Universal Display
OLED
$3.71B
$502K 0.01%
3,005
-6
-0.2% -$931
16 17
18
19 20

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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.