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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
KLAC icon
451
KLA
KLAC
$275B
$500K 0.01%
13,650
-230
-2% -$8.6K
DOW icon
452
Dow Inc
DOW
$21.6B
$498K 0.01%
7,814
-1,174
-13% -$70.8K
MTN icon
453
Vail Resorts
MTN
$5.19B
$495K 0.01%
1,900
-140
-7% -$38.1K
VUG icon
454
Vanguard Growth ETF
VUG
$216B
$492K 0.01%
10,272
-30
-0.3% -$1.42K
APH icon
455
Amphenol
APH
$188B
$485K 0.01%
12,876
-978
-7% -$37.9K
SPSB icon
456
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$481K 0.01%
15,954
+334
+2% +$10.2K
F icon
457
Ford
F
$57.3B
$477K 0.01%
28,204
+11,524
+69% +$219K
FTV icon
458
Fortive
FTV
$19B
$470K 0.01%
10,227
-2,633
-20% -$130K
CRI icon
459
Carter's
CRI
$1.43B
$464K 0.01%
5,044
-640
-11% -$60.1K
BR icon
460
Broadridge
BR
$17.2B
$460K 0.01%
2,951
-1,116
-27% -$171K
PWR icon
461
Quanta Services
PWR
$93.9B
$457K 0.01%
3,473
-148
-4% -$16.4K
BHF icon
462
Brighthouse Financial
BHF
$3.63B
$451K 0.01%
8,727
+21
+0.2% +$1.12K
ROCK icon
463
Gibraltar Industries
ROCK
$1.34B
$449K 0.01%
10,458
-2,708
-21% -$143K
CMG icon
464
Chipotle Mexican Grill
CMG
$40.8B
$448K 0.01%
14,150
-3,300
-19% -$99.4K
INN
465
Summit Hotel Properties
INN
$761M
$448K 0.01%
44,965
-4,506
-9% -$44.3K
GWW icon
466
W.W. Grainger
GWW
$65.3B
$444K 0.01%
860
-55
-6% -$27.1K
XLY icon
467
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$442K 0.01%
4,778
-7,146
-60% -$655K
ET icon
468
Energy Transfer Partners
ET
$70.1B
$441K 0.01%
39,441
– –
SCHF icon
469
Schwab International Equity ETF
SCHF
$65.6B
$438K 0.01%
23,848
-12,234
-34% -$227K
CLX icon
470
Clorox
CLX
$11.6B
$437K 0.01%
3,145
-1,936
-38% -$297K
HAIN icon
471
Hain Celestial
HAIN
$47.8M
$436K 0.01%
12,676
+2,005
+19% +$72.8K
IMTM icon
472
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.11B
$436K 0.01%
12,302
-11,034
-47% -$393K
CLR
473
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$436K 0.01%
7,109
+1,860
+35% +$103K
CHTR icon
474
Charter Communications
CHTR
$15.2B
$435K 0.01%
797
-514
-39% -$302K
CNXC icon
475
Concentrix
CNXC
$1.36B
$434K 0.01%
+2,605
New +$495K
17 18
19
20 21

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BAM
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ACI
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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.