We are live on ! Find out more
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
SHY icon
26
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$32M 0.91%
383,433
-133,359
-26% -$11.3M
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.06T
$31.7M 0.9%
89,899
+6,966
+8% +$2.25M
EEM icon
28
iShares MSCI Emerging Markets ETF
EEM
$28B
$30.9M 0.88%
684,925
-131,335
-16% -$6.2M
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$122B
$29.7M 0.84%
552,540
-73,440
-12% -$3.91M
DHR icon
30
Danaher
DHR
$144B
$29.3M 0.83%
112,737
-3,357
-3% -$841K
BAC icon
31
Bank of America
BAC
$430B
$28.5M 0.81%
692,112
-769
-0.1% -$34.7K
NEE icon
32
NextEra Energy
NEE
$185B
$27.6M 0.79%
325,790
-10,818
-3% -$867K
UNP icon
33
Union Pacific
UNP
$179B
$27.5M 0.78%
100,590
-3,351
-3% -$846K
SPIB icon
34
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$27.2M 0.77%
795,376
-147,008
-16% -$5.15M
MTUM icon
35
iShares MSCI USA Momentum Factor ETF
MTUM
$25.8B
$26M 0.74%
154,547
-138,378
-47% -$22.8M
USIG icon
36
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$25.8M 0.74%
469,169
+265,147
+130% +$15.1M
IVV icon
37
iShares Core S&P 500 ETF
IVV
$881B
$25M 0.71%
55,170
-17,976
-25% -$8.04M
IUSG icon
38
iShares Core S&P US Growth ETF
IUSG
$31.4B
$24.1M 0.69%
228,001
-19,364
-8% -$2.01M
SPYG icon
39
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$22.4M 0.64%
338,559
-54,868
-14% -$3.57M
TXN icon
40
Texas Instruments
TXN
$258B
$22.2M 0.63%
120,866
-14,014
-10% -$2.47M
AGG icon
41
iShares Core US Aggregate Bond ETF
AGG
$139B
$22.1M 0.63%
206,791
-45,270
-18% -$4.98M
MBB icon
42
iShares MBS ETF
MBB
$39.3B
$22.1M 0.63%
217,312
-40,843
-16% -$4.26M
CVX icon
43
Chevron
CVX
$373B
$21.6M 0.61%
132,614
-17,561
-12% -$2.52M
ZTS icon
44
Zoetis
ZTS
$32.1B
$21.6M 0.61%
114,304
-574
-0.5% -$113K
COP icon
45
ConocoPhillips
COP
$140B
$21.4M 0.61%
213,704
-12,160
-5% -$1.12M
ACN icon
46
Accenture
ACN
$87.9B
$20.4M 0.58%
60,364
-9,572
-14% -$3.23M
VWO icon
47
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$20.2M 0.58%
438,667
-40,042
-8% -$1.93M
SPYV icon
48
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$20.1M 0.57%
481,951
-10,034
-2% -$414K
IVE icon
49
iShares S&P 500 Value ETF
IVE
$48.8B
$20M 0.57%
128,642
-34,489
-21% -$5.31M
ADBE icon
50
Adobe
ADBE
$94.3B
$19.6M 0.56%
43,087
+274
+0.6% +$132K
1
2
3 4 5

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.