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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
ITGR icon
476
Integer Holdings
ITGR
$3.35B
$432K 0.01%
5,362
-650
-11% -$52.5K
MKTX icon
477
MarketAxess Holdings
MKTX
$4.15B
$425K 0.01%
1,249
-368
-23% -$133K
BN icon
478
Brookfield
BN
$102B
$420K 0.01%
13,785
-3,942
-22% -$118K
FTNT icon
479
Fortinet
FTNT
$112B
$419K 0.01%
6,125
-1,205
-16% -$74.9K
BWX icon
480
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
$418K 0.01%
16,049
-8,595
-35% -$233K
HOLX
481
DELISTED
Hologic
HOLX
$412K 0.01%
+5,360
New +$385K
SDY icon
482
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$411K 0.01%
3,212
-2,830
-47% -$358K
APO icon
483
Apollo Global Management
APO
$70.7B
$410K 0.01%
+6,611
New +$435K
BHVN
484
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$410K 0.01%
3,460
+964
+39% +$120K
UTHR icon
485
United Therapeutics
UTHR
$26.3B
$409K 0.01%
2,281
+1,027
+82% +$196K
XLU icon
486
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$405K 0.01%
10,872
– –
SNPS icon
487
Synopsys
SNPS
$71.5B
$402K 0.01%
1,206
-157
-12% -$49K
IWP icon
488
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$400K 0.01%
3,983
-3,943
-50% -$393K
VTRS icon
489
Viatris
VTRS
$20.1B
$399K 0.01%
36,701
-94,876
-72% -$1.25M
HPQ icon
490
HP
HPQ
$23.5B
$391K 0.01%
10,769
-2,036
-16% -$75.2K
ICSH icon
491
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$386K 0.01%
7,693
– –
BABA icon
492
Alibaba
BABA
$269B
$385K 0.01%
3,538
+12
+0.3% +$1.38K
AZTA icon
493
Azenta
AZTA
$1.26B
$383K 0.01%
4,624
+67
+1% +$5.75K
ESGU icon
494
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$378K 0.01%
3,732
-1,223
-25% -$122K
K
495
DELISTED
Kellanova
K
$378K 0.01%
6,239
+716
+13% +$43.1K
LOPE icon
496
Grand Canyon Education
LOPE
$3.71B
$377K 0.01%
3,879
-316
-8% -$27.7K
CMCO icon
497
Columbus McKinnon
CMCO
$465M
$373K 0.01%
8,798
+2,150
+32% +$97.2K
U icon
498
Unity
U
$12.5B
$372K 0.01%
+3,751
New +$389K
VIG icon
499
Vanguard Dividend Appreciation ETF
VIG
$111B
$371K 0.01%
2,290
-8,991
-80% -$1.45M
MGC icon
500
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$370K 0.01%
2,327
– –
18 19
20
21 22

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IA
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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
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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.