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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
PANW icon
501
Palo Alto Networks
PANW
$264B
$370K 0.01%
3,564
+126
+4% +$11.3K
R icon
502
Ryder
R
$10.3B
$370K 0.01%
4,669
-1,281
-22% -$99.6K
SHEL icon
503
Shell
SHEL
$245B
$370K 0.01%
+6,728
New +$357K
MKC icon
504
McCormick & Company Non-Voting
MKC
$13.4B
$368K 0.01%
3,685
-251
-6% -$24.5K
VCIT icon
505
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$367K 0.01%
4,268
+408
+11% +$36.2K
UNM icon
506
Unum
UNM
$13.8B
$363K 0.01%
11,519
-220
-2% -$6.15K
SIVB
507
DELISTED
SVB Financial Group
SIVB
$359K 0.01%
642
-8,069
-93% -$4.9M
WBS icon
508
Webster Financial
WBS
$12.3B
$357K 0.01%
6,363
-3,549
-36% -$211K
A icon
509
Agilent Technologies
A
$39.1B
$344K 0.01%
2,601
-726
-22% -$99.9K
DVA icon
510
DaVita
DVA
$15.1B
$344K 0.01%
3,041
-679
-18% -$76.2K
JWN
511
DELISTED
Nordstrom
JWN
$344K 0.01%
12,674
-2,389
-16% -$55.9K
NOW icon
512
ServiceNow
NOW
$102B
$340K 0.01%
3,055
-415
-12% -$46.5K
ROP icon
513
Roper Technologies
ROP
$36.3B
$340K 0.01%
719
-104
-13% -$46.8K
OMC icon
514
Omnicom Group
OMC
$22.7B
$339K 0.01%
3,991
+206
+5% +$16.6K
EBAY icon
515
eBay
EBAY
$48.6B
$337K 0.01%
5,884
-3,917
-40% -$228K
HBM icon
516
Hudbay
HBM
$9.92B
$336K 0.01%
42,860
– –
MU icon
517
Micron Technology
MU
$1.04T
$336K 0.01%
4,316
-2,124
-33% -$181K
SHW icon
518
Sherwin-Williams
SHW
$78.3B
$333K 0.01%
1,336
-147
-10% -$40.6K
TSN icon
519
Tyson Foods
TSN
$20.2B
$328K 0.01%
3,663
-251
-6% -$22.9K
BWZ icon
520
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$263M
$325K 0.01%
11,165
+1,509
+16% +$45.1K
SCHE icon
521
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$322K 0.01%
11,604
+2,322
+25% +$67.2K
CTAS icon
522
Cintas
CTAS
$82.4B
$321K 0.01%
3,024
-100
-3% -$9.73K
XLI icon
523
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$317K 0.01%
3,076
-1,273
-29% -$129K
ARNC
524
DELISTED
Arconic Corporation
ARNC
$315K 0.01%
12,311
-3,330
-21% -$99K
MSM icon
525
MSC Industrial Direct
MSM
$7.02B
$309K 0.01%
3,630
-6,803
-65% -$551K
19 20
21
22 23

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.