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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
FLBR icon
526
Franklin FTSE Brazil ETF
FLBR
$541M
$308K 0.01%
+13,068
New +$263K
AZO icon
527
AutoZone
AZO
$47.8B
$307K 0.01%
150
-6
-4% -$11.7K
KIM icon
528
Kimco Realty
KIM
$17.6B
$307K 0.01%
12,413
+1
+0% +$24
LEN icon
529
Lennar Class A
LEN
$20.3B
$306K 0.01%
3,893
-877
-18% -$79K
PSB
530
DELISTED
PS Business Parks, Inc.
PSB
$304K 0.01%
+1,808
New +$298K
APAM icon
531
Artisan Partners
APAM
$2.79B
$302K 0.01%
7,682
-710
-8% -$28.8K
DFAS icon
532
Dimensional US Small Cap ETF
DFAS
$15.2B
$301K 0.01%
5,378
+1,938
+56% +$109K
CDK
533
DELISTED
CDK Global, Inc.
CDK
$301K 0.01%
+6,183
New +$277K
GEN icon
534
Gen Digital
GEN
$15.6B
$299K 0.01%
11,262
-26,380
-70% -$725K
IYH icon
535
iShares US Healthcare ETF
IYH
$3.1B
$299K 0.01%
5,170
– –
AXS icon
536
AXIS Capital
AXS
$8.55B
$296K 0.01%
+4,894
New +$273K
AVB icon
537
AvalonBay Communities
AVB
$27B
$295K 0.01%
1,187
– –
DFS
538
DELISTED
Discover Financial Services
DFS
$295K 0.01%
2,674
-123
-4% -$14.5K
TROW icon
539
T. Rowe Price
TROW
$25B
$295K 0.01%
1,951
-345
-15% -$53.3K
CWB icon
540
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.67B
$294K 0.01%
3,824
– –
WRK
541
DELISTED
WestRock Company
WRK
$293K 0.01%
6,223
-2,215
-26% -$101K
VSGX icon
542
Vanguard ESG International Stock ETF
VSGX
$6.46B
$290K 0.01%
5,062
-4,383
-46% -$257K
DXCM icon
543
DexCom
DXCM
$27.6B
$289K 0.01%
2,256
-636
-22% -$69.6K
J icon
544
Jacobs Solutions
J
$15.9B
$289K 0.01%
2,536
-3,126
-55% -$335K
PBD icon
545
Invesco Global Clean Energy ETF
PBD
$187M
$289K 0.01%
11,663
+931
+9% +$21.6K
NVO
546
Novo Nordisk
NVO
$216B
$286K 0.01%
5,158
+370
+8% +$19K
ANSS
547
DELISTED
Ansys
ANSS
$285K 0.01%
898
-247
-22% -$80.7K
WSM icon
548
Williams-Sonoma
WSM
$26.4B
$284K 0.01%
3,918
-266
-6% -$20.1K
JEF icon
549
Jefferies Financial Group
JEF
$12.9B
$283K 0.01%
9,000
-30,735
-77% -$1.04M
ES icon
550
Eversource Energy
ES
$28.2B
$280K 0.01%
3,180
-574
-15% -$49.1K
20 21
22
23 24

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SCC
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BAM
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ACI
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ACM
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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.