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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
ISRG icon
551
Intuitive Surgical
ISRG
$122B
$279K 0.01%
924
+178
+24% +$52K
EIDO icon
552
iShares MSCI Indonesia ETF
EIDO
$477M
$277K 0.01%
11,206
– –
HUM icon
553
Humana
HUM
$47.2B
$276K 0.01%
633
-112
-15% -$46.9K
ZM icon
554
Zoom
ZM
$25.5B
$276K 0.01%
2,355
-479
-17% -$65.1K
DAL icon
555
Delta Air Lines
DAL
$56.4B
$274K 0.01%
6,912
-364
-5% -$14.2K
IGIB icon
556
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$268K 0.01%
4,883
-358
-7% -$20.3K
WPC icon
557
W.P. Carey
WPC
$17B
$267K 0.01%
3,369
-1,236
-27% -$94.8K
LUV icon
558
Southwest Airlines
LUV
$22.4B
$266K 0.01%
5,814
+767
+15% +$33.7K
AAXJ icon
559
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.67B
$265K 0.01%
3,535
-1,360
-28% -$108K
ALGN icon
560
Align Technology
ALGN
$12.1B
$264K 0.01%
606
-394
-39% -$192K
CNC icon
561
Centene
CNC
$31.3B
$262K 0.01%
3,108
-136
-4% -$11.2K
TYL icon
562
Tyler Technologies
TYL
$12.2B
$262K 0.01%
588
-112
-16% -$50.4K
XLE icon
563
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$262K 0.01%
6,852
-10,842
-61% -$376K
FITB
564
Fifth Third Bancorp
FITB
$52.2B
$258K 0.01%
6,003
-67
-1% -$3.13K
EPD icon
565
Enterprise Products Partners
EPD
$83.9B
$257K 0.01%
9,960
-411
-4% -$9.98K
GMS
566
DELISTED
GMS Inc
GMS
$255K 0.01%
5,121
– –
PCAR icon
567
PACCAR
PCAR
$70.2B
$252K 0.01%
+4,299
New +$262K
SCHW
568
Charles Schwab
SCHW
$177B
$245K 0.01%
2,904
+102
+4% +$8.97K
CTSH icon
569
Cognizant
CTSH
$21.1B
$242K 0.01%
2,699
-21
-0.8% -$1.84K
TD icon
570
Toronto Dominion Bank
TD
$198B
$242K 0.01%
3,052
-564
-16% -$45.4K
DIA icon
571
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$239K 0.01%
689
-347
-33% -$120K
EXC icon
572
Exelon
EXC
$48.4B
$238K 0.01%
5,004
-1,862
-27% -$78.9K
EG icon
573
Everest Group
EG
$15.2B
$236K 0.01%
784
-186
-19% -$53.4K
ULTA icon
574
Ulta Beauty
ULTA
$20.5B
$236K 0.01%
592
-603
-50% -$227K
RNR icon
575
RenaissanceRe
RNR
$13.6B
$235K 0.01%
+1,485
New +$231K
21 22
23
24 25

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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ACM
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PP
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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.