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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
ACM icon
576
Aecom
ACM
$8.72B
$234K 0.01%
3,047
-419
-12% -$30.8K
JACK icon
577
Jack in the Box
JACK
$281M
$234K 0.01%
2,500
– –
ON icon
578
ON Semiconductor
ON
$34.3B
$234K 0.01%
+3,742
New +$228K
XLB icon
579
State Street Materials Select Sector SPDR ETF
XLB
$8.32B
$233K 0.01%
5,280
-950
-15% -$40.5K
EVRG icon
580
Evergy
EVRG
$19.7B
$230K 0.01%
3,369
-1,316
-28% -$84.9K
VGT icon
581
Vanguard Information Technology ETF
VGT
$140B
$230K 0.01%
4,424
-624
-12% -$32K
NXST icon
582
Nexstar Media Group
NXST
$5.59B
$229K 0.01%
+1,216
New +$211K
AIA icon
583
iShares Asia 50 ETF
AIA
$4.57B
$228K 0.01%
3,324
– –
CBRE icon
584
CBRE Group
CBRE
$40.8B
$228K 0.01%
2,490
-445
-15% -$43.4K
CPRI icon
585
Capri Holdings
CPRI
$1.85B
$228K 0.01%
4,436
-960
-18% -$57.5K
MPC icon
586
Marathon Petroleum
MPC
$92.6B
$228K 0.01%
2,670
-4,692
-64% -$357K
CATC
587
DELISTED
CAMBRIDGE BANCORP
CATC
$228K 0.01%
2,684
– –
ANAT
588
DELISTED
American National Group, Inc. Common Stock
ANAT
$225K 0.01%
1,192
-383
-24% -$72.4K
FBIN icon
589
Fortune Brands Innovations
FBIN
$6.06B
$223K 0.01%
3,521
-912
-21% -$70.1K
LNC icon
590
Lincoln National
LNC
$8.03B
$221K 0.01%
3,386
-851
-20% -$58.2K
OMF icon
591
OneMain Financial
OMF
$7.02B
$221K 0.01%
4,669
-1,596
-25% -$79.5K
ARW icon
592
Arrow Electronics
ARW
$10.6B
$219K 0.01%
1,843
-137
-7% -$17.2K
VMBS icon
593
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$216K 0.01%
4,305
-1,088
-20% -$55.9K
VRTX icon
594
Vertex Pharmaceuticals
VRTX
$123B
$216K 0.01%
829
-136
-14% -$32.3K
UI icon
595
Ubiquiti
UI
$32.7B
$215K 0.01%
739
-43
-5% -$11.6K
TGNA
596
DELISTED
TEGNA Inc
TGNA
$214K 0.01%
+9,564
New +$201K
DNUT icon
597
Krispy Kreme
DNUT
$547M
$212K 0.01%
+14,268
New +$214K
ZION icon
598
Zions Bancorporation
ZION
$10.5B
$212K 0.01%
3,233
-840
-21% -$57.5K
EQIX icon
599
Equinix
EQIX
$100B
$211K 0.01%
285
-15
-5% -$10.8K
TM icon
600
Toyota
TM
$211B
$210K 0.01%
1,167
– –
22 23
24
25 26

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IA
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SCC
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BAM
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ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
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.