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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
FRC
601
DELISTED
First Republic Bank
FRC
$210K 0.01%
1,294
+11
+0.9% +$1.92K
BAX icon
602
Baxter International
BAX
$11.5B
$209K 0.01%
2,691
-4,731
-64% -$396K
CSGP icon
603
CoStar Group
CSGP
$12.1B
$207K 0.01%
3,105
-744
-19% -$49.4K
PAG icon
604
Penske Automotive Group
PAG
$13.1B
$207K 0.01%
2,206
-625
-22% -$63.3K
AMT icon
605
American Tower
AMT
$78.6B
$206K 0.01%
821
-200
-20% -$48.8K
SIRI icon
606
SiriusXM
SIRI
$10.4B
$206K 0.01%
3,118
-283
-8% -$17.8K
BIDU icon
607
Baidu
BIDU
$38B
$205K 0.01%
1,546
-950
-38% -$143K
FIS icon
608
Fidelity National Information Services
FIS
$21.8B
$205K 0.01%
2,046
-116
-5% -$12.1K
LW icon
609
Lamb Weston
LW
$6.29B
$201K 0.01%
3,348
-1,650
-33% -$103K
VNQI icon
610
Vanguard Global ex-US Real Estate ETF
VNQI
$3.48B
$200K 0.01%
+3,859
New +$201K
CVET
611
DELISTED
Covetrus, Inc. Common Stock
CVET
$170K ﹤0.01%
10,115
– –
MTG icon
612
MGIC Investment
MTG
$6.21B
$161K ﹤0.01%
11,909
-632
-5% -$9.48K
CYXT
613
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
$135K ﹤0.01%
11,083
+228
+2% +$2.68K
WIT icon
614
Wipro
WIT
$18.4B
$114K ﹤0.01%
29,502
– –
DTST icon
615
Data Storage Corp
DTST
$7.78M
$51K ﹤0.01%
15,818
– –
MDXG icon
616
MiMedx Group
MDXG
$640M
$47K ﹤0.01%
10,000
– –
SRNE
617
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$25K ﹤0.01%
10,870
– –
ACI icon
618
Albertsons Companies
ACI
$7.38B
– –
-15,249
Closed -$460K
ADSK icon
619
Autodesk
ADSK
$45.6B
– –
-760
Closed -$214K
AGO icon
620
Assured Guaranty
AGO
$3.79B
– –
-20,982
Closed -$1.05M
AL
621
DELISTED
Air Lease Corp
AL
– –
-6,446
Closed -$285K
ALLY icon
622
Ally Financial
ALLY
$14B
– –
-4,586
Closed -$218K
AMG icon
623
Affiliated Managers Group
AMG
$9.8B
– –
-1,874
Closed -$308K
APTV icon
624
Aptiv
APTV
$12.2B
– –
-1,395
Closed -$230K
ASH icon
625
Ashland
ASH
$3.12B
– –
-1,879
Closed -$202K
23 24
25
26 27

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.