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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
AVT icon
626
Avnet
AVT
$6.99B
– –
-4,859
Closed -$200K
AYI icon
627
Acuity Brands
AYI
$9.93B
– –
-1,450
Closed -$307K
BBWI icon
628
Bath & Body Works
BBWI
$4.1B
– –
-5,013
Closed -$350K
BLD
629
DELISTED
TopBuild
BLD
– –
-1,243
Closed -$343K
BSV icon
630
Vanguard Short-Term Bond ETF
BSV
$44.7B
– –
-2,525
Closed -$204K
CACI icon
631
CACI
CACI
$10B
– –
-2,248
Closed -$605K
CRL icon
632
Charles River Laboratories
CRL
$10.6B
– –
-576
Closed -$217K
CRVL icon
633
CorVel
CRVL
$3.14B
– –
-5,034
Closed -$349K
DHI icon
634
D.R. Horton
DHI
$41.4B
– –
-3,157
Closed -$342K
DKNG icon
635
DraftKings
DKNG
$12.1B
– –
-8,375
Closed -$230K
DOCU
636
DocuSign
DOCU
$9.88B
– –
-3,647
Closed -$555K
DT icon
637
Dynatrace
DT
$12.9B
– –
-5,453
Closed -$329K
EMN icon
638
Eastman Chemical
EMN
$7.77B
– –
-2,063
Closed -$249K
EPAM icon
639
EPAM Systems
EPAM
$4.54B
– –
-854
Closed -$571K
ESGV icon
640
Vanguard ESG US Stock ETF
ESGV
$13.1B
– –
-3,465
Closed -$305K
ESML icon
641
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
– –
-12,725
Closed -$513K
EVR icon
642
Evercore
EVR
$13B
– –
-1,537
Closed -$209K
EXPE icon
643
Expedia Group
EXPE
$31.9B
– –
-1,571
Closed -$284K
FLKR icon
644
Franklin FTSE South Korea ETF
FLKR
$1.19B
– –
-7,371
Closed -$204K
GGG icon
645
Graco
GGG
$12.2B
– –
-7,765
Closed -$626K
GSK icon
646
GSK
GSK
$102B
– –
-5,779
Closed -$319K
IEF icon
647
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
– –
-7,909
Closed -$910K
IEX icon
648
IDEX
IEX
$16.4B
– –
-889
Closed -$210K
IGM icon
649
iShares Expanded Tech Sector ETF
IGM
$10.1B
– –
-9,972
Closed -$730K
IVZ icon
650
Invesco
IVZ
$13.3B
– –
-35,285
Closed -$812K
24 25
26
27 28

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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.