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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
IXJ icon
651
iShares Global Healthcare ETF
IXJ
$4.06B
– –
-3,030
Closed -$274K
JCI icon
652
Johnson Controls International
JCI
$85.2B
– –
-3,679
Closed -$299K
JLL icon
653
Jones Lang LaSalle
JLL
$15.2B
– –
-797
Closed -$215K
KMPR icon
654
Kemper
KMPR
$1.66B
– –
-7,730
Closed -$454K
KNX icon
655
Knight Transportation
KNX
$12.4B
– –
-3,477
Closed -$212K
LBRDK icon
656
Liberty Broadband Class C
LBRDK
$4.38B
– –
-1,894
Closed -$305K
LKQ icon
657
LKQ Corp
LKQ
$6.4B
– –
-3,451
Closed -$207K
LSTR icon
658
Landstar System
LSTR
$7.22B
– –
-1,497
Closed -$268K
MCO icon
659
Moody's
MCO
$88.5B
– –
-1,188
Closed -$464K
MFA
660
MFA Financial
MFA
$947M
– –
-23,762
Closed -$433K
MHK icon
661
Mohawk Industries
MHK
$6.66B
– –
-1,518
Closed -$277K
MNST icon
662
Monster Beverage
MNST
$93.7B
– –
-5,212
Closed -$250K
MTCH icon
663
Match Group
MTCH
$9.19B
– –
-1,873
Closed -$248K
NAVI icon
664
Navient
NAVI
$806M
– –
-34,277
Closed -$727K
NXPI icon
665
NXP Semiconductors
NXPI
$68.4B
– –
-903
Closed -$206K
OSK icon
666
Oshkosh
OSK
$8.88B
– –
-6,346
Closed -$715K
PCG icon
667
PG&E
PCG
$38.2B
– –
-14,387
Closed -$175K
PEG icon
668
Public Service Enterprise Group
PEG
$38.8B
– –
-3,591
Closed -$240K
PHG icon
669
Philips
PHG
$26.2B
– –
-24,741
Closed -$753K
PHM icon
670
Pultegroup
PHM
$23.6B
– –
-6,134
Closed -$351K
RMD icon
671
ResMed
RMD
$28.6B
– –
-781
Closed -$203K
ROST icon
672
Ross Stores
ROST
$75.5B
– –
-1,768
Closed -$202K
RPG icon
673
Invesco S&P 500 Pure Growth ETF
RPG
$2.06B
– –
-11,155
Closed -$470K
RRX icon
674
Regal Rexnord
RRX
$13.9B
– –
-1,367
Closed -$233K
RVT icon
675
Royce Value Trust
RVT
$2.19B
– –
-10,350
Closed -$203K
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.