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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
SAM icon
676
Boston Beer
SAM
$1.86B
– –
-918
Closed -$464K
SCHA icon
677
Schwab U.S Small- Cap ETF
SCHA
$22.7B
– –
-7,836
Closed -$201K
SHOP icon
678
Shopify
SHOP
$160B
– –
-2,130
Closed -$293K
SNN icon
679
Smith & Nephew
SNN
$12.9B
– –
-17,499
Closed -$606K
SPG icon
680
Simon Property Group
SPG
$74.2B
– –
-1,863
Closed -$298K
STNG icon
681
Scorpio Tankers
STNG
$3.81B
– –
-15,550
Closed -$199K
SWKS icon
682
Skyworks Solutions
SWKS
$8.93B
– –
-1,532
Closed -$238K
TOL icon
683
Toll Brothers
TOL
$14.1B
– –
-4,893
Closed -$354K
TWLO icon
684
Twilio
TWLO
$31.4B
– –
-1,538
Closed -$405K
TXT icon
685
Textron
TXT
$15.9B
– –
-2,715
Closed -$210K
WMB icon
686
Williams Companies
WMB
$89.7B
– –
-11,123
Closed -$290K
XLP icon
687
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-4,657
Closed -$359K
XPO icon
688
XPO
XPO
$25.2B
– –
-7,281
Closed -$335K
YUMC icon
689
Yum China
YUMC
$15.1B
– –
-16,720
Closed -$833K
SGI
690
Somnigroup International
SGI
$15.3B
– –
-5,757
Closed -$271K
QVCGA
691
DELISTED
QVC Group Inc Series A
QVCGA
– –
-851
Closed -$323K
LSXMK
692
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
– –
-6,721
Closed -$265K
PXD
693
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-1,099
Closed -$200K
MDC
694
DELISTED
M.D.C. Holdings, Inc.
MDC
– –
-5,242
Closed -$293K
VMW
695
DELISTED
VMware, Inc
VMW
– –
-2,081
Closed -$241K
TWTR
696
DELISTED
Twitter, Inc.
TWTR
– –
-6,324
Closed -$273K
KRA
697
DELISTED
Kraton Corporation
KRA
– –
-5,530
Closed -$256K
NUAN
698
DELISTED
Nuance Communications, Inc.
NUAN
– –
-10,395
Closed -$575K
INFO
699
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-2,685
Closed -$357K
ATH
700
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
– –
-8,657
Closed -$721K
24 25 26 27
28

Similar funds

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.