We are live on ! Find out more
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
PG icon
51
Procter & Gamble
PG
$349B
$19.5M 0.55%
127,440
-13,976
-10% -$2.19M
PEP icon
52
PepsiCo
PEP
$187B
$19.2M 0.55%
114,585
-21,060
-16% -$3.54M
ITW icon
53
Illinois Tool Works
ITW
$79.4B
$18.7M 0.53%
89,483
-2,676
-3% -$599K
EW icon
54
Edwards Lifesciences
EW
$49.4B
$17.9M 0.51%
152,233
-18,675
-11% -$2.1M
NKE icon
55
Nike
NKE
$64.9B
$17.5M 0.5%
130,337
-18,261
-12% -$2.57M
HON icon
56
Honeywell
HON
$71.3B
$17.5M 0.5%
95,425
-52,777
-36% -$9.77M
EFV icon
57
iShares MSCI EAFE Value ETF
EFV
$26B
$17.4M 0.5%
346,169
-42,453
-11% -$2.16M
SCZ icon
58
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$17M 0.48%
256,246
-20,159
-7% -$1.37M
RWO icon
59
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$16.3M 0.46%
301,111
-48,673
-14% -$2.58M
AMP icon
60
Ameriprise Financial
AMP
$47.5B
$15.8M 0.45%
52,509
-924
-2% -$280K
IUSV icon
61
iShares Core S&P US Value ETF
IUSV
$27.1B
$15.7M 0.45%
206,859
-6,964
-3% -$522K
HYG icon
62
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$15.7M 0.45%
190,620
-3,331
-2% -$278K
CSCO icon
63
Cisco
CSCO
$441B
$15.3M 0.43%
273,882
-23,019
-8% -$1.3M
AVY icon
64
Avery Dennison
AVY
$12.3B
$15.2M 0.43%
87,320
-7,798
-8% -$1.45M
MDY icon
65
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$15.1M 0.43%
30,836
-2,266
-7% -$1.1M
ABT icon
66
Abbott
ABT
$175B
$15M 0.43%
126,946
-8,628
-6% -$1.07M
META icon
67
Meta Platforms (Facebook)
META
$1.64T
$15M 0.43%
67,309
-20,575
-23% -$5.14M
PNC icon
68
PNC Financial Services
PNC
$101B
$14.9M 0.43%
80,919
+39,327
+95% +$7.95M
FAST icon
69
Fastenal
FAST
$52.2B
$14.9M 0.42%
502,316
-1,118
-0.2% -$31.3K
USMV icon
70
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$14.3M 0.41%
+183,886
New +$13.9M
DOV icon
71
Dover
DOV
$28.8B
$13.7M 0.39%
87,280
+2,430
+3% +$399K
AON icon
72
Aon
AON
$78.4B
$13.6M 0.39%
41,774
-6,650
-14% -$1.93M
HAL icon
73
Halliburton
HAL
$29.4B
$13.2M 0.38%
+348,901
New +$11.3M
LAMR icon
74
Lamar Advertising Co
LAMR
$16.5B
$12.8M 0.37%
110,484
-41
-0% -$4.58K
ORLY icon
75
O'Reilly Automotive
ORLY
$71.3B
$12.6M 0.36%
275,400
+16,845
+7% +$752K
1 2
3
4 5

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.