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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
INTC icon
76
Intel
INTC
$478B
$12.5M 0.36%
252,963
-64,855
-20% -$3.21M
DG icon
77
Dollar General
DG
$27.7B
$12.2M 0.35%
54,716
+1,905
+4% +$405K
IWO icon
78
iShares Russell 2000 Growth ETF
IWO
$14.7B
$12.1M 0.34%
47,119
-25,846
-35% -$6.62M
MCK icon
79
McKesson
MCK
$98.5B
$11.8M 0.34%
38,625
+3,346
+9% +$910K
MAR icon
80
Marriott International
MAR
$96.6B
$11.1M 0.32%
63,071
+59,309
+1,577% +$9.86M
DIS icon
81
Walt Disney
DIS
$170B
$10.9M 0.31%
79,793
-17,934
-18% -$2.59M
MSCI icon
82
MSCI
MSCI
$45.8B
$10.9M 0.31%
21,749
-3,986
-15% -$2.07M
PFE icon
83
Pfizer
PFE
$143B
$10.9M 0.31%
210,681
+2,303
+1% +$119K
CE icon
84
Celanese
CE
$5.01B
$10.9M 0.31%
76,205
-1,079
-1% -$165K
IJS icon
85
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
$10.7M 0.31%
104,814
-18,595
-15% -$1.9M
EL icon
86
Estee Lauder
EL
$29.7B
$10.5M 0.3%
38,622
+5,910
+18% +$1.78M
TT icon
87
Trane Technologies
TT
$104B
$10.5M 0.3%
68,534
-7,995
-10% -$1.31M
WFC icon
88
Wells Fargo
WFC
$265B
$10.4M 0.29%
213,730
+194,695
+1,023% +$10.4M
BBY icon
89
Best Buy
BBY
$18B
$10.4M 0.29%
113,913
-1,384
-1% -$137K
FCX icon
90
Freeport-McMoran
FCX
$83.9B
$10.2M 0.29%
204,745
+189,802
+1,270% +$8.41M
IDXX icon
91
Idexx Laboratories
IDXX
$44.8B
$10.2M 0.29%
18,568
+2,773
+18% +$1.46M
IWD icon
92
iShares Russell 1000 Value ETF
IWD
$81.9B
$10.1M 0.29%
60,669
-10,483
-15% -$1.72M
ADM icon
93
Archer Daniels Midland
ADM
$41.4B
$9.94M 0.28%
110,129
+104,517
+1,862% +$8.14M
VZ icon
94
Verizon
VZ
$182B
$9.93M 0.28%
194,839
-40,418
-17% -$2.14M
MRK icon
95
Merck
MRK
$315B
$9.63M 0.27%
117,344
-16,119
-12% -$1.27M
XOM icon
96
ExxonMobil
XOM
$611B
$9.58M 0.27%
116,046
-26,609
-19% -$2.07M
MRSH
97
Marsh
MRSH
$87.8B
$9.51M 0.27%
55,809
-96
-0.2% -$15.1K
PDBC icon
98
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.61B
$9.46M 0.27%
536,454
-86,510
-14% -$1.39M
PGR icon
99
Progressive
PGR
$121B
$9.44M 0.27%
82,812
+929
+1% +$100K
FLOT icon
100
iShares Floating Rate Bond ETF
FLOT
$10B
$9.32M 0.27%
184,472
-12,500
-6% -$633K
2 3
4
5 6

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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.