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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
LLY icon
101
Eli Lilly
LLY
$1.05T
$9.15M 0.26%
31,963
-11,720
-27% -$3.02M
OKE icon
102
Oneok
OKE
$58.9B
$9.08M 0.26%
128,578
-86,882
-40% -$5.56M
SNA icon
103
Snap-on
SNA
$21.3B
$8.99M 0.26%
43,760
+36,668
+517% +$7.74M
SHM icon
104
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$8.94M 0.25%
188,778
-78,589
-29% -$3.79M
IWN icon
105
iShares Russell 2000 Value ETF
IWN
$14.4B
$8.87M 0.25%
54,931
+7,329
+15% +$1.17M
NDAQ icon
106
Nasdaq
NDAQ
$51.8B
$8.81M 0.25%
148,293
-26,580
-15% -$1.57M
LRCX icon
107
Lam Research
LRCX
$392B
$8.58M 0.24%
159,520
+33,880
+27% +$1.97M
VBR icon
108
Vanguard Small-Cap Value ETF
VBR
$37.1B
$8.52M 0.24%
48,428
-18,405
-28% -$3.2M
REET icon
109
iShares Global REIT ETF
REET
$5.05B
$8.42M 0.24%
288,252
-105,091
-27% -$3M
ORCL icon
110
Oracle
ORCL
$364B
$8.06M 0.23%
97,473
-10,247
-10% -$830K
ABBV icon
111
AbbVie
ABBV
$450B
$7.82M 0.22%
48,263
-13,475
-22% -$1.96M
IWF icon
112
iShares Russell 1000 Growth ETF
IWF
$123B
$7.77M 0.22%
111,956
-98,004
-47% -$6.69M
CDW icon
113
CDW
CDW
$17B
$7.71M 0.22%
+43,116
New +$7.89M
KRE icon
114
State Street SPDR S&P Regional Banking ETF
KRE
$4.97B
$7.71M 0.22%
111,917
-16,865
-13% -$1.23M
TSLA icon
115
Tesla
TSLA
$1.43T
$7.69M 0.22%
21,399
-3,930
-16% -$1.22M
TGT icon
116
Target
TGT
$63.4B
$7.67M 0.22%
36,137
-9,339
-21% -$2.02M
ADP icon
117
Automatic Data Processing
ADP
$102B
$7.63M 0.22%
33,550
-4,555
-12% -$975K
CMCSA icon
118
Comcast
CMCSA
$85B
$7.62M 0.22%
162,837
-20,963
-11% -$1.01M
RTX icon
119
RTX Corp
RTX
$261B
$7.49M 0.21%
75,634
-16,151
-18% -$1.53M
SLYG icon
120
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
$7.44M 0.21%
88,753
+53,808
+154% +$4.54M
AMAT icon
121
Applied Materials
AMAT
$421B
$7.41M 0.21%
56,192
+8,148
+17% +$1.12M
C icon
122
Citigroup
C
$217B
$7.4M 0.21%
138,596
+9,924
+8% +$613K
WHR icon
123
Whirlpool
WHR
$2.48B
$7.4M 0.21%
42,839
+3,279
+8% +$665K
CVS icon
124
CVS Health
CVS
$137B
$7.33M 0.21%
72,375
-4,782
-6% -$502K
INTU icon
125
Intuit
INTU
$79.6B
$7.21M 0.21%
15,001
+160
+1% +$81.9K
3 4
5
6 7

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IA
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SCC
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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
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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.