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
EA icon
126
Electronic Arts
EA
$52.5B
$7.17M 0.2%
56,703
-425
-0.7% -$55.3K
NUE icon
127
Nucor
NUE
$52.5B
$7.14M 0.2%
48,062
-1,052
-2% -$129K
MS icon
128
Morgan Stanley
MS
$332B
$7.11M 0.2%
81,343
-10,556
-11% -$1.02M
EXPD icon
129
Expeditors International
EXPD
$23.2B
$7.07M 0.2%
68,558
+5,529
+9% +$610K
AMGN icon
130
Amgen
AMGN
$197B
$7.06M 0.2%
29,214
-5,220
-15% -$1.2M
TJX icon
131
TJX Companies
TJX
$172B
$7.02M 0.2%
115,808
-20,873
-15% -$1.4M
KO icon
132
Coca-Cola
KO
$353B
$6.91M 0.2%
111,463
-15,785
-12% -$960K
GLD icon
133
SPDR Gold Trust
GLD
$129B
$6.53M 0.19%
36,163
-7,884
-18% -$1.38M
CMI icon
134
Cummins
CMI
$88.2B
$6.37M 0.18%
31,072
-1,769
-5% -$383K
ECL icon
135
Ecolab
ECL
$75.6B
$6.2M 0.18%
35,092
-6,028
-15% -$1.13M
MDT icon
136
Medtronic
MDT
$107B
$6.14M 0.18%
55,389
-6,403
-10% -$676K
DFIV icon
137
Dimensional International Value ETF
DFIV
$20.4B
$6.03M 0.17%
180,079
-47,194
-21% -$1.59M
VNQ icon
138
Vanguard Real Estate ETF
VNQ
$39.4B
$6.01M 0.17%
55,450
-15,432
-22% -$1.63M
TRV icon
139
Travelers Companies
TRV
$78.4B
$5.55M 0.16%
30,375
+600
+2% +$103K
LOW icon
140
Lowe's Companies
LOW
$115B
$5.52M 0.16%
27,310
-6,567
-19% -$1.51M
IWR icon
141
iShares Russell Mid-Cap ETF
IWR
$56.5B
$5.49M 0.16%
70,375
-90,982
-56% -$7M
MDLZ icon
142
Mondelez International
MDLZ
$77.4B
$5.48M 0.16%
87,324
-5,412
-6% -$352K
LH icon
143
Labcorp
LH
$23.1B
$5.12M 0.15%
22,607
-586
-3% -$138K
MET icon
144
MetLife
MET
$59.8B
$4.94M 0.14%
70,314
+472
+0.7% +$31.9K
VO icon
145
Vanguard Mid-Cap ETF
VO
$105B
$4.92M 0.14%
82,796
+5,156
+7% +$302K
WMT icon
146
Walmart Inc
WMT
$893B
$4.9M 0.14%
98,766
-21,504
-18% -$1.01M
PYPL icon
147
PayPal
PYPL
$50.1B
$4.9M 0.14%
42,346
-41,842
-50% -$5.57M
T icon
148
AT&T
T
$153B
$4.83M 0.14%
270,671
-69,944
-21% -$1.29M
WM icon
149
Waste Management
WM
$96B
$4.75M 0.14%
29,937
-4,418
-13% -$670K
AJG icon
150
Arthur J. Gallagher & Co
AJG
$65.2B
$4.54M 0.13%
26,032
-4,679
-15% -$746K
4 5
6
7 8

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.