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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
FISV
151
Fiserv Inc
FISV
$27.5B
$4.46M 0.13%
43,961
-5,093
-10% -$515K
CB icon
152
Chubb
CB
$137B
$4.38M 0.12%
20,484
-1,225
-6% -$249K
IBM icon
153
IBM
IBM
$199B
$4.33M 0.12%
33,273
+2,690
+9% +$351K
VB icon
154
Vanguard Small-Cap ETF
VB
$79.7B
$4.32M 0.12%
20,328
-25,921
-56% -$5.46M
BMY icon
155
Bristol-Myers Squibb
BMY
$124B
$4.3M 0.12%
58,946
-5,207
-8% -$350K
EMR icon
156
Emerson Electric
EMR
$76.7B
$4.3M 0.12%
43,881
-5,177
-11% -$490K
TLT icon
157
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
$4.3M 0.12%
32,560
+16,750
+106% +$2.31M
TFC icon
158
Truist Financial
TFC
$62.6B
$4.16M 0.12%
73,431
-941
-1% -$58.1K
CAT icon
159
Caterpillar
CAT
$400B
$4.07M 0.12%
18,252
-1,557
-8% -$327K
GLW icon
160
Corning
GLW
$133B
$4.02M 0.11%
108,807
-12,578
-10% -$491K
KEY icon
161
KeyCorp
KEY
$25.2B
$3.75M 0.11%
167,428
-19,287
-10% -$480K
SPDW icon
162
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$3.72M 0.11%
108,434
-11,123
-9% -$386K
IJK icon
163
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$3.51M 0.1%
45,393
-3,794
-8% -$293K
AWK icon
164
American Water Works
AWK
$26.2B
$3.48M 0.1%
21,047
-4,721
-18% -$748K
IWV icon
165
iShares Russell 3000 ETF
IWV
$19.7B
$3.37M 0.1%
12,855
+2,103
+20% +$544K
MMM icon
166
3M
MMM
$84.1B
$3.33M 0.09%
26,758
-6,772
-20% -$900K
AIG icon
167
American International
AIG
$42.5B
$3.33M 0.09%
53,043
-3,373
-6% -$203K
SLYV icon
168
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.91B
$3.32M 0.09%
39,811
-9,002
-18% -$745K
MA icon
169
Mastercard
MA
$483B
$3.31M 0.09%
9,262
-3,880
-30% -$1.39M
BLK icon
170
Blackrock
BLK
$165B
$3.23M 0.09%
4,222
-318
-7% -$248K
SPLV icon
171
Invesco S&P 500 Low Volatility ETF
SPLV
$7.11B
$3.11M 0.09%
46,331
– –
NVS icon
172
Novartis
NVS
$289B
$3.08M 0.09%
35,064
-1,341
-4% -$116K
VSS icon
173
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$3.07M 0.09%
24,802
-3,336
-12% -$419K
GE icon
174
GE Aerospace
GE
$357B
$3.03M 0.09%
53,174
-8,041
-13% -$480K
PFF icon
175
iShares Preferred and Income Securities ETF
PFF
$13.3B
$3M 0.09%
82,236
-1,412
-2% -$51.9K
5 6
7
8 9

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.