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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
WEC icon
176
WEC Energy
WEC
$37.4B
$2.99M 0.09%
29,926
-2,473
-8% -$234K
INGR icon
177
Ingredion
INGR
$6.32B
$2.96M 0.08%
33,964
-60,461
-64% -$5.47M
DEO icon
178
Diageo
DEO
$45.7B
$2.81M 0.08%
13,840
+1,192
+9% +$239K
DE icon
179
Deere & Co
DE
$165B
$2.81M 0.08%
6,758
-648
-9% -$248K
PSA icon
180
Public Storage
PSA
$55.3B
$2.77M 0.08%
7,096
-638
-8% -$232K
SPTM icon
181
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$2.76M 0.08%
49,682
-3,805
-7% -$209K
TSM icon
182
TSMC
TSM
$2.16T
$2.76M 0.08%
26,478
-2,055
-7% -$240K
LMT icon
183
Lockheed Martin
LMT
$131B
$2.73M 0.08%
6,192
-198
-3% -$80.3K
SPEM icon
184
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$2.71M 0.08%
70,195
+48,617
+225% +$1.96M
IJR icon
185
iShares Core S&P Small-Cap ETF
IJR
$109B
$2.71M 0.08%
25,072
-475
-2% -$51.3K
TIP icon
186
iShares TIPS Bond ETF
TIP
$14.5B
$2.63M 0.08%
21,140
-12,355
-37% -$1.55M
VTI icon
187
Vanguard Total Stock Market ETF
VTI
$654B
$2.62M 0.07%
11,512
-1,273
-10% -$286K
RIO icon
188
Rio Tinto
RIO
$149B
$2.62M 0.07%
32,575
-818
-2% -$62.1K
NEM icon
189
Newmont
NEM
$101B
$2.57M 0.07%
32,384
-2,680
-8% -$181K
QRVO icon
190
Qorvo
QRVO
$7.65B
$2.57M 0.07%
20,705
-64,386
-76% -$8.71M
GPC icon
191
Genuine Parts
GPC
$16.6B
$2.54M 0.07%
20,199
-5,507
-21% -$712K
NTR icon
192
Nutrien
NTR
$32.9B
$2.52M 0.07%
24,274
-14,587
-38% -$1.21M
UPS icon
193
United Parcel Service
UPS
$97B
$2.5M 0.07%
11,649
-3,452
-23% -$734K
NOC icon
194
Northrop Grumman
NOC
$75.8B
$2.49M 0.07%
5,568
-124
-2% -$51.2K
QCOM icon
195
Qualcomm
QCOM
$180B
$2.48M 0.07%
16,249
-2,146
-12% -$360K
MUB icon
196
iShares National Muni Bond ETF
MUB
$45B
$2.48M 0.07%
22,625
-16,162
-42% -$1.82M
SBUX icon
197
Starbucks
SBUX
$118B
$2.46M 0.07%
27,058
-7,759
-22% -$732K
ELV icon
198
Elevance Health
ELV
$82.3B
$2.42M 0.07%
4,918
-947
-16% -$433K
PRU icon
199
Prudential Financial
PRU
$40.9B
$2.39M 0.07%
20,210
+580
+3% +$66K
STZ icon
200
Constellation Brands
STZ
$22.1B
$2.32M 0.07%
10,070
-269
-3% -$62.1K
6 7
8
9 10

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.