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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
PSX icon
201
Phillips 66
PSX
$83B
$2.26M 0.06%
26,208
-3,707
-12% -$312K
VCLT icon
202
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.84B
$2.23M 0.06%
+23,853
New +$2.32M
EOG icon
203
EOG Resources
EOG
$77.5B
$2.21M 0.06%
18,560
+6,402
+53% +$713K
NTAP icon
204
NetApp
NTAP
$32.3B
$2.21M 0.06%
26,656
+3,207
+14% +$279K
PAYX icon
205
Paychex
PAYX
$39.4B
$2.19M 0.06%
16,051
+7,944
+98% +$975K
CSX icon
206
CSX Corp
CSX
$98.1B
$2.19M 0.06%
58,440
-51,231
-47% -$1.81M
IWB icon
207
iShares Russell 1000 ETF
IWB
$47.7B
$2.17M 0.06%
8,657
-23,812
-73% -$5.88M
CMS icon
208
CMS Energy
CMS
$22.9B
$2.16M 0.06%
30,884
-2,615
-8% -$170K
ATCO
209
DELISTED
Atlas Corp.
ATCO
$2.14M 0.06%
146,010
+105
+0.1% +$1.55K
PM icon
210
Philip Morris
PM
$298B
$2.12M 0.06%
22,576
-669
-3% -$66.9K
KHC icon
211
Kraft Heinz
KHC
$30.1B
$2.09M 0.06%
52,973
+1,043
+2% +$39.1K
RSP icon
212
Invesco S&P 500 Equal Weight ETF
RSP
$95.3B
$2.08M 0.06%
13,158
-10,904
-45% -$1.7M
AXP icon
213
American Express
AXP
$233B
$2.06M 0.06%
11,014
-4,773
-30% -$862K
APD icon
214
Air Products & Chemicals
APD
$65.5B
$2.05M 0.06%
8,211
-1,368
-14% -$352K
IT icon
215
Gartner
IT
$8.95B
$2.04M 0.06%
6,876
-1,116
-14% -$323K
BA icon
216
Boeing
BA
$165B
$2.04M 0.06%
10,655
-2,490
-19% -$500K
CHD icon
217
Church & Dwight Co
CHD
$22.8B
$2.03M 0.06%
20,446
-8,563
-30% -$853K
BX icon
218
Blackstone
BX
$152B
$2.02M 0.06%
15,903
-1,061
-6% -$129K
TER icon
219
Teradyne
TER
$58.5B
$2.01M 0.06%
17,036
-853
-5% -$108K
VGK icon
220
Vanguard FTSE Europe ETF
VGK
$29.8B
$2.01M 0.06%
32,295
+24,315
+305% +$1.56M
BHB icon
221
Bar Harbor Bankshares
BHB
$640M
$1.95M 0.06%
67,965
– –
SBNY
222
DELISTED
Signature Bank
SBNY
$1.94M 0.06%
6,621
-1,475
-18% -$479K
SUSC icon
223
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.94M 0.06%
77,199
-29,312
-28% -$759K
EQNR icon
224
Equinor
EQNR
$97.4B
$1.93M 0.06%
50,591
-14,367
-22% -$447K
CAH icon
225
Cardinal Health
CAH
$52.9B
$1.92M 0.05%
33,879
-8,298
-20% -$444K
7 8
9
10 11

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IA
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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.