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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
+0.3%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.48B
AUM Growth
+$16.3M
Cap. Flow
+$21.9M
Cap. Flow %
0.49%
Top 10 Hldgs %
23.41%
Holding
747
New
27
Increased
267
Reduced
370
Closed
25

Top Buys

Rank Stock Value
1
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$46.3M
2
DFIV icon
Dimensional International Value ETF
DFIV
+$8.84M
3
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$7.19M
4
CE icon
Celanese
CE
+$6.28M
5
INTU icon
Intuit
INTU
+$5.68M

Top Sells

Rank Stock Value
1
ECL icon
Ecolab
ECL
+$7.54M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.99M
3
CVX icon
Chevron
CVX
+$4.78M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.76M
5
CHD icon
Church & Dwight Co
CHD
+$4.74M

Sector Composition

Rank Sector Weight
1 Technology 13.71%
2 Financials 9.09%
3 Healthcare 8.39%
4 Consumer Discretionary 8.03%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
226
Linde
LIN
$226B
$2.52M 0.06%
8,587
-255
-3% -$77.5K
NTAP icon
227
NetApp
NTAP
$38.9B
$2.48M 0.06%
27,667
-2,346
-8% -$198K
WAL icon
228
Western Alliance Bancorporation
WAL
$8.89B
$2.47M 0.06%
22,708
-816
-3% -$79.4K
CRNC icon
229
Cerence
CRNC
$381M
$2.46M 0.06%
25,649
-277
-1% -$30.2K
MO icon
230
Altria Group
MO
$109B
$2.44M 0.05%
53,526
-1,113
-2% -$53.8K
UP icon
231
Wheels Up
UP
$194M
$2.42M 0.05%
+1,838
New +$3.02M
PSA icon
232
Public Storage
PSA
$60.7B
$2.38M 0.05%
8,002
-88
-1% -$27.6K
XLK icon
233
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.36M 0.05%
31,652
-400
-1% -$30.9K
ODFL icon
234
Old Dominion Freight Line
ODFL
$43.4B
$2.35M 0.05%
16,472
-12
-0.1% -$1.67K
HUBS icon
235
HubSpot
HUBS
$11B
$2.29M 0.05%
3,388
-204
-6% -$131K
TLT icon
236
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$2.28M 0.05%
15,810
-7,500
-32% -$1.11M
VIG icon
237
Vanguard Dividend Appreciation ETF
VIG
$114B
$2.28M 0.05%
14,826
+200
+1% +$31.9K
STZ icon
238
Constellation Brands
STZ
$22.9B
$2.24M 0.05%
10,634
-150
-1% -$32.7K
NDSN icon
239
Nordson
NDSN
$17.3B
$2.17M 0.05%
9,119
-119
-1% -$27.5K
SBNY
240
DELISTED
Signature Bank
SBNY
$2.16M 0.05%
7,949
-81
-1% -$20.3K
DDOG icon
241
Datadog
DDOG
$88.6B
$2.16M 0.05%
15,301
+219
+1% +$27.7K
GWX icon
242
State Street SPDR S&P International Small Cap ETF
GWX
$919M
$2.16M 0.05%
56,036
-975
-2% -$38.1K
CMS icon
243
CMS Energy
CMS
$21.8B
$2.15M 0.05%
36,015
-357
-1% -$22.3K
LULU icon
244
lululemon athletica
LULU
$14.3B
$2.13M 0.05%
5,270
-46
-0.9% -$18.4K
XYZ
245
Block Inc
XYZ
$47.5B
$2.13M 0.05%
8,866
-68
-0.8% -$17.5K
FDX icon
246
FedEx
FDX
$76.3B
$2.1M 0.05%
9,568
-670
-7% -$182K
DVY icon
247
iShares Select Dividend ETF
DVY
$23.7B
$2.06M 0.05%
17,936
+190
+1% +$22.2K
TER icon
248
Teradyne
TER
$59.3B
$2.03M 0.05%
18,625
-38
-0.2% -$4.62K
JNK icon
249
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$2.02M 0.05%
18,456
-730
-4% -$80K
HEDJ icon
250
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$2.01M 0.04%
52,896
-1,820
-3% -$71.4K
8 9
10
11 12

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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 Q3 2021 Portfolio in Review

As of Q3 2021, People's United Financial held 747 positions worth $4.48B, up 0.37% from $4.47B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q3 2021 filing shows 27 new, 267 increased, 370 reduced and 25 closed positions. Its largest new stake was Dimensional International Value ETF: 267,434 shares worth $8.76M. The largest sale was Ecolab, an estimated $7.54M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

  • People's United Financial's largest Q3 2021 buy was Dimensional International Value ETF: 267,434 shares worth $8.76M.
  • People's United Financial added most to Vanguard Russell 1000 Growth ETF in Q3 2021, an estimated $46.3M increase.
  • People's United Financial's biggest Q3 2021 reduction was Ecolab, cutting an estimated $7.54M.
  • People's United Financial fully exited Brookfield Property REIT Inc. Class A Common Stock in Q3 2021, selling an estimated $453K.
  • People's United Financial's ten largest holdings make up 23% of its $4.48B portfolio in Q3 2021.
  • People's United Financial opened 27 new positions and closed 25 in Q3 2021.
  • People's United Financial's portfolio value rose 0.37% quarter-over-quarter to $4.48B.

Based on People's United Financial's 13F filing for Q3 2021, filed 12 Nov 2021.