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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
ATCO
251
DELISTED
Atlas Corp.
ATCO
$2.01M 0.04%
132,237
+7,610
+6% +$109K
HZNP
252
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$2M 0.04%
18,229
+870
+5% +$90.3K
VCSH icon
253
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.99M 0.04%
24,082
+1,294
+6% +$107K
CTLT
254
DELISTED
CATALENT, INC.
CTLT
$1.97M 0.04%
14,818
-311
-2% -$38.8K
D icon
255
Dominion Energy
D
$59.7B
$1.94M 0.04%
26,560
-382
-1% -$29.1K
CLX icon
256
Clorox
CLX
$12.9B
$1.92M 0.04%
11,581
-1,242
-10% -$214K
EQNR icon
257
Equinor
EQNR
$97B
$1.91M 0.04%
75,023
+3,513
+5% +$75.2K
ETN icon
258
Eaton
ETN
$180B
$1.91M 0.04%
12,770
+8,092
+173% +$1.29M
PH icon
259
Parker-Hannifin
PH
$135B
$1.9M 0.04%
6,776
+243
+4% +$72.3K
SWK icon
260
Stanley Black & Decker
SWK
$15.5B
$1.87M 0.04%
10,657
-3
-0% -$585
IEFA icon
261
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.85M 0.04%
24,964
-246
-1% -$18.7K
DIA icon
262
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$1.85M 0.04%
5,458
-148
-3% -$51.7K
BIIB icon
263
Biogen
BIIB
$30.6B
$1.84M 0.04%
6,495
-341
-5% -$112K
KHC icon
264
Kraft Heinz
KHC
$28.9B
$1.84M 0.04%
49,885
-462
-0.9% -$17.4K
VEA icon
265
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.8M 0.04%
35,721
-2,502
-7% -$130K
BX icon
266
Blackstone
BX
$109B
$1.8M 0.04%
15,455
+11,634
+304% +$1.35M
ESI icon
267
Element Solutions
ESI
$9.32B
$1.8M 0.04%
82,867
+11,864
+17% +$271K
VOO icon
268
Vanguard S&P 500 ETF
VOO
$1.03T
$1.79M 0.04%
4,540
-50
-1% -$20.3K
BND icon
269
Vanguard Total Bond Market
BND
$161B
$1.78M 0.04%
20,881
+8,350
+67% +$721K
MGM icon
270
MGM Resorts International
MGM
$11B
$1.78M 0.04%
41,355
-351
-0.8% -$14.3K
TTC icon
271
Toro Company
TTC
$9.31B
$1.78M 0.04%
18,246
-382
-2% -$41.7K
YUM icon
272
Yum! Brands
YUM
$40.7B
$1.77M 0.04%
14,483
+194
+1% +$24.6K
ACHC icon
273
Acadia Healthcare
ACHC
$2.97B
$1.77M 0.04%
27,717
+493
+2% +$31.1K
AN icon
274
AutoNation
AN
$6.87B
$1.76M 0.04%
14,441
+16
+0.1% +$1.81K
AMD icon
275
Advanced Micro Devices
AMD
$794B
$1.75M 0.04%
17,024
+622
+4% +$63.6K
9 10
11
12 13

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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 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.