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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
ESGU icon
276
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$1.75M 0.04%
17,779
-2,765
-13% -$280K
KTB icon
277
Kontoor Brands
KTB
$4.41B
$1.73M 0.04%
34,678
+3,750
+12% +$208K
NEM icon
278
Newmont
NEM
$126B
$1.71M 0.04%
31,398
+3,697
+13% +$218K
STE icon
279
Steris
STE
$22.8B
$1.7M 0.04%
8,300
-279
-3% -$59.7K
RBC icon
280
RBC Bearings
RBC
$17.7B
$1.67M 0.04%
7,891
-10
-0.1% -$2.17K
AZN icon
281
AstraZeneca
AZN
$246B
$1.67M 0.04%
13,919
+267
+2% +$31.1K
VBK icon
282
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$1.66M 0.04%
5,926
-226
-4% -$64.7K
DPZ icon
283
Domino's
DPZ
$11.7B
$1.65M 0.04%
3,454
+70
+2% +$35.4K
RIO icon
284
Rio Tinto
RIO
$167B
$1.64M 0.04%
24,525
+1,948
+9% +$152K
CL icon
285
Colgate-Palmolive
CL
$73.6B
$1.64M 0.04%
21,639
-462
-2% -$36.7K
PBE icon
286
Invesco Biotechnology & Genome ETF
PBE
$357M
$1.61M 0.04%
21,550
– –
CTVA icon
287
Corteva
CTVA
$50.5B
$1.6M 0.04%
37,920
-755
-2% -$32.7K
EXPO icon
288
Exponent
EXPO
$3.18B
$1.59M 0.04%
14,039
-753
-5% -$81.2K
IEI icon
289
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.58M 0.04%
12,161
-355
-3% -$46.6K
GILD icon
290
Gilead Sciences
GILD
$169B
$1.58M 0.04%
22,604
-1,283
-5% -$90.1K
BJ icon
291
BJs Wholesale Club
BJ
$12B
$1.57M 0.04%
28,572
+450
+2% +$24K
IGSB icon
292
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.57M 0.04%
28,708
-4,380
-13% -$240K
ASML icon
293
ASML
ASML
$703B
$1.57M 0.04%
2,104
+197
+10% +$155K
IR icon
294
Ingersoll Rand
IR
$32.5B
$1.57M 0.03%
31,071
-327
-1% -$16.6K
GM icon
295
General Motors
GM
$77.1B
$1.56M 0.03%
29,650
-793
-3% -$42.1K
PB icon
296
Prosperity Bancshares
PB
$8.85B
$1.55M 0.03%
21,818
– –
VTRS icon
297
Viatris
VTRS
$18.6B
$1.55M 0.03%
114,465
+2,909
+3% +$41.3K
VER
298
DELISTED
VEREIT, Inc.
VER
$1.54M 0.03%
34,128
-2,530
-7% -$123K
ACI icon
299
Albertsons Companies
ACI
$5.84B
$1.54M 0.03%
+49,498
New +$1.3M
VICI icon
300
VICI Properties
VICI
$28.6B
$1.54M 0.03%
54,081
+2,634
+5% +$80.3K
10 11
12
13 14

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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.