We are live on ! Find out more
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
CGNX icon
301
Cognex
CGNX
$10.3B
$1.53M 0.03%
19,139
-570
-3% -$49K
SYK icon
302
Stryker
SYK
$132B
$1.53M 0.03%
5,791
-91
-2% -$24.3K
SUI icon
303
Sun Communities
SUI
$14.4B
$1.53M 0.03%
8,243
-180
-2% -$34.7K
ED icon
304
Consolidated Edison
ED
$39.8B
$1.51M 0.03%
20,790
-28
-0.1% -$2.09K
ZBH icon
305
Zimmer Biomet
ZBH
$18.3B
$1.51M 0.03%
10,604
-305
-3% -$44.9K
BHB icon
306
Bar Harbor Bankshares
BHB
$675M
$1.49M 0.03%
53,163
-14,803
-22% -$409K
VOYA icon
307
Voya Financial
VOYA
$9.01B
$1.49M 0.03%
24,198
+157
+0.7% +$9.99K
CAH icon
308
Cardinal Health
CAH
$54.8B
$1.48M 0.03%
29,979
+3,138
+12% +$170K
BNY
309
Bank of New York Mellon
BNY
$110B
$1.48M 0.03%
28,520
-418
-1% -$21.7K
SCHX icon
310
Schwab US Large- Cap ETF
SCHX
$74.4B
$1.47M 0.03%
84,588
-3,666
-4% -$65.4K
PHG icon
311
Philips
PHG
$26.1B
$1.46M 0.03%
39,836
+4,532
+13% +$172K
DFAC icon
312
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$1.46M 0.03%
54,758
+68
+0.1% +$1.85K
DOCU
313
DocuSign
DOCU
$11B
$1.44M 0.03%
5,611
+191
+4% +$55K
LAD icon
314
Lithia Motors
LAD
$8.21B
$1.44M 0.03%
4,546
-70
-2% -$24.4K
SPEM icon
315
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$1.44M 0.03%
33,880
-482
-1% -$20.9K
RPD icon
316
Rapid7
RPD
$840M
$1.44M 0.03%
12,741
+161
+1% +$18.2K
CI icon
317
Cigna
CI
$72.4B
$1.44M 0.03%
7,181
-136
-2% -$29.6K
SLYG icon
318
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$1.43M 0.03%
16,418
+6,637
+68% +$586K
SUB icon
319
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.43M 0.03%
13,293
+1,205
+10% +$130K
ENTG icon
320
Entegris
ENTG
$24.2B
$1.43M 0.03%
11,344
-814
-7% -$98.1K
FAF icon
321
First American
FAF
$7.36B
$1.41M 0.03%
21,093
-2,122
-9% -$142K
IJT icon
322
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
$1.41M 0.03%
10,838
+200
+2% +$26.4K
SNA icon
323
Snap-on
SNA
$21.1B
$1.4M 0.03%
6,706
+611
+10% +$135K
KMI icon
324
Kinder Morgan
KMI
$70.6B
$1.39M 0.03%
82,947
+657
+0.8% +$11.2K
RPM icon
325
RPM International
RPM
$14.7B
$1.39M 0.03%
17,830
-1,414
-7% -$119K
11 12
13
14 15

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.