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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
MOH icon
326
Molina Healthcare
MOH
$10.7B
$1.36M 0.03%
5,028
+11
+0.2% +$2.9K
PNFP icon
327
Pinnacle Financial Partners Inc
PNFP
$16.2B
$1.32M 0.03%
14,020
+151
+1% +$13.9K
OTIS icon
328
Otis Worldwide
OTIS
$27.8B
$1.31M 0.03%
15,963
-785
-5% -$69K
PLUG icon
329
Plug Power
PLUG
$3.2B
$1.29M 0.03%
50,672
– –
ESML icon
330
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.96B
$1.29M 0.03%
33,144
+1,309
+4% +$51.8K
FIVE icon
331
Five Below
FIVE
$13.4B
$1.29M 0.03%
7,284
+74
+1% +$14.7K
KEYS icon
332
Keysight
KEYS
$60.5B
$1.29M 0.03%
7,841
+402
+5% +$67.5K
COF icon
333
Capital One
COF
$137B
$1.27M 0.03%
7,865
-295
-4% -$48.1K
MANH icon
334
Manhattan Associates
MANH
$11.7B
$1.27M 0.03%
8,308
+2,024
+32% +$316K
AGO icon
335
Assured Guaranty
AGO
$3.35B
$1.27M 0.03%
27,093
+342
+1% +$16.3K
CHTR icon
336
Charter Communications
CHTR
$18.7B
$1.25M 0.03%
1,720
-68
-4% -$51.6K
SONY icon
337
Sony
SONY
$138B
$1.25M 0.03%
56,515
+45,685
+422% +$956K
GIS icon
338
General Mills
GIS
$20.8B
$1.25M 0.03%
20,876
-965
-4% -$57K
BDX icon
339
Becton Dickinson
BDX
$49.6B
$1.25M 0.03%
5,197
-189
-4% -$46.4K
YUMC icon
340
Yum China
YUMC
$16.2B
$1.24M 0.03%
21,346
-921
-4% -$56.6K
KWR icon
341
Quaker Houghton
KWR
$2.95B
$1.24M 0.03%
5,199
-73
-1% -$17.9K
HSY icon
342
Hershey
HSY
$37.4B
$1.23M 0.03%
7,259
-269
-4% -$47.5K
SPGI icon
343
S&P Global
SPGI
$125B
$1.21M 0.03%
2,857
+752
+36% +$326K
WRK
344
DELISTED
WestRock Company
WRK
$1.21M 0.03%
24,248
-6,268
-21% -$317K
LEA icon
345
Lear
LEA
$8.16B
$1.2M 0.03%
7,694
+290
+4% +$47.5K
BWX icon
346
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$1.2M 0.03%
41,582
-632
-1% -$18.6K
TEL icon
347
TE Connectivity
TEL
$62.2B
$1.19M 0.03%
8,687
+906
+12% +$131K
ZM icon
348
Zoom
ZM
$32.2B
$1.18M 0.03%
4,529
+177
+4% +$59.7K
GNMA icon
349
iShares GNMA Bond ETF
GNMA
$434M
$1.18M 0.03%
23,593
-235
-1% -$11.8K
TMUS icon
350
T-Mobile US
TMUS
$197B
$1.18M 0.03%
9,223
+999
+12% +$139K
12 13
14
15 16

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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.