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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
BAH icon
351
Booz Allen Hamilton
BAH
$9.43B
$1.17M 0.03%
14,744
-594
-4% -$49.6K
TKR icon
352
Timken Company
TKR
$9.01B
$1.17M 0.03%
17,849
-648
-4% -$48.2K
GTES icon
353
Gates Industrial Corporation Ltd.
GTES
$7.09B
$1.16M 0.03%
71,091
+6,743
+10% +$115K
PCTY icon
354
Paylocity
PCTY
$7.68B
$1.15M 0.03%
4,108
+669
+19% +$161K
FANG icon
355
Diamondback Energy
FANG
$56.3B
$1.15M 0.03%
12,127
+686
+6% +$55.1K
IWP icon
356
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$1.14M 0.03%
10,210
-134
-1% -$15.4K
BURL icon
357
Burlington
BURL
$22.3B
$1.13M 0.03%
3,987
-103
-3% -$32.9K
RBA icon
358
RB Global
RBA
$16.1B
$1.13M 0.03%
18,315
-2,341
-11% -$143K
MSM icon
359
MSC Industrial Direct
MSM
$6.65B
$1.13M 0.03%
14,048
+19
+0.1% +$1.61K
SYNH
360
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$1.13M 0.03%
12,867
+685
+6% +$62K
MAN icon
361
ManpowerGroup
MAN
$2.62B
$1.12M 0.03%
10,368
-554
-5% -$64.6K
LHX icon
362
L3Harris
LHX
$53.8B
$1.12M 0.02%
5,077
-18
-0.4% -$4.09K
AGR
363
DELISTED
Avangrid, Inc.
AGR
$1.11M 0.02%
22,857
-339
-1% -$17.8K
PAYX icon
364
Paychex
PAYX
$42.5B
$1.1M 0.02%
9,771
+3
+0% +$337
XLY icon
365
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$1.09M 0.02%
12,164
-520
-4% -$47.2K
COIN icon
366
Coinbase
COIN
$39.4B
$1.08M 0.02%
+4,743
New +$1.17M
TXRH icon
367
Texas Roadhouse
TXRH
$14B
$1.08M 0.02%
11,783
+544
+5% +$50.8K
AEP icon
368
American Electric Power
AEP
$67.6B
$1.06M 0.02%
13,073
-58
-0.4% -$5.06K
AVGO icon
369
Broadcom
AVGO
$1.98T
$1.06M 0.02%
21,810
+260
+1% +$12.6K
SAP icon
370
SAP
SAP
$235B
$1.06M 0.02%
7,838
-89
-1% -$12.9K
DORM icon
371
Dorman Products
DORM
$3.99B
$1.06M 0.02%
11,163
-177
-2% -$17.5K
NEOG icon
372
Neogen
NEOG
$2.51B
$1.05M 0.02%
24,256
+1,902
+9% +$82.7K
BAX icon
373
Baxter International
BAX
$14B
$1.04M 0.02%
12,960
+337
+3% +$26.6K
PPG icon
374
PPG Industries
PPG
$25.5B
$1.03M 0.02%
7,216
-289
-4% -$46.4K
EPAM icon
375
EPAM Systems
EPAM
$5.15B
$1.03M 0.02%
1,800
-1,359
-43% -$800K
13 14
15
16 17

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BAM
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ACI
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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.