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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
CVCO icon
376
Cavco Industries
CVCO
$4.6B
$1M 0.02%
4,244
-70
-2% -$16.8K
EXP icon
377
Eagle Materials
EXP
$6.47B
$1M 0.02%
7,650
+191
+3% +$27.4K
J icon
378
Jacobs Solutions
J
$17B
$1M 0.02%
9,151
+15
+0.2% +$1.66K
MTD icon
379
Mettler-Toledo International
MTD
$28.8B
$1M 0.02%
727
+78
+12% +$117K
RS icon
380
Reliance Steel & Aluminium
RS
$21.8B
$999K 0.02%
7,017
+8
+0.1% +$1.2K
GD icon
381
General Dynamics
GD
$107B
$993K 0.02%
5,066
-32
-0.6% -$6.26K
NTRS icon
382
Northern Trust
NTRS
$35B
$989K 0.02%
9,176
+1
+0% +$114
PII icon
383
Polaris
PII
$3.9B
$983K 0.02%
8,217
-71
-0.9% -$9.02K
ALL icon
384
Allstate
ALL
$64.7B
$967K 0.02%
7,597
-2,690
-26% -$355K
DUK icon
385
Duke Energy
DUK
$96.3B
$967K 0.02%
9,911
+2,494
+34% +$258K
MAR icon
386
Marriott International
MAR
$92.5B
$966K 0.02%
6,522
-111
-2% -$15.5K
ENOV icon
387
Enovis
ENOV
$1.42B
$942K 0.02%
11,926
+193
+2% +$15.5K
ROCK icon
388
Gibraltar Industries
ROCK
$1.46B
$936K 0.02%
13,438
+73
+0.5% +$5.25K
SDY icon
389
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$936K 0.02%
7,962
+5
+0.1% +$612
BKNG icon
390
Booking.com
BKNG
$159B
$935K 0.02%
9,850
-1,575
-14% -$141K
SLAB icon
391
Silicon Laboratories
SLAB
$7.22B
$932K 0.02%
6,648
+103
+2% +$15.5K
NAVI icon
392
Navient
NAVI
$831M
$930K 0.02%
47,126
+1,957
+4% +$42K
CME icon
393
CME Group
CME
$94.3B
$929K 0.02%
4,805
-39
-0.8% -$7.9K
WCC
394
WESCO International
WCC
$17.8B
$918K 0.02%
7,961
-4
-0.1% -$441
CMG icon
395
Chipotle Mexican Grill
CMG
$41.3B
$911K 0.02%
25,050
-300
-1% -$10.9K
IEF icon
396
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$911K 0.02%
7,909
+498
+7% +$58.2K
DD icon
397
DuPont de Nemours
DD
$19.5B
$908K 0.02%
10,645
-532
-5% -$49.3K
CIEN icon
398
Ciena
CIEN
$61.2B
$899K 0.02%
17,517
-299
-2% -$16.6K
FCX icon
399
Freeport-McMoran
FCX
$96.9B
$896K 0.02%
27,531
+256
+0.9% +$9.01K
NSC icon
400
Norfolk Southern
NSC
$75.3B
$896K 0.02%
3,744
-217
-5% -$55.6K
14 15
16
17 18

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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.