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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
MRNA icon
401
Moderna
MRNA
$25.4B
$892K 0.02%
2,319
+195
+9% +$71.9K
IMTM icon
402
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.32B
$888K 0.02%
23,315
+216
+0.9% +$8.48K
GMED icon
403
Globus Medical
GMED
$11.5B
$886K 0.02%
11,567
+380
+3% +$30.5K
NUAN
404
DELISTED
Nuance Communications, Inc.
NUAN
$885K 0.02%
16,082
– –
OSK icon
405
Oshkosh
OSK
$9.61B
$877K 0.02%
8,564
-20
-0.2% -$2.3K
ATH
406
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$869K 0.02%
12,617
+26
+0.2% +$1.73K
CACI icon
407
CACI
CACI
$15B
$868K 0.02%
3,310
-48
-1% -$12.4K
EBAY icon
408
eBay
EBAY
$45.5B
$865K 0.02%
12,422
+161
+1% +$11.5K
WFC icon
409
Wells Fargo
WFC
$269B
$859K 0.02%
18,510
-640
-3% -$29.6K
OGE icon
410
OGE Energy
OGE
$9.69B
$858K 0.02%
26,045
+436
+2% +$15.1K
DBO icon
411
Invesco DB Oil Fund
DBO
$393M
$857K 0.02%
62,463
– –
ACC
412
DELISTED
American Campus Communities, Inc.
ACC
$856K 0.02%
17,676
+333
+2% +$16.5K
ATR icon
413
AptarGroup
ATR
$8.47B
$852K 0.02%
7,140
-322
-4% -$42.4K
ADI icon
414
Analog Devices
ADI
$187B
$840K 0.02%
5,013
+1,525
+44% +$256K
TSCO icon
415
Tractor Supply
TSCO
$19B
$838K 0.02%
20,670
+1,205
+6% +$46.7K
ALGN icon
416
Align Technology
ALGN
$12.4B
$836K 0.02%
1,256
-373
-23% -$253K
GBCI icon
417
Glacier Bancorp
GBCI
$6.4B
$835K 0.02%
15,086
-149
-1% -$7.84K
FTV icon
418
Fortive
FTV
$18.6B
$829K 0.02%
15,592
-1,794
-10% -$98.2K
BABA icon
419
Alibaba
BABA
$300B
$826K 0.02%
5,580
-5,634
-50% -$1.03M
A icon
420
Agilent Technologies
A
$41.9B
$825K 0.02%
5,237
-384
-7% -$62.1K
GGG icon
421
Graco
GGG
$13.4B
$825K 0.02%
11,787
-3,550
-23% -$272K
BRK.A icon
422
Berkshire Hathaway Class A
BRK.A
$1.09T
$823K 0.02%
2
– –
MKTX icon
423
MarketAxess Holdings
MKTX
$5.72B
$821K 0.02%
1,951
-698
-26% -$320K
BR icon
424
Broadridge
BR
$19.3B
$819K 0.02%
4,917
+429
+10% +$73.1K
WBA
425
DELISTED
Walgreens Boots Alliance
WBA
$814K 0.02%
17,304
+70
+0.4% +$3.38K
15 16
17
18 19

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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.