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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
SO icon
426
Southern Company
SO
$106B
$805K 0.02%
12,985
+1,001
+8% +$64.4K
FSS icon
427
Federal Signal
FSS
$7.71B
$804K 0.02%
20,818
+2,153
+12% +$84.7K
WY icon
428
Weyerhaeuser
WY
$17.8B
$804K 0.02%
22,602
-868
-4% -$30.4K
CINF icon
429
Cincinnati Financial
CINF
$26.5B
$793K 0.02%
6,944
+1
+0% +$119
ITB icon
430
iShares US Home Construction ETF
ITB
$2.34B
$791K 0.02%
11,945
-1,084
-8% -$76.4K
STT icon
431
State Street
STT
$52.2B
$790K 0.02%
9,321
-321
-3% -$27.9K
IDA icon
432
Idacorp
IDA
$8.21B
$782K 0.02%
7,567
+216
+3% +$22.6K
NBIX icon
433
Neurocrine Biosciences
NBIX
$15.9B
$768K 0.02%
8,010
-191
-2% -$18K
HXL icon
434
Hexcel
HXL
$7.74B
$763K 0.02%
12,852
+12
+0.1% +$692
DOW icon
435
Dow Inc
DOW
$22.1B
$756K 0.02%
13,133
+52
+0.4% +$3.18K
SCHF icon
436
Schwab International Equity ETF
SCHF
$69.1B
$753K 0.02%
38,920
-898
-2% -$17.9K
WBS icon
437
Webster Financial
WBS
$12.8B
$751K 0.02%
13,795
+309
+2% +$15.4K
AROW icon
438
Arrow Financial
AROW
$725M
$734K 0.02%
22,656
-1
-0% -$33
VTV icon
439
Vanguard Morningstar Value ETF
VTV
$193B
$734K 0.02%
5,419
-372
-6% -$51.8K
WPC icon
440
W.P. Carey
WPC
$16.1B
$731K 0.02%
10,220
+7,147
+233% +$544K
DVN icon
441
Devon Energy
DVN
$49.3B
$729K 0.02%
20,540
+10,270
+100% +$291K
HPP
442
Hudson Pacific Properties
HPP
$777M
$717K 0.02%
3,900
+56
+1% +$10.6K
IFF icon
443
International Flavors & Fragrances
IFF
$21.4B
$716K 0.02%
5,354
+159
+3% +$23.3K
MTN icon
444
Vail Resorts
MTN
$5.29B
$714K 0.02%
2,138
+80
+4% +$24.7K
MZTI
445
The Marzetti Company
MZTI
$3.18B
$707K 0.02%
4,188
+100
+2% +$18.5K
TWLO icon
446
Twilio
TWLO
$37.9B
$707K 0.02%
2,217
– –
JAZZ icon
447
Jazz Pharmaceuticals
JAZZ
$16.2B
$701K 0.02%
5,382
-97
-2% -$14.7K
DEA
448
Easterly Government Properties
DEA
$1.16B
$698K 0.02%
13,507
-50
-0.4% -$2.7K
SAM icon
449
Boston Beer
SAM
$1.89B
$698K 0.02%
1,370
-260
-16% -$177K
RY icon
450
Royal Bank of Canada
RY
$297B
$696K 0.02%
+7,000
New +$713K
16 17
18
19 20

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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.