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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
RHI icon
451
Robert Half
RHI
$4.47B
$692K 0.02%
6,893
-388
-5% -$38K
KR icon
452
Kroger
KR
$35.2B
$690K 0.02%
17,072
+277
+2% +$11.6K
XLV icon
453
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$687K 0.02%
5,398
– –
PIPR icon
454
Piper Sandler
PIPR
$5.51B
$684K 0.02%
19,756
+1,432
+8% +$48K
POR icon
455
Portland General Electric
POR
$5.92B
$683K 0.02%
14,538
-186
-1% -$9.15K
SNPS icon
456
Synopsys
SNPS
$79.2B
$683K 0.02%
2,282
– –
IGM icon
457
iShares Expanded Tech Sector ETF
IGM
$11B
$671K 0.02%
9,972
– –
DOC
458
DELISTED
PHYSICIANS REALTY TRUST
DOC
$666K 0.01%
37,778
+760
+2% +$14.1K
COR
459
DELISTED
Coresite Realty Corporation
COR
$665K 0.01%
4,802
-52
-1% -$7.42K
ADM icon
460
Archer Daniels Midland
ADM
$38.7B
$663K 0.01%
11,052
-60
-0.5% -$3.6K
NOW icon
461
ServiceNow
NOW
$132B
$660K 0.01%
5,305
+45
+0.9% +$5.45K
MPC icon
462
Marathon Petroleum
MPC
$100B
$658K 0.01%
10,652
– –
R icon
463
Ryder
R
$10.1B
$653K 0.01%
7,899
+428
+6% +$32.9K
AUB icon
464
Atlantic Union Bankshares
AUB
$6.08B
$646K 0.01%
17,533
+308
+2% +$11.1K
SAN icon
465
Banco Santander
SAN
$211B
$644K 0.01%
177,996
+1,281
+0.7% +$4.73K
POWI icon
466
Power Integrations
POWI
$3.51B
$640K 0.01%
6,464
-385
-6% -$37.3K
VRSN icon
467
VeriSign
VRSN
$25.8B
$640K 0.01%
3,123
-136
-4% -$29.8K
DXCM icon
468
DexCom
DXCM
$34.4B
$638K 0.01%
4,668
+28
+0.6% +$3.53K
PARA
469
DELISTED
Paramount Global Class B
PARA
$634K 0.01%
+16,049
New +$654K
LW icon
470
Lamb Weston
LW
$7.45B
$630K 0.01%
10,273
-14,544
-59% -$985K
MU icon
471
Micron Technology
MU
$1.08T
$623K 0.01%
8,776
-864
-9% -$64.9K
ULTA icon
472
Ulta Beauty
ULTA
$22.2B
$622K 0.01%
1,722
-78
-4% -$28.2K
RSG icon
473
Republic Services
RSG
$66.1B
$617K 0.01%
5,141
+26
+0.5% +$3.11K
MSI icon
474
Motorola Solutions
MSI
$77B
$611K 0.01%
2,632
-972
-27% -$226K
SNN icon
475
Smith & Nephew
SNN
$12.6B
$607K 0.01%
17,666
-226
-1% -$8.9K
17 18
19
20 21

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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.