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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
V icon
26
Visa
V
$675B
$37.9M 0.85%
170,155
-2,433
-1% -$571K
IJH icon
27
iShares Core S&P Mid-Cap ETF
IJH
$127B
$36.5M 0.81%
693,480
-1,735
-0.2% -$93.3K
META icon
28
Meta Platforms (Facebook)
META
$1.52T
$35.9M 0.8%
105,876
-1,348
-1% -$486K
SPIB icon
29
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$34.4M 0.77%
943,199
+941
+0.1% +$34.6K
COST icon
30
Costco
COST
$423B
$33.6M 0.75%
74,768
-1,247
-2% -$548K
DHR icon
31
Danaher
DHR
$147B
$33.2M 0.74%
123,157
-2,063
-2% -$562K
BAC icon
32
Bank of America
BAC
$447B
$32.8M 0.73%
773,558
-10,241
-1% -$413K
HON icon
33
Honeywell
HON
$77B
$32.4M 0.72%
162,109
-3,935
-2% -$839K
UNH icon
34
UnitedHealth
UNH
$371B
$32.2M 0.72%
82,485
-1,672
-2% -$693K
MBB icon
35
iShares MBS ETF
MBB
$38.9B
$30.7M 0.69%
284,195
-25,747
-8% -$2.79M
SPYG icon
36
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$29.9M 0.67%
466,643
-15,689
-3% -$1.04M
IUSG icon
37
iShares Core S&P US Growth ETF
IUSG
$33.8B
$29.9M 0.67%
291,578
-6,490
-2% -$686K
NVDA icon
38
NVIDIA
NVDA
$5.27T
$29.7M 0.66%
1,435,870
+33,190
+2% +$689K
IVE icon
39
iShares S&P 500 Value ETF
IVE
$50B
$28.5M 0.64%
196,121
+3,896
+2% +$581K
NEE icon
40
NextEra Energy
NEE
$177B
$28M 0.62%
356,001
-6,560
-2% -$529K
IWF icon
41
iShares Russell 1000 Growth ETF
IWF
$127B
$27.7M 0.62%
403,624
+10,832
+3% +$766K
IWO icon
42
iShares Russell 2000 Growth ETF
IWO
$14.9B
$27.6M 0.62%
94,075
+23,924
+34% +$7.19M
TXN icon
43
Texas Instruments
TXN
$256B
$27.3M 0.61%
141,806
-1,164
-0.8% -$222K
AGG icon
44
iShares Core US Aggregate Bond ETF
AGG
$137B
$26.8M 0.6%
233,606
+3,276
+1% +$380K
PYPL icon
45
PayPal
PYPL
$50.5B
$26M 0.58%
99,921
-1,103
-1% -$313K
RWO icon
46
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$25.9M 0.58%
506,879
-20,810
-4% -$1.11M
ADBE icon
47
Adobe
ADBE
$109B
$25.6M 0.57%
44,551
-1,108
-2% -$697K
SCZ icon
48
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$25M 0.56%
335,899
-5,391
-2% -$410K
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.13T
$25M 0.56%
91,524
+2,941
+3% +$826K
EFV icon
50
iShares MSCI EAFE Value ETF
EFV
$30B
$24.6M 0.55%
483,632
-7,886
-2% -$409K
1
2
3 4 5

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BAM
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ACI
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ACM
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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.