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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
DVA icon
476
DaVita
DVA
$11.6B
$606K 0.01%
5,209
-34
-0.6% -$4.26K
HUBB icon
477
Hubbell
HUBB
$27.1B
$601K 0.01%
3,326
-95
-3% -$18.5K
DT icon
478
Dynatrace
DT
$14.3B
$600K 0.01%
8,448
-127
-1% -$8.33K
MFA
479
MFA Financial
MFA
$925M
$593K 0.01%
32,425
-701
-2% -$13K
AAXJ icon
480
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$592K 0.01%
6,968
-550
-7% -$48.6K
FMS icon
481
Fresenius Medical Care
FMS
$12.6B
$592K 0.01%
16,943
+126
+0.7% +$4.92K
QVCGA
482
DELISTED
QVC Group Inc Series A
QVCGA
$592K 0.01%
1,163
-64
-5% -$36K
SMCI icon
483
Super Micro Computer
SMCI
$24.3B
$591K 0.01%
+161,500
New +$586K
CRI icon
484
Carter's
CRI
$1.43B
$579K 0.01%
5,952
-26
-0.4% -$2.62K
KNSL icon
485
Kinsale Capital Group
KNSL
$8.51B
$573K 0.01%
3,541
+814
+30% +$141K
APH icon
486
Amphenol
APH
$210B
$570K 0.01%
15,566
-74
-0.5% -$2.72K
HAIN icon
487
Hain Celestial
HAIN
$52.9M
$569K 0.01%
13,300
-166
-1% -$6.58K
BWZ icon
488
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$287M
$568K 0.01%
18,258
-5,498
-23% -$173K
GBLI icon
489
Global Indemnity Group
GBLI
$409M
$567K 0.01%
20,816
+185
+0.9% +$4.95K
PXD
490
DELISTED
Pioneer Natural Resource Co.
PXD
$565K 0.01%
3,396
-2,209
-39% -$334K
ALLY icon
491
Ally Financial
ALLY
$13.5B
$563K 0.01%
11,025
+99
+0.9% +$5.12K
LEN icon
492
Lennar Class A
LEN
$20.5B
$553K 0.01%
6,099
-95
-2% -$9.4K
PWR icon
493
Quanta Services
PWR
$102B
$549K 0.01%
4,824
-22
-0.5% -$2.21K
ITGR icon
494
Integer Holdings
ITGR
$4.25B
$548K 0.01%
6,132
+253
+4% +$23.7K
ES icon
495
Eversource Energy
ES
$26.9B
$545K 0.01%
6,662
-414
-6% -$35.9K
BN icon
496
Brookfield
BN
$110B
$540K 0.01%
18,726
+3,633
+24% +$106K
NRG icon
497
NRG Energy
NRG
$25.4B
$537K 0.01%
13,149
-3,829
-23% -$163K
FTNT icon
498
Fortinet
FTNT
$118B
$534K 0.01%
9,135
+1,755
+24% +$102K
PFGC icon
499
Performance Food Group
PFGC
$16.9B
$534K 0.01%
11,486
-369
-3% -$17K
AFL icon
500
Aflac
AFL
$60.5B
$533K 0.01%
10,215
– –
18 19
20
21 22

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SCC
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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.