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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
ARNC
501
DELISTED
Arconic Corporation
ARNC
$533K 0.01%
16,915
-1,891
-10% -$64.6K
BFAM icon
502
Bright Horizons
BFAM
$3.75B
$530K 0.01%
3,804
+73
+2% +$10.7K
LNC icon
503
Lincoln National
LNC
$8.41B
$530K 0.01%
7,710
+1,536
+25% +$100K
MGK icon
504
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$530K 0.01%
11,290
– –
TWTR
505
DELISTED
Twitter, Inc.
TWTR
$524K 0.01%
8,678
-135
-2% -$8.87K
ATVI
506
DELISTED
Activision Blizzard
ATVI
$524K 0.01%
6,768
-101
-1% -$8.44K
VUG icon
507
Vanguard Morningstar Growth ETF
VUG
$229B
$523K 0.01%
10,812
-3,906
-27% -$194K
XLI icon
508
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$523K 0.01%
5,344
+390
+8% +$40.1K
KMPR icon
509
Kemper
KMPR
$1.57B
$520K 0.01%
7,778
-219
-3% -$14.9K
EMN icon
510
Eastman Chemical
EMN
$8.35B
$518K 0.01%
5,142
-108
-2% -$11.9K
OLED icon
511
Universal Display
OLED
$4.24B
$515K 0.01%
3,013
– –
ITUB icon
512
Itaú Unibanco
ITUB
$82.3B
$514K 0.01%
134,114
-32,857
-20% -$135K
DKNG icon
513
DraftKings
DKNG
$12.7B
$513K 0.01%
10,645
+11
+0.1% +$583
SNDR icon
514
Schneider National
SNDR
$6.26B
$513K 0.01%
22,575
+244
+1% +$5.39K
CERN
515
DELISTED
Cerner Corp
CERN
$495K 0.01%
7,026
-309
-4% -$23.9K
INN
516
Summit Hotel Properties
INN
$648M
$491K 0.01%
50,962
-346
-0.7% -$3.17K
SPSB icon
517
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$488K 0.01%
15,608
+842
+6% +$26.3K
ROP icon
518
Roper Technologies
ROP
$38.9B
$485K 0.01%
1,087
+2
+0.2% +$958
SHW icon
519
Sherwin-Williams
SHW
$87.8B
$484K 0.01%
1,731
-10
-0.6% -$2.93K
BHF icon
520
Brighthouse Financial
BHF
$3.42B
$483K 0.01%
10,687
-152
-1% -$6.85K
MCHP icon
521
Microchip Technology
MCHP
$43.7B
$481K 0.01%
6,266
– –
HPQ icon
522
HP
HPQ
$26.3B
$480K 0.01%
17,553
-121
-0.7% -$3.48K
MCO icon
523
Moody's
MCO
$82.6B
$478K 0.01%
1,347
+154
+13% +$58K
HUM icon
524
Humana
HUM
$46.2B
$474K 0.01%
1,218
-3,607
-75% -$1.53M
LUV icon
525
Southwest Airlines
LUV
$22B
$473K 0.01%
9,200
+364
+4% +$18.4K
19 20
21
22 23

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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.