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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
HCA icon
526
HCA Healthcare
HCA
$89.1B
$472K 0.01%
1,944
+77
+4% +$18.8K
CSGP icon
527
CoStar Group
CSGP
$13.2B
$470K 0.01%
5,461
-1,619
-23% -$140K
XPO icon
528
XPO
XPO
$25.1B
$469K 0.01%
9,923
-928
-9% -$46.5K
DELL icon
529
Dell
DELL
$319B
$467K 0.01%
8,861
-371
-4% -$18.5K
ANSS
530
DELISTED
Ansys
ANSS
$465K 0.01%
1,365
-260
-16% -$93.9K
KLAC icon
531
KLA
KLAC
$274B
$464K 0.01%
13,880
– –
TROW icon
532
T. Rowe Price
TROW
$23.8B
$462K 0.01%
2,349
+135
+6% +$28.4K
OKTA icon
533
Okta
OKTA
$26.8B
$461K 0.01%
1,943
-90
-4% -$22.3K
XLE icon
534
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$457K 0.01%
17,554
– –
EXC icon
535
Exelon
EXC
$46.9B
$452K 0.01%
13,112
+263
+2% +$8.99K
GWW icon
536
W.W. Grainger
GWW
$62B
$447K 0.01%
1,138
+121
+12% +$52.5K
TRMB icon
537
Trimble
TRMB
$13.2B
$441K 0.01%
+5,365
New +$471K
DHI icon
538
D.R. Horton
DHI
$41.7B
$439K 0.01%
5,225
+23
+0.4% +$2.12K
FIX icon
539
Comfort Systems
FIX
$61.2B
$437K 0.01%
+6,128
New +$456K
RPG icon
540
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$437K 0.01%
11,360
-1,005
-8% -$39.3K
VGT icon
541
Vanguard Information Technology ETF
VGT
$151B
$437K 0.01%
8,712
-16
-0.2% -$829
MCHI icon
542
iShares MSCI China ETF
MCHI
$6.14B
$434K 0.01%
6,427
-3,010
-32% -$217K
DFS
543
DELISTED
Discover Financial Services
DFS
$428K 0.01%
3,485
-211
-6% -$26.5K
FBIN icon
544
Fortune Brands Innovations
FBIN
$5.79B
$428K 0.01%
5,598
+31
+0.6% +$2.58K
NUS icon
545
Nu Skin
NUS
$234M
$426K 0.01%
10,530
-34,917
-77% -$1.77M
ICE icon
546
Intercontinental Exchange
ICE
$86.7B
$424K 0.01%
3,689
-224
-6% -$26.6K
OMF icon
547
OneMain Financial
OMF
$7.51B
$424K 0.01%
7,668
-107
-1% -$6.22K
CHE icon
548
Chemed
CHE
$7.06B
$423K 0.01%
910
-7
-0.8% -$3.3K
LBRDK icon
549
Liberty Broadband Class C
LBRDK
$5.3B
$421K 0.01%
2,439
-150
-6% -$27K
UNM icon
550
Unum
UNM
$14.7B
$417K 0.01%
16,659
-2,500
-13% -$66.2K
20 21
22
23 24

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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.