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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
APAM icon
551
Artisan Partners
APAM
$3.01B
$416K 0.01%
8,495
+165
+2% +$8.33K
IYR icon
552
iShares US Real Estate ETF
IYR
$4.5B
$411K 0.01%
4,011
– –
WSM icon
553
Williams-Sonoma
WSM
$28.9B
$410K 0.01%
4,620
-14
-0.3% -$1.18K
FIS icon
554
Fidelity National Information Services
FIS
$21.5B
$408K 0.01%
3,351
-54
-2% -$7.24K
JWN
555
DELISTED
Nordstrom
JWN
$408K 0.01%
15,434
+848
+6% +$27.1K
AMG icon
556
Affiliated Managers Group
AMG
$9.61B
$406K 0.01%
2,689
+30
+1% +$4.91K
ZION icon
557
Zions Bancorporation
ZION
$10.4B
$404K 0.01%
6,534
-902
-12% -$49.6K
ADSK icon
558
Autodesk
ADSK
$52.1B
$400K 0.01%
1,403
-10
-0.7% -$3.06K
AZTA icon
559
Azenta
AZTA
$1.45B
$399K 0.01%
+3,895
New +$349K
GNRC icon
560
Generac Holdings
GNRC
$13B
$399K 0.01%
977
+174
+22% +$74.5K
ANAT
561
DELISTED
American National Group, Inc. Common Stock
ANAT
$397K 0.01%
2,101
+83
+4% +$14.8K
AZO icon
562
AutoZone
AZO
$49.5B
$396K 0.01%
233
– –
JCI icon
563
Johnson Controls International
JCI
$93.1B
$393K 0.01%
5,778
-199
-3% -$14.4K
ICSH icon
564
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$389K 0.01%
7,693
– –
IXJ icon
565
iShares Global Healthcare ETF
IXJ
$4.21B
$388K 0.01%
4,630
– –
BIDU icon
566
Baidu
BIDU
$35.2B
$384K 0.01%
2,496
-150
-6% -$24.6K
TSN icon
567
Tyson Foods
TSN
$19.6B
$380K 0.01%
4,810
-44
-0.9% -$3.32K
ET icon
568
Energy Transfer Partners
ET
$71.8B
$378K 0.01%
39,441
– –
LOPE icon
569
Grand Canyon Education
LOPE
$3.69B
$377K 0.01%
4,284
-142
-3% -$12.6K
MTCH icon
570
Match Group
MTCH
$8.38B
$375K 0.01%
2,386
-304
-11% -$46.3K
EG icon
571
Everest Group
EG
$14B
$374K 0.01%
1,492
-16
-1% -$4.1K
MKC icon
572
McCormick & Company Non-Voting
MKC
$14.2B
$373K 0.01%
4,600
-328
-7% -$28.2K
IYH icon
573
iShares US Healthcare ETF
IYH
$3.76B
$368K 0.01%
6,670
-620
-9% -$35.5K
RMD icon
574
ResMed
RMD
$32.4B
$366K 0.01%
1,389
+10
+0.7% +$2.73K
BBWI icon
575
Bath & Body Works
BBWI
$3.72B
$365K 0.01%
5,796
-31,503
-84% -$2M
21 22
23
24 25

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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.