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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
THRM icon
576
Gentherm
THRM
$1.26B
$365K 0.01%
4,507
+1,098
+32% +$86.9K
TYL icon
577
Tyler Technologies
TYL
$13B
$364K 0.01%
793
-404
-34% -$193K
CBRE icon
578
CBRE Group
CBRE
$42.7B
$363K 0.01%
3,729
+113
+3% +$10.5K
EVRG icon
579
Evergy
EVRG
$19.1B
$363K 0.01%
5,839
+640
+12% +$42K
VYM icon
580
Vanguard High Dividend Yield ETF
VYM
$84B
$362K 0.01%
3,506
– –
XLP icon
581
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$362K 0.01%
5,257
-60
-1% -$4.28K
XLU icon
582
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$360K 0.01%
11,272
+1,400
+14% +$46.8K
UTHR icon
583
United Therapeutics
UTHR
$22.3B
$356K 0.01%
1,926
+230
+14% +$45.3K
BLD
584
DELISTED
TopBuild
BLD
$355K 0.01%
1,733
– –
GBDC icon
585
Golub Capital BDC
GBDC
$3.39B
$355K 0.01%
22,476
+19
+0.1% +$298
MGC icon
586
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$355K 0.01%
2,327
– –
ASH icon
587
Ashland
ASH
$3.4B
$346K 0.01%
3,879
-412
-10% -$36.2K
DAL icon
588
Delta Air Lines
DAL
$58.9B
$343K 0.01%
8,061
-280
-3% -$11.4K
INFO
589
DELISTED
IHS Markit Ltd. Common Shares
INFO
$343K 0.01%
2,941
-72
-2% -$8.5K
K
590
DELISTED
Kellanova
K
$341K 0.01%
5,687
-283
-5% -$17K
GPN icon
591
Global Payments
GPN
$22.5B
$336K 0.01%
2,133
-175
-8% -$30.4K
LSTR icon
592
Landstar System
LSTR
$6.24B
$336K 0.01%
2,129
+115
+6% +$18.4K
CRL icon
593
Charles River Laboratories
CRL
$13.7B
$335K 0.01%
812
-85
-9% -$35.3K
CWB icon
594
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.71B
$333K 0.01%
3,899
– –
OGN icon
595
Organon & Co
OGN
$3.6B
$325K 0.01%
9,916
-4,142
-29% -$133K
GLNG icon
596
Golar LNG
GLNG
$5.22B
$323K 0.01%
24,917
– –
SCHE icon
597
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$323K 0.01%
10,603
-1
-0% -$31
SWKS icon
598
Skyworks Solutions
SWKS
$10.3B
$323K 0.01%
1,958
+38
+2% +$6.95K
CFG icon
599
Citizens Financial Group
CFG
$31B
$322K 0.01%
6,850
-308
-4% -$13.5K
GSK icon
600
GSK
GSK
$101B
$320K 0.01%
6,695
+660
+11% +$33.2K
22 23
24
25 26

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BAM
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ACI
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ACM
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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.