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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
CPRI icon
601
Capri Holdings
CPRI
$1.77B
$319K 0.01%
6,586
+856
+15% +$46.6K
IGIB icon
602
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$319K 0.01%
5,312
-471
-8% -$28.6K
MHK icon
603
Mohawk Industries
MHK
$9.17B
$318K 0.01%
1,794
+123
+7% +$23.8K
PAG icon
604
Penske Automotive Group
PAG
$14.3B
$318K 0.01%
3,159
+144
+5% +$12.6K
CRVL icon
605
CorVel
CRVL
$3.07B
$312K 0.01%
5,034
– –
LEN.B icon
606
Lennar Class B
LEN.B
$20.6B
$306K 0.01%
4,144
-20
-0.5% -$1.59K
SHOP icon
607
Shopify
SHOP
$197B
$306K 0.01%
2,260
+340
+18% +$50.9K
SGI
608
Somnigroup International
SGI
$13.6B
$306K 0.01%
6,586
+51
+0.8% +$2.23K
ILMN icon
609
Illumina
ILMN
$29.2B
$305K 0.01%
772
-5
-0.6% -$2.3K
PHM icon
610
Pultegroup
PHM
$24.9B
$302K 0.01%
6,571
-49
-0.7% -$2.55K
FRC
611
DELISTED
First Republic Bank
FRC
$301K 0.01%
1,562
– –
LSXMK
612
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$299K 0.01%
8,138
-259
-3% -$9.5K
APTV icon
613
Aptiv
APTV
$10.2B
$297K 0.01%
1,991
-55
-3% -$8.56K
REGN icon
614
Regeneron Pharmaceuticals
REGN
$81.4B
$297K 0.01%
490
+3
+0.6% +$1.86K
TDC icon
615
Teradata
TDC
$2.51B
$297K 0.01%
+5,180
New +$267K
PBD icon
616
Invesco Global Clean Energy ETF
PBD
$197M
$296K 0.01%
10,632
– –
PEG icon
617
Public Service Enterprise Group
PEG
$37.6B
$295K 0.01%
4,837
– –
CTAS icon
618
Cintas
CTAS
$81.7B
$294K 0.01%
3,092
+24
+0.8% +$2.35K
SCHW
619
Charles Schwab
SCHW
$187B
$294K 0.01%
4,033
-540
-12% -$38.6K
FITB
620
Fifth Third Bancorp
FITB
$52.3B
$293K 0.01%
6,905
+19
+0.3% +$728
AMT icon
621
American Tower
AMT
$79.1B
$292K 0.01%
1,101
-6
-0.5% -$1.71K
CNXC icon
622
Concentrix
CNXC
$1.53B
$292K 0.01%
1,652
– –
F icon
623
Ford
F
$55.6B
$292K 0.01%
20,599
+735
+4% +$10K
AEE icon
624
Ameren
AEE
$30B
$291K 0.01%
3,590
-163
-4% -$13.9K
AL
625
DELISTED
Air Lease Corp
AL
$291K 0.01%
7,397
-1,051
-12% -$42.8K
23 24
25
26 27

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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.