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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
ACM icon
626
Aecom
ACM
$8.13B
$289K 0.01%
4,576
-93
-2% -$5.92K
EXPE icon
627
Expedia Group
EXPE
$38.3B
$289K 0.01%
1,764
– –
STNG icon
628
Scorpio Tankers
STNG
$3.78B
$288K 0.01%
15,550
– –
WMB icon
629
Williams Companies
WMB
$89.9B
$288K 0.01%
11,107
-71
-0.6% -$1.79K
RRX icon
630
Regal Rexnord
RRX
$11.6B
$285K 0.01%
1,895
+20
+1% +$2.87K
AYI icon
631
Acuity Brands
AYI
$10.7B
$284K 0.01%
1,639
+371
+29% +$65K
MNST icon
632
Monster Beverage
MNST
$89B
$282K 0.01%
12,676
+212
+2% +$5.01K
TOL icon
633
Toll Brothers
TOL
$14B
$282K 0.01%
5,095
-136
-3% -$8.04K
ARW icon
634
Arrow Electronics
ARW
$10.8B
$281K 0.01%
2,499
-25
-1% -$2.89K
PTON icon
635
Peloton Interactive
PTON
$2.43B
$281K 0.01%
3,228
-910
-22% -$101K
MRO
636
DELISTED
Marathon Oil Corporation
MRO
$280K 0.01%
20,496
+706
+4% +$8.51K
UI icon
637
Ubiquiti
UI
$35.2B
$279K 0.01%
934
-15
-2% -$4.63K
JBL icon
638
Jabil
JBL
$38.4B
$275K 0.01%
4,703
+14
+0.3% +$832
SNX icon
639
TD Synnex
SNX
$20.8B
$275K 0.01%
2,637
+81
+3% +$9.69K
PATH icon
640
UiPath
PATH
$7.87B
$274K 0.01%
+5,210
New +$315K
ROST icon
641
Ross Stores
ROST
$80.5B
$274K 0.01%
2,519
– –
BILL icon
642
BILL Holdings
BILL
$4.78B
$272K 0.01%
+1,018
New +$235K
XYL icon
643
Xylem
XYL
$28.7B
$270K 0.01%
2,179
+1
+0% +$129
HBM icon
644
Hudbay
HBM
$12.6B
$267K 0.01%
+42,860
New +$271K
DKS icon
645
Dick's Sporting Goods
DKS
$18.2B
$266K 0.01%
+2,220
New +$258K
RF icon
646
Regions Financial
RF
$26.8B
$266K 0.01%
12,482
-619
-5% -$12.3K
FCNCA icon
647
First Citizens BancShares
FCNCA
$25.4B
$265K 0.01%
314
– –
VMBS icon
648
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$264K 0.01%
4,963
-3,526
-42% -$188K
AVB icon
649
AvalonBay Communities
AVB
$25.7B
$263K 0.01%
1,187
– –
OMC icon
650
Omnicom Group
OMC
$23.2B
$263K 0.01%
3,634
-459
-11% -$34.1K
24 25
26
27 28

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IA
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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.