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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
AKAM icon
651
Akamai
AKAM
$17.8B
$262K 0.01%
2,507
-88
-3% -$10.1K
LKQ icon
652
LKQ Corp
LKQ
$6.12B
$261K 0.01%
5,185
+106
+2% +$5.39K
AIA icon
653
iShares Asia 50 ETF
AIA
$5.04B
$260K 0.01%
3,324
– –
REZI icon
654
Resideo Technologies
REZI
$3.54B
$259K 0.01%
10,432
-18
-0.2% -$524
KIM icon
655
Kimco Realty
KIM
$16.1B
$258K 0.01%
12,412
+129
+1% +$2.76K
VCIT icon
656
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
$258K 0.01%
2,731
+115
+4% +$11K
NVTA
657
DELISTED
Invitae Corporation
NVTA
$258K 0.01%
9,072
+41
+0.5% +$1.2K
ISRG icon
658
Intuitive Surgical
ISRG
$141B
$256K 0.01%
771
+15
+2% +$5.04K
MTG icon
659
MGIC Investment
MTG
$6.28B
$256K 0.01%
17,095
-496
-3% -$7.19K
ROK icon
660
Rockwell Automation
ROK
$49.9B
$255K 0.01%
868
– –
KRA
661
DELISTED
Kraton Corporation
KRA
$252K 0.01%
+5,530
New +$220K
NCLH icon
662
Norwegian Cruise Line
NCLH
$8.64B
$251K 0.01%
9,401
+760
+9% +$19.3K
KSU
663
DELISTED
Kansas City Southern
KSU
$251K 0.01%
928
-13
-1% -$3.62K
COR icon
664
Cencora
COR
$61.2B
$250K 0.01%
2,089
-34
-2% -$4.08K
EVR icon
665
Evercore
EVR
$11.7B
$247K 0.01%
+1,851
New +$252K
TD icon
666
Toronto Dominion Bank
TD
$203B
$247K 0.01%
3,730
– –
XLB icon
667
State Street Materials Select Sector SPDR ETF
XLB
$8.65B
$246K 0.01%
6,230
– –
JACK icon
668
Jack in the Box
JACK
$356M
$245K 0.01%
2,514
– –
MDC
669
DELISTED
M.D.C. Holdings, Inc.
MDC
$245K 0.01%
5,242
– –
EIDO icon
670
iShares MSCI Indonesia ETF
EIDO
$490M
$243K 0.01%
11,206
– –
WAT icon
671
Waters Corp
WAT
$40.7B
$243K 0.01%
680
-26
-4% -$10.2K
HWM icon
672
Howmet Aerospace
HWM
$113B
$242K 0.01%
7,758
+274
+4% +$8.82K
OEF icon
673
iShares S&P 100 ETF
OEF
$20.4B
$242K 0.01%
1,227
– –
BSV icon
674
Vanguard Short-Term Bond ETF
BSV
$45.6B
$240K 0.01%
+2,925
New +$240K
TEAM icon
675
Atlassian
TEAM
$38.8B
$238K 0.01%
+607
New +$203K
25 26
27
28 29

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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.