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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
PANW icon
676
Palo Alto Networks
PANW
$313B
$237K 0.01%
+2,970
New +$209K
EQIX icon
677
Equinix
EQIX
$102B
$236K 0.01%
299
-2
-0.7% -$1.66K
CATC
678
DELISTED
CAMBRIDGE BANCORP
CATC
$236K 0.01%
2,684
– –
LII icon
679
Lennox International
LII
$14.9B
$235K 0.01%
800
+20
+3% +$6.53K
DRI icon
680
Darden Restaurants
DRI
$24.9B
$233K 0.01%
1,541
+18
+1% +$2.65K
HIG icon
681
Hartford Financial Services
HIG
$38.1B
$233K 0.01%
3,315
-11
-0.3% -$727
BP icon
682
BP
BP
$111B
$232K 0.01%
+8,489
New +$213K
HRC
683
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$230K 0.01%
+1,536
New +$207K
FLTW icon
684
Franklin FTSE Taiwan ETF
FLTW
$3.12B
$229K 0.01%
5,231
– –
IYM icon
685
iShares US Basic Materials ETF
IYM
$1.03B
$229K 0.01%
1,835
– –
CRWD icon
686
CrowdStrike
CRWD
$226B
$228K 0.01%
3,716
-432
-10% -$27.9K
M icon
687
Macy's
M
$6.45B
$226K 0.01%
+10,001
New +$200K
SLGN icon
688
Silgan Holdings
SLGN
$4.35B
$226K 0.01%
5,879
-53
-0.9% -$2.16K
SYF icon
689
Synchrony
SYF
$25.5B
$226K 0.01%
4,617
+145
+3% +$7.05K
URI icon
690
United Rentals
URI
$71.2B
$226K 0.01%
644
– –
HPE icon
691
Hewlett Packard
HPE
$72B
$225K 0.01%
15,784
+450
+3% +$6.5K
EPD icon
692
Enterprise Products Partners
EPD
$81.8B
$224K 0.01%
10,332
+39
+0.4% +$886
GMS
693
DELISTED
GMS Inc
GMS
$224K 0.01%
5,121
– –
SLM icon
694
SLM Corp
SLM
$5.11B
$224K 0.01%
12,733
-214
-2% -$4.02K
CTSH icon
695
Cognizant
CTSH
$26.4B
$221K ﹤0.01%
2,978
-28
-0.9% -$2.07K
RVT icon
696
Royce Value Trust
RVT
$2.3B
$221K ﹤0.01%
12,280
-464
-4% -$8.57K
CABO icon
697
Cable One
CABO
$192M
$216K ﹤0.01%
119
-2
-2% -$3.92K
CCI icon
698
Crown Castle
CCI
$31.3B
$216K ﹤0.01%
1,245
– –
RGA icon
699
Reinsurance Group of America
RGA
$16B
$215K ﹤0.01%
1,932
-187
-9% -$21.3K
TAP icon
700
Molson Coors Class B
TAP
$7.83B
$214K ﹤0.01%
4,611
+715
+18% +$34.9K
26 27
28
29 30

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SCC
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BAM
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ACI
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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.