We are live on ! Find out more
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
FLKR icon
701
Franklin FTSE South Korea ETF
FLKR
$1.45B
$212K ﹤0.01%
7,371
– –
TPR icon
702
Tapestry
TPR
$32.4B
$212K ﹤0.01%
5,720
+809
+16% +$33.3K
RDS.A
703
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$212K ﹤0.01%
4,747
-966
-17% -$39K
RDS.B
704
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$208K ﹤0.01%
4,707
-506
-10% -$20K
TM icon
705
Toyota
TM
$225B
$207K ﹤0.01%
1,167
– –
IEX icon
706
IDEX
IEX
$17.5B
$205K ﹤0.01%
+989
New +$220K
SFM icon
707
Sprouts Farmers Market
SFM
$7.87B
$203K ﹤0.01%
8,767
-2,875
-25% -$70K
VLO icon
708
Valero Energy
VLO
$93.3B
$200K ﹤0.01%
2,828
-188
-6% -$12.5K
SIRI icon
709
SiriusXM
SIRI
$9.61B
$198K ﹤0.01%
3,239
– –
HBAN icon
710
Huntington Bancshares
HBAN
$35.9B
$189K ﹤0.01%
12,214
-7,649
-39% -$113K
CVET
711
DELISTED
Covetrus, Inc. Common Stock
CVET
$183K ﹤0.01%
+10,115
New +$232K
JBLU icon
712
JetBlue
JBLU
$2.19B
$176K ﹤0.01%
11,489
-589
-5% -$9.04K
LUMN icon
713
Lumen
LUMN
$6.58B
$144K ﹤0.01%
11,617
+1,228
+12% +$15.4K
FNB icon
714
FNB Corp
FNB
$6.8B
$130K ﹤0.01%
11,214
+1,171
+12% +$13.5K
WIT icon
715
Wipro
WIT
$19.5B
$130K ﹤0.01%
29,502
– –
BKT icon
716
BlackRock Income Trust
BKT
$340M
$107K ﹤0.01%
5,833
– –
CYXT
717
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
$100K ﹤0.01%
+10,855
New +$102K
SRNE
718
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$83K ﹤0.01%
+10,870
New +$92.2K
ZNGA
719
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$79K ﹤0.01%
10,550
-1,635
-13% -$14.9K
DTST icon
720
Data Storage Corp
DTST
$8.14M
$70K ﹤0.01%
15,818
-407,314
-96% -$2.04M
MDXG icon
721
MiMedx Group
MDXG
$630M
$61K ﹤0.01%
10,000
– –
ACGN
722
DELISTED
Aceragen Inc
ACGN
$12K ﹤0.01%
677
-10
-1% -$180
AAL icon
723
American Airlines Group
AAL
$10.1B
– –
-10,410
Closed -$221K
CNC icon
724
Centene
CNC
$32.1B
– –
-3,500
Closed -$255K
DFAS icon
725
Dimensional US Small Cap ETF
DFAS
$15.8B
– –
-3,440
Closed -$201K
26 27 28
29
30

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.