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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
NKE icon
51
Nike
NKE
$60.9B
$24.4M 0.54%
167,812
-1,494
-0.9% -$244K
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$23.8M 0.53%
475,504
+4,763
+1% +$246K
ZTS icon
53
Zoetis
ZTS
$30.8B
$23.2M 0.52%
119,434
+4,640
+4% +$936K
SPYV icon
54
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$23M 0.51%
589,797
-9,185
-2% -$367K
PG icon
55
Procter & Gamble
PG
$337B
$22.9M 0.51%
163,659
-26
-0% -$3.69K
ACN icon
56
Accenture
ACN
$109B
$22.8M 0.51%
71,282
-926
-1% -$301K
PEP icon
57
PepsiCo
PEP
$188B
$22.5M 0.5%
149,573
-3,187
-2% -$493K
UNP icon
58
Union Pacific
UNP
$173B
$20.9M 0.47%
106,436
-410
-0.4% -$88.5K
DIS icon
59
Walt Disney
DIS
$178B
$20.1M 0.45%
119,097
-11,488
-9% -$2.05M
EW icon
60
Edwards Lifesciences
EW
$53.9B
$20.1M 0.45%
177,849
-3,922
-2% -$448K
ITW icon
61
Illinois Tool Works
ITW
$83.6B
$19.9M 0.44%
96,171
+1,900
+2% +$428K
AVY icon
62
Avery Dennison
AVY
$13.6B
$19.7M 0.44%
94,865
-1,513
-2% -$325K
INTC icon
63
Intel
INTC
$489B
$19.5M 0.43%
365,300
-16,544
-4% -$897K
IWR icon
64
iShares Russell Mid-Cap ETF
IWR
$57.7B
$19M 0.42%
243,351
+1,686
+0.7% +$135K
CSCO icon
65
Cisco
CSCO
$475B
$18.9M 0.42%
347,550
-259
-0.1% -$14.5K
CVX icon
66
Chevron
CVX
$385B
$18.7M 0.42%
184,065
-47,940
-21% -$4.78M
VZ icon
67
Verizon
VZ
$196B
$18.6M 0.41%
344,095
+2,244
+0.7% +$124K
ABT icon
68
Abbott
ABT
$190B
$18.3M 0.41%
154,935
-7,336
-5% -$901K
IUSV icon
69
iShares Core S&P US Value ETF
IUSV
$27.8B
$17.3M 0.39%
244,257
+1,376
+0.6% +$99.9K
VBR icon
70
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$17.2M 0.38%
101,602
-20,846
-17% -$3.57M
MDY icon
71
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$16.9M 0.38%
35,199
-412
-1% -$202K
IJS icon
72
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$16.6M 0.37%
165,328
-28,318
-15% -$2.86M
USIG icon
73
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$16.4M 0.36%
272,137
-5,311
-2% -$323K
HYG icon
74
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$16.3M 0.36%
185,792
-2,247
-1% -$197K
MSCI icon
75
MSCI
MSCI
$40.9B
$15.8M 0.35%
25,951
-969
-4% -$592K
1 2
3
4 5

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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.