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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
FICO icon
726
Fair Isaac
FICO
$22.4B
– –
-556
Closed -$279K
HII icon
727
Huntington Ingalls Industries
HII
$12.9B
– –
-1,064
Closed -$224K
NXPI icon
728
NXP Semiconductors
NXPI
$59.6B
– –
-978
Closed -$201K
POOL icon
729
Pool Corp
POOL
$7.32B
– –
-678
Closed -$311K
RCL icon
730
Royal Caribbean
RCL
$82.1B
– –
-3,258
Closed -$278K
RNG icon
731
RingCentral
RNG
$5.3B
– –
-880
Closed -$256K
SLB icon
732
SLB Ltd
SLB
$79.7B
– –
-6,347
Closed -$203K
SPXC icon
733
SPX Corp
SPXC
$10.9B
– –
-3,595
Closed -$220K
STNG icon
734
CALL
Scorpio Tankers
STNG
$3.72B
– –
-10,000
Closed -$221K
VFC icon
735
VF Corp
VFC
$5.81B
– –
-3,058
Closed -$251K
VIPS icon
736
Vipshop
VIPS
$7.2B
– –
-21,179
Closed -$425K
VNQI icon
737
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
– –
-3,550
Closed -$207K
VTWO icon
738
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-2,167
Closed -$201K
W icon
739
Wayfair
W
$14.1B
– –
-776
Closed -$245K
WBD icon
740
Warner Bros
WBD
$67.9B
– –
-7,279
Closed -$223K
XEL icon
741
Xcel Energy
XEL
$48.5B
– –
-3,165
Closed -$209K
VMW
742
DELISTED
VMware, Inc
VMW
– –
-1,423
Closed -$228K
CDK
743
DELISTED
CDK Global, Inc.
CDK
– –
-4,461
Closed -$222K
MXIM
744
DELISTED
Maxim Integrated Products
MXIM
– –
-1,981
Closed -$209K
SVACU
745
DELISTED
Starboard Value Acquisition Corp. Unit
SVACU
– –
-10,855
Closed -$112K
BPYU
746
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
– –
-23,971
Closed -$453K
ALXN
747
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-1,564
Closed -$287K
26 27 28 29
30

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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.