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
SHM icon
76
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$15.7M 0.35%
317,850
+4,416
+1% +$219K
REET icon
77
iShares Global REIT ETF
REET
$5.01B
$15.6M 0.35%
570,677
-52,671
-8% -$1.51M
PDBC icon
78
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
$15.5M 0.35%
734,774
-31,192
-4% -$625K
VB icon
79
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$15.4M 0.34%
70,569
-125
-0.2% -$27.8K
IBB icon
80
iShares Biotechnology ETF
IBB
$9.81B
$15M 0.33%
92,672
-1,870
-2% -$315K
AMP icon
81
Ameriprise Financial
AMP
$49.7B
$14.9M 0.33%
56,460
+567
+1% +$148K
COP icon
82
ConocoPhillips
COP
$151B
$14.7M 0.33%
217,260
+41,872
+24% +$2.42M
QRVO icon
83
Qorvo
QRVO
$8.53B
$14.5M 0.32%
86,812
-198
-0.2% -$36.8K
AON icon
84
Aon
AON
$75.6B
$14M 0.31%
48,886
-1,459
-3% -$392K
TGT icon
85
Target
TGT
$69.2B
$13.5M 0.3%
58,929
-1,594
-3% -$399K
TT icon
86
Trane Technologies
TT
$106B
$13.3M 0.3%
76,974
-1,083
-1% -$208K
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$84B
$13.3M 0.3%
84,907
-284
-0.3% -$45.5K
OKE icon
88
Oneok
OKE
$57.7B
$13.2M 0.29%
226,921
+2,436
+1% +$131K
FAST icon
89
Fastenal
FAST
$60.1B
$13.1M 0.29%
508,880
-5,354
-1% -$145K
LLY icon
90
Eli Lilly
LLY
$1.08T
$13.1M 0.29%
56,572
+5,089
+10% +$1.26M
DOV icon
91
Dover
DOV
$28.1B
$13M 0.29%
83,663
+1,705
+2% +$282K
ORCL icon
92
Oracle
ORCL
$419B
$12.6M 0.28%
145,083
+11,028
+8% +$974K
BBY icon
93
Best Buy
BBY
$17.6B
$12.6M 0.28%
118,868
-2,910
-2% -$327K
LAMR icon
94
Lamar Advertising Co
LAMR
$15.6B
$12.3M 0.27%
108,545
-891
-0.8% -$97.5K
DG icon
95
Dollar General
DG
$26.5B
$11.5M 0.26%
54,354
-1,245
-2% -$281K
MRK icon
96
Merck
MRK
$322B
$11.5M 0.26%
152,814
-1,144
-0.7% -$87K
NDAQ icon
97
Nasdaq
NDAQ
$53.1B
$11.3M 0.25%
175,839
-5,754
-3% -$362K
CMCSA icon
98
Comcast
CMCSA
$91B
$11.3M 0.25%
201,552
+875
+0.4% +$51K
IDXX icon
99
Idexx Laboratories
IDXX
$46.2B
$10.4M 0.23%
16,661
+1,000
+6% +$672K
ABBV icon
100
AbbVie
ABBV
$442B
$10.2M 0.23%
94,123
-1,605
-2% -$183K
2 3
4
5 6

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.