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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
PFE icon
101
Pfizer
PFE
$152B
$10.1M 0.23%
235,009
-2,208
-0.9% -$97.8K
GLD icon
102
SPDR Gold Trust
GLD
$143B
$9.99M 0.22%
60,834
-218
-0.4% -$36.5K
MS icon
103
Morgan Stanley
MS
$338B
$9.93M 0.22%
102,000
+198
+0.2% +$19.6K
CE icon
104
Celanese
CE
$4.92B
$9.89M 0.22%
65,663
+40,763
+164% +$6.28M
EL icon
105
Estee Lauder
EL
$31.8B
$9.86M 0.22%
32,884
+732
+2% +$239K
T icon
106
AT&T
T
$168B
$9.83M 0.22%
481,923
+39,159
+9% +$823K
ECL icon
107
Ecolab
ECL
$79.8B
$9.8M 0.22%
46,964
-34,406
-42% -$7.54M
TJX icon
108
TJX Companies
TJX
$172B
$9.75M 0.22%
147,738
-17,137
-10% -$1.2M
XOM icon
109
ExxonMobil
XOM
$657B
$9.15M 0.2%
155,607
-1,361
-0.9% -$77.6K
AMGN icon
110
Amgen
AMGN
$224B
$9.09M 0.2%
42,730
-2,155
-5% -$496K
IWB icon
111
iShares Russell 1000 ETF
IWB
$50B
$9M 0.2%
37,243
+244
+0.7% +$60.7K
CVS icon
112
CVS Health
CVS
$120B
$8.97M 0.2%
105,750
+2,502
+2% +$210K
FLOT icon
113
iShares Floating Rate Bond ETF
FLOT
$10.5B
$8.92M 0.2%
175,490
+41,125
+31% +$2.09M
EA
114
DELISTED
Electronic Arts
EA
$8.91M 0.2%
62,645
-1,864
-3% -$262K
RTX icon
115
RTX Corp
RTX
$302B
$8.91M 0.2%
103,606
+1,477
+1% +$126K
ORLY icon
116
O'Reilly Automotive
ORLY
$74.9B
$8.89M 0.2%
218,325
+660
+0.3% +$26.4K
USB icon
117
US Bancorp
USB
$100B
$8.87M 0.2%
149,190
-501
-0.3% -$28.5K
ADP icon
118
Automatic Data Processing
ADP
$108B
$8.81M 0.2%
44,062
-693
-2% -$143K
DFIV icon
119
Dimensional International Value ETF
DFIV
$21.6B
$8.76M 0.2%
+267,434
New +$8.84M
C icon
120
Citigroup
C
$228B
$8.73M 0.19%
124,398
-18
-0% -$1.26K
TSLA icon
121
Tesla
TSLA
$1.31T
$8.64M 0.19%
33,417
-378
-1% -$89K
MRSH
122
Marsh
MRSH
$91.3B
$8.6M 0.19%
56,803
-1,110
-2% -$168K
CMI icon
123
Cummins
CMI
$87.1B
$8.52M 0.19%
37,932
-5,297
-12% -$1.24M
PNC icon
124
PNC Financial Services
PNC
$101B
$8.52M 0.19%
43,540
+284
+0.7% +$53.6K
MDT icon
125
Medtronic
MDT
$116B
$8.45M 0.19%
67,394
-62
-0.1% -$8.03K
3 4
5
6 7

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SCC
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BAM
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ACI
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ACM
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MXM
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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.