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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
KRE icon
126
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
$8.31M 0.19%
122,700
+2,269
+2% +$146K
INGR icon
127
Ingredion
INGR
$6.6B
$8.2M 0.18%
92,095
+4,525
+5% +$399K
KO icon
128
Coca-Cola
KO
$372B
$7.98M 0.18%
152,101
-842
-0.6% -$46.9K
VNQ icon
129
Vanguard Real Estate ETF
VNQ
$38.3B
$7.9M 0.18%
77,622
-5,464
-7% -$580K
PGR icon
130
Progressive
PGR
$123B
$7.62M 0.17%
84,283
-2,313
-3% -$220K
LOW icon
131
Lowe's Companies
LOW
$124B
$7.59M 0.17%
37,420
+4,504
+14% +$898K
INTU icon
132
Intuit
INTU
$92B
$7.55M 0.17%
13,991
+10,539
+305% +$5.68M
IWN icon
133
iShares Russell 2000 Value ETF
IWN
$14.6B
$7.47M 0.17%
46,646
-97
-0.2% -$15.6K
EXPD icon
134
Expeditors International
EXPD
$23B
$7.4M 0.17%
62,123
+3,026
+5% +$379K
WMT icon
135
Walmart Inc
WMT
$901B
$7.13M 0.16%
153,408
-31,209
-17% -$1.5M
WHR icon
136
Whirlpool
WHR
$2.84B
$7.07M 0.16%
34,701
+7,569
+28% +$1.66M
LRCX icon
137
Lam Research
LRCX
$390B
$7.05M 0.16%
123,940
+10,500
+9% +$639K
MCK icon
138
McKesson
MCK
$105B
$6.91M 0.15%
34,630
+545
+2% +$109K
MDLZ icon
139
Mondelez International
MDLZ
$78.9B
$6.77M 0.15%
116,299
-2,187
-2% -$136K
AMAT icon
140
Applied Materials
AMAT
$417B
$6.66M 0.15%
51,708
+529
+1% +$71.8K
QQQ icon
141
Invesco QQQ Trust
QQQ
$478B
$6.57M 0.15%
18,341
-560
-3% -$206K
SPDW icon
142
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$6.5M 0.15%
179,504
-3,747
-2% -$139K
SUSA icon
143
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$6.26M 0.14%
65,218
+3,807
+6% +$376K
MMM icon
144
3M
MMM
$94.4B
$6.15M 0.14%
41,903
-775
-2% -$126K
FISV
145
Fiserv Inc
FISV
$28B
$6.08M 0.14%
56,073
-9,490
-14% -$1.06M
RSP icon
146
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$6M 0.13%
40,054
+1,907
+5% +$292K
ESGE icon
147
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
$5.93M 0.13%
143,118
+9,896
+7% +$423K
SIVB
148
DELISTED
SVB Financial Group
SIVB
$5.82M 0.13%
8,994
-143
-2% -$82.9K
BWA icon
149
BorgWarner
BWA
$14.2B
$5.81M 0.13%
152,728
-5,761
-4% -$229K
LH icon
150
Labcorp
LH
$26.1B
$5.68M 0.13%
23,494
+4,935
+27% +$1.24M
4 5
6
7 8

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BAM
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ACI
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ACM
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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.