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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
WM icon
151
Waste Management
WM
$90.7B
$5.53M 0.12%
37,009
-481
-1% -$72K
SBUX icon
152
Starbucks
SBUX
$122B
$5.39M 0.12%
48,891
-722
-1% -$84.5K
VEU icon
153
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$5.36M 0.12%
87,993
+605
+0.7% +$38.1K
MA icon
154
Mastercard
MA
$492B
$5.32M 0.12%
15,299
-426
-3% -$155K
TIP icon
155
iShares TIPS Bond ETF
TIP
$14.7B
$5.21M 0.12%
40,770
-668
-2% -$86.1K
SLYV icon
156
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$5.16M 0.12%
62,933
-12,735
-17% -$1.05M
MUB icon
157
iShares National Muni Bond ETF
MUB
$45.8B
$5.16M 0.12%
44,388
+787
+2% +$92.3K
EMR icon
158
Emerson Electric
EMR
$91.7B
$5.12M 0.11%
54,324
-4,528
-8% -$452K
NVO
159
Novo Nordisk
NVO
$207B
$5.03M 0.11%
104,694
+6
+0% +$290
BMY icon
160
Bristol-Myers Squibb
BMY
$130B
$4.89M 0.11%
82,736
+631
+0.8% +$41.6K
NUE icon
161
Nucor
NUE
$61.9B
$4.88M 0.11%
49,524
-1,106
-2% -$118K
TRV icon
162
Travelers Companies
TRV
$78.3B
$4.78M 0.11%
31,422
+6
+0% +$929
AJG icon
163
Arthur J. Gallagher & Co
AJG
$65B
$4.77M 0.11%
32,086
+20
+0.1% +$2.86K
VO icon
164
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.74M 0.11%
80,088
-332
-0.4% -$20.1K
MET icon
165
MetLife
MET
$61.5B
$4.72M 0.11%
76,485
+698
+0.9% +$42K
VSGX icon
166
Vanguard ESG International Stock ETF
VSGX
$6.74B
$4.62M 0.1%
74,874
+90
+0.1% +$5.74K
AWK icon
167
American Water Works
AWK
$27B
$4.59M 0.1%
27,170
+140
+0.5% +$24.5K
IBM icon
168
IBM
IBM
$225B
$4.59M 0.1%
34,583
+2,297
+7% +$307K
GE icon
169
GE Aerospace
GE
$382B
$4.51M 0.1%
70,223
+2,874
+4% +$185K
BIO icon
170
Bio-Rad Laboratories Class A
BIO
$9.53B
$4.35M 0.1%
5,836
-34
-0.6% -$25.5K
BLK icon
171
Blackrock
BLK
$178B
$4.35M 0.1%
5,183
-1,877
-27% -$1.68M
GLW icon
172
Corning
GLW
$137B
$4.33M 0.1%
118,702
+26,132
+28% +$1.04M
CAT icon
173
Caterpillar
CAT
$388B
$4.32M 0.1%
22,481
+1,064
+5% +$222K
KEY icon
174
KeyCorp
KEY
$24.3B
$4.21M 0.09%
194,953
-1,499
-0.8% -$30.3K
TFC icon
175
Truist Financial
TFC
$63.9B
$4.18M 0.09%
71,225
+3,388
+5% +$189K
5 6
7
8 9

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SCC
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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.