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
IJK icon
176
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$4.09M 0.09%
51,714
-137
-0.3% -$11.1K
CSX icon
177
CSX Corp
CSX
$92.5B
$4.06M 0.09%
136,629
+17,235
+14% +$552K
SPTS icon
178
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$3.96M 0.09%
129,301
-4,498
-3% -$138K
NVS icon
179
Novartis
NVS
$294B
$3.92M 0.09%
47,956
+2,936
+7% +$264K
SUSC icon
180
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$3.79M 0.08%
137,966
+17,489
+15% +$488K
VSS icon
181
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$3.73M 0.08%
27,934
+949
+4% +$131K
CB icon
182
Chubb
CB
$134B
$3.73M 0.08%
21,493
+111
+0.5% +$19.5K
CHD icon
183
Church & Dwight Co
CHD
$24.4B
$3.68M 0.08%
44,612
-55,984
-56% -$4.74M
CDNS icon
184
Cadence Design Systems
CDNS
$90.2B
$3.64M 0.08%
24,063
-265
-1% -$40.4K
PM icon
185
Philip Morris
PM
$290B
$3.64M 0.08%
38,448
-10,978
-22% -$1.1M
GS icon
186
Goldman Sachs
GS
$301B
$3.62M 0.08%
9,585
+43
+0.5% +$16.8K
LMT icon
187
Lockheed Martin
LMT
$138B
$3.57M 0.08%
10,341
-842
-8% -$305K
BA icon
188
Boeing
BA
$184B
$3.54M 0.08%
16,081
+3,160
+24% +$705K
TSM icon
189
TSMC
TSM
$2.19T
$3.49M 0.08%
31,272
+5,032
+19% +$591K
CARR icon
190
Carrier Global
CARR
$52.4B
$3.27M 0.07%
63,155
+22,694
+56% +$1.22M
GPC icon
191
Genuine Parts
GPC
$18.6B
$3.17M 0.07%
26,168
-2,779
-10% -$347K
AIG icon
192
American International
AIG
$40.4B
$3.12M 0.07%
56,856
-1,657
-3% -$85.4K
AXP icon
193
American Express
AXP
$230B
$3.11M 0.07%
18,575
-51
-0.3% -$8.53K
SPTM icon
194
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$3.09M 0.07%
58,232
-881
-1% -$47.9K
KMB icon
195
Kimberly-Clark
KMB
$36.1B
$3.06M 0.07%
23,067
-950
-4% -$129K
QCOM icon
196
Qualcomm
QCOM
$171B
$3.05M 0.07%
23,654
-638
-3% -$90.5K
WST icon
197
West Pharmaceutical
WST
$24.7B
$3.04M 0.07%
7,150
-845
-11% -$356K
ZBRA icon
198
Zebra Technologies
ZBRA
$18.1B
$3.01M 0.07%
5,845
-1,111
-16% -$619K
WEC icon
199
WEC Energy
WEC
$34.8B
$2.99M 0.07%
33,906
+885
+3% +$83K
JEF icon
200
Jefferies Financial Group
JEF
$12.7B
$2.98M 0.07%
83,983
+3,910
+5% +$131K
6 7
8
9 10

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.