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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
CRM icon
201
Salesforce
CRM
$162B
$2.97M 0.07%
10,949
+120
+1% +$30.5K
PFF icon
202
iShares Preferred and Income Securities ETF
PFF
$13.2B
$2.97M 0.07%
76,525
+9,470
+14% +$371K
ELV icon
203
Elevance Health
ELV
$84.7B
$2.93M 0.07%
7,861
+4,735
+151% +$1.8M
APD icon
204
Air Products & Chemicals
APD
$68.9B
$2.93M 0.07%
11,424
-471
-4% -$130K
NFLX icon
205
Netflix
NFLX
$311B
$2.92M 0.07%
47,840
+710
+2% +$39.1K
IJR icon
206
iShares Core S&P Small-Cap ETF
IJR
$112B
$2.85M 0.06%
26,074
-1,108
-4% -$122K
NTR icon
207
Nutrien
NTR
$32.1B
$2.83M 0.06%
43,578
+2,262
+5% +$138K
IP icon
208
International Paper
IP
$22.1B
$2.82M 0.06%
53,275
-1,151
-2% -$64.1K
SPLV icon
209
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2.82M 0.06%
46,331
– –
VTI icon
210
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$2.82M 0.06%
12,684
+6
+0% +$1.37K
IWV icon
211
iShares Russell 3000 ETF
IWV
$20.4B
$2.76M 0.06%
10,836
+357
+3% +$93.5K
UPS icon
212
United Parcel Service
UPS
$88.8B
$2.76M 0.06%
15,162
+870
+6% +$172K
BPOP icon
213
Popular Inc
BPOP
$11.2B
$2.71M 0.06%
34,867
+636
+2% +$47.3K
IT icon
214
Gartner
IT
$11.8B
$2.7M 0.06%
8,885
-1,224
-12% -$355K
PRU icon
215
Prudential Financial
PRU
$42.2B
$2.69M 0.06%
25,562
-10,707
-30% -$1.1M
PSX icon
216
Phillips 66
PSX
$89.5B
$2.68M 0.06%
38,213
-12,518
-25% -$906K
SYY icon
217
Sysco
SYY
$40.3B
$2.67M 0.06%
34,024
-451
-1% -$34.4K
DE icon
218
Deere & Co
DE
$167B
$2.65M 0.06%
7,921
+297
+4% +$107K
IVZ icon
219
Invesco
IVZ
$13.8B
$2.63M 0.06%
108,905
+739
+0.7% +$18.5K
DEO icon
220
Diageo
DEO
$52.8B
$2.6M 0.06%
13,474
-235
-2% -$45.5K
SJM icon
221
J.M. Smucker
SJM
$12.5B
$2.57M 0.06%
21,398
+5,903
+38% +$750K
NOC icon
222
Northrop Grumman
NOC
$81.8B
$2.56M 0.06%
7,119
-41
-0.6% -$14.8K
IWS icon
223
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.55M 0.06%
22,503
+64
+0.3% +$7.41K
XLF icon
224
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.53M 0.06%
67,385
-5
-0% -$187
GEN icon
225
Gen Digital
GEN
$17.4B
$2.52M 0.06%
99,730
+50,923
+104% +$1.33M
7 8
9
10 11

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.