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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
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$180M 4.01%
1,271,929
-19,449
-2% -$2.86M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$153M 3.42%
357,085
-10,798
-3% -$4.76M
MSFT icon
3
Microsoft
MSFT
$3.45T
$140M 3.12%
495,592
-6,283
-1% -$1.83M
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$122M 2.71%
914,546
+19,548
+2% +$2.64M
EFG icon
5
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$92.5M 2.06%
868,342
-9,570
-1% -$1.05M
IJJ icon
6
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$90.5M 2.02%
877,906
+31,202
+4% +$3.28M
EFA icon
7
iShares MSCI EAFE ETF
EFA
$78B
$68.5M 1.53%
878,498
-9,808
-1% -$785K
AMZN icon
8
Amazon
AMZN
$2.92T
$68.4M 1.53%
416,380
-2,800
-0.7% -$483K
JPM icon
9
JPMorgan Chase
JPM
$935B
$67.8M 1.51%
413,903
-1,093
-0.3% -$171K
MCD icon
10
McDonald's
MCD
$192B
$67.5M 1.51%
280,112
-3,517
-1% -$839K
HD icon
11
Home Depot
HD
$331B
$66.8M 1.49%
203,426
-989
-0.5% -$325K
IVW icon
12
iShares S&P 500 Growth ETF
IVW
$73.8B
$64.8M 1.45%
877,155
-65,514
-7% -$4.99M
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$63.9M 1.43%
363,874
-1,376
-0.4% -$245K
IWM icon
14
iShares Russell 2000 ETF
IWM
$79.8B
$62.2M 1.39%
284,387
+2,684
+1% +$595K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.36T
$58.2M 1.3%
435,620
+300
+0.1% +$40.8K
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$53.6M 1.19%
621,658
+1,645
+0.3% +$142K
EEM icon
17
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$53.2M 1.19%
1,056,344
-10,805
-1% -$562K
VONG icon
18
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
$53.1M 1.18%
753,067
+636,798
+548% +$46.3M
IAU icon
19
iShares Gold Trust
IAU
$62.9B
$48M 1.07%
1,438,067
+27,637
+2% +$942K
IEMG icon
20
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$48M 1.07%
776,459
+17,634
+2% +$1.12M
TMO icon
21
Thermo Fisher Scientific
TMO
$213B
$46.4M 1.04%
81,253
-2,388
-3% -$1.31M
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.36T
$43.8M 0.98%
328,300
-3,400
-1% -$469K
IVV icon
23
iShares Core S&P 500 ETF
IVV
$878B
$42.1M 0.94%
97,727
-3,741
-4% -$1.66M
JNJ icon
24
Johnson & Johnson
JNJ
$618B
$40.4M 0.9%
249,915
-19,503
-7% -$3.33M
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$38.1M 0.85%
564,413
+19,655
+4% +$1.34M
1
2 3 4 5

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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.