CBB

Citizens Business Bank Portfolio holdings

AUM $515M
1-Year Est. Return 24.72%
This Quarter Est. Return
1 Year Est. Return
+24.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$713M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$3.68M
3 +$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.46M
5
MA icon
Mastercard
MA
+$2.37M

Top Sells

1 +$11.3M
2 +$2.81M
3 +$2.81M
4
D icon
Dominion Energy
D
+$2.36M
5
KR icon
Kroger
KR
+$1.79M

Sector Composition

1 Financials 16.45%
2 Technology 14.72%
3 Healthcare 7.85%
4 Communication Services 5.26%
5 Industrials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-11,075
252
-7,000