CFG

Citizens Financial Group Portfolio holdings

AUM $7.3B
1-Year Est. Return 22.01%
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.62M
3
+$6.23M
4
WMT icon
Walmart
WMT
+$5.62M
5
PARA
Paramount Global Class B
PARA
+$5.31M

Top Sells

1
+$6.7M
2
+$5.87M
3
+$5.84M
4
PTEN icon
Patterson-UTI
PTEN
+$4.71M
5
IBM icon
IBM
IBM
+$3.52M

Sector Composition

1 Financials 12.69%
2 Healthcare 11.23%
3 Technology 10.61%
4 Industrials 10.38%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K ﹤0.01%
323
+17
352
$35K ﹤0.01%
+810
353
$34K ﹤0.01%
9,354
-687
354
$33K ﹤0.01%
730
-188
355
$32K ﹤0.01%
672
356
$32K ﹤0.01%
1,000
357
$32K ﹤0.01%
875
358
$32K ﹤0.01%
362
359
$32K ﹤0.01%
969
360
$32K ﹤0.01%
1,314
-366
361
$32K ﹤0.01%
205
+7
362
$31K ﹤0.01%
5,000
-1,400
363
$30K ﹤0.01%
400
364
$30K ﹤0.01%
+812
365
$30K ﹤0.01%
750
366
$27K ﹤0.01%
230
367
$26K ﹤0.01%
440
-507
368
$26K ﹤0.01%
632
-484
369
$26K ﹤0.01%
1,000
370
$26K ﹤0.01%
707
371
$26K ﹤0.01%
640
+28
372
$25K ﹤0.01%
975
373
$25K ﹤0.01%
1,000
-270
374
$24K ﹤0.01%
1,215
375
$23K ﹤0.01%
148
-133
13 14
15
16 17