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
$1.1B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.02M
3
+$5.35M
4
CVX icon
Chevron
CVX
+$5.35M
5
PGR icon
Progressive
PGR
+$5.3M

Top Sells

1
+$5.89M
2
+$5.88M
3
+$4.92M
4
GD icon
General Dynamics
GD
+$4.84M
5
HAL icon
Halliburton
HAL
+$3.83M

Sector Composition

1 Technology 14.07%
2 Healthcare 12.25%
3 Financials 11.47%
4 Industrials 7.85%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
484
-193
352
$20K ﹤0.01%
235
353
$20K ﹤0.01%
5,000
354
$20K ﹤0.01%
+705
355
$20K ﹤0.01%
21
356
$20K ﹤0.01%
175
357
$19K ﹤0.01%
1,000
358
$19K ﹤0.01%
117
-25
359
$19K ﹤0.01%
+1,198
360
$19K ﹤0.01%
2,523
-4,072
361
$19K ﹤0.01%
+1,598
362
$19K ﹤0.01%
+200
363
$19K ﹤0.01%
251
-428
364
$18K ﹤0.01%
225
+111
365
$18K ﹤0.01%
560
366
$17K ﹤0.01%
+155
367
$17K ﹤0.01%
347
368
$17K ﹤0.01%
229
-153
369
$17K ﹤0.01%
+459
370
$17K ﹤0.01%
+1,036
371
$16K ﹤0.01%
57
-4
372
$16K ﹤0.01%
+1,260
373
$16K ﹤0.01%
1,066
-42
374
$15K ﹤0.01%
600
375
$15K ﹤0.01%
725
-1,825
13 14
15
16 17