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
$1.22B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.1M
3
+$7.41M
4
AMAT icon
Applied Materials
AMAT
+$6.32M
5
NVDA icon
NVIDIA
NVDA
+$5.73M

Top Sells

1
+$14.7M
2
+$10.5M
3
+$8.78M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.08M

Sector Composition

1 Technology 18.59%
2 Healthcare 11.68%
3 Financials 9.96%
4 Communication Services 7.99%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$83K 0.01%
1,161
+223
352
$83K 0.01%
461
+306
353
$82K 0.01%
1,804
+155
354
$82K 0.01%
2,022
-900
355
$79K 0.01%
+1,885
356
$79K 0.01%
1,170
+1,043
357
$78K 0.01%
7,206
358
$78K 0.01%
1,447
+349
359
$78K 0.01%
+1,637
360
$78K 0.01%
471
361
$78K 0.01%
924
362
$78K 0.01%
502
+272
363
$77K 0.01%
2,600
+2,000
364
$77K 0.01%
3,098
+34
365
$77K 0.01%
1,295
-91
366
$76K 0.01%
489
+83
367
$73K 0.01%
727
-631
368
$73K 0.01%
+3,501
369
$72K 0.01%
2,400
-124
370
$72K 0.01%
3,092
+156
371
$71K 0.01%
523
372
$71K 0.01%
2,678
+1,579
373
$71K 0.01%
2,393
+908
374
$71K 0.01%
5,425
-38
375
$70K 0.01%
2,989
+30
13 14
15
16 17