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
$1.06B
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.12M
3
+$6.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.84M
5
PFG icon
Principal Financial Group
PFG
+$2.76M

Top Sells

1
+$6.86M
2
+$6.72M
3
+$5.34M
4
DHR icon
Danaher
DHR
+$5.33M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.49M

Sector Composition

1 Healthcare 13.02%
2 Financials 11.53%
3 Technology 10.44%
4 Industrials 9.91%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38K ﹤0.01%
763
377
$38K ﹤0.01%
1,107
-15
378
$36K ﹤0.01%
525
379
$35K ﹤0.01%
424
380
$34K ﹤0.01%
801
+13
381
$33K ﹤0.01%
1,000
382
$33K ﹤0.01%
711
-1,687
383
$32K ﹤0.01%
737
-479
384
$32K ﹤0.01%
907
385
$32K ﹤0.01%
1,414
+414
386
$31K ﹤0.01%
500
387
$31K ﹤0.01%
767
388
$30K ﹤0.01%
410
389
$30K ﹤0.01%
570
+187
390
$29K ﹤0.01%
+2,919
391
$28K ﹤0.01%
440
-104
392
$28K ﹤0.01%
750
393
$28K ﹤0.01%
214
-60
394
$28K ﹤0.01%
529
+19
395
$27K ﹤0.01%
757
396
$27K ﹤0.01%
875
397
$26K ﹤0.01%
44
398
$25K ﹤0.01%
410
-19
399
$25K ﹤0.01%
2,127
-12
400
$25K ﹤0.01%
672
14 15
16
17 18