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
376
$70K 0.01%
2,878
-1,481
377
$70K 0.01%
+829
378
$70K 0.01%
+5,900
379
$69K 0.01%
5,300
+50
380
$69K 0.01%
+4,300
381
$68K 0.01%
348
-76
382
$68K 0.01%
4,914
-408
383
$68K 0.01%
1,230
+23
384
$67K 0.01%
1,023
+821
385
$67K 0.01%
16,476
386
$67K 0.01%
1,511
-290
387
$67K 0.01%
816
+73
388
$67K 0.01%
1,041
-59
389
$66K 0.01%
705
-123
390
$65K 0.01%
2,709
+825
391
$65K 0.01%
900
392
$64K 0.01%
246
-45
393
$64K 0.01%
450
394
$64K 0.01%
4,886
+4,191
395
$63K 0.01%
91
396
$63K 0.01%
2,000
397
$63K 0.01%
4,074
-2,271
398
$62K 0.01%
521
+13
399
$62K 0.01%
478
-49
400
$61K 0.01%
+942
14 15
16
17 18