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
$1.13B
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.74M
3
+$6.19M
4
MTD icon
Mettler-Toledo International
MTD
+$5.99M
5
CAT icon
Caterpillar
CAT
+$5.15M

Top Sells

1
+$7.52M
2
+$7.12M
3
+$6.61M
4
XOM icon
Exxon Mobil
XOM
+$5.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.82M

Sector Composition

1 Financials 12.77%
2 Technology 11.07%
3 Healthcare 11.06%
4 Industrials 10.3%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
299
+73
402
$10K ﹤0.01%
346
403
$10K ﹤0.01%
365
404
$10K ﹤0.01%
1,800
405
$10K ﹤0.01%
206
-83
406
$9K ﹤0.01%
136
407
$9K ﹤0.01%
96
-9
408
$9K ﹤0.01%
+300
409
$9K ﹤0.01%
100
410
$9K ﹤0.01%
145
411
$9K ﹤0.01%
507
412
$9K ﹤0.01%
102
413
$8K ﹤0.01%
68
414
$8K ﹤0.01%
240
415
$8K ﹤0.01%
90
416
$8K ﹤0.01%
+500
417
$8K ﹤0.01%
101
418
$8K ﹤0.01%
350
419
$8K ﹤0.01%
174
420
$8K ﹤0.01%
146
-283
421
$8K ﹤0.01%
500
422
$8K ﹤0.01%
262
423
$7K ﹤0.01%
245
424
$7K ﹤0.01%
433
425
$7K ﹤0.01%
55
15 16
17
18 19