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
401
$10K ﹤0.01%
189
-1,314
402
$10K ﹤0.01%
419
403
$9K ﹤0.01%
400
404
$9K ﹤0.01%
167
+3
405
$9K ﹤0.01%
54
406
$9K ﹤0.01%
573
+221
407
$9K ﹤0.01%
250
408
$9K ﹤0.01%
260
409
$8K ﹤0.01%
+173
410
$8K ﹤0.01%
128
-14
411
$8K ﹤0.01%
333
+63
412
$8K ﹤0.01%
149
+25
413
$8K ﹤0.01%
+300
414
$7K ﹤0.01%
+517
415
$7K ﹤0.01%
72
416
$7K ﹤0.01%
+1,000
417
$7K ﹤0.01%
+400
418
$7K ﹤0.01%
72
419
$7K ﹤0.01%
292
+135
420
$7K ﹤0.01%
81
421
$7K ﹤0.01%
166
+19
422
$6K ﹤0.01%
54
+1
423
$6K ﹤0.01%
43
424
$6K ﹤0.01%
400
425
$6K ﹤0.01%
141
15 16
17
18 19