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
$1.36B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$15.6M
3
+$12M
4
XOM icon
Exxon Mobil
XOM
+$8.78M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$8.57M

Top Sells

1
+$10.6M
2
+$9.54M
3
+$7.67M
4
YUM icon
Yum! Brands
YUM
+$7.67M
5
CI icon
Cigna
CI
+$6.77M

Sector Composition

1 Technology 14.12%
2 Healthcare 10.48%
3 Financials 9.74%
4 Industrials 6.99%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K ﹤0.01%
300
402
$30K ﹤0.01%
730
-52
403
$30K ﹤0.01%
+72
404
$30K ﹤0.01%
+383
405
$30K ﹤0.01%
400
-1,339
406
$29K ﹤0.01%
+140
407
$28K ﹤0.01%
+1,000
408
$28K ﹤0.01%
+557
409
$28K ﹤0.01%
+520
410
$28K ﹤0.01%
686
+49
411
$27K ﹤0.01%
866
-153
412
$27K ﹤0.01%
+171
413
$26K ﹤0.01%
+4,400
414
$26K ﹤0.01%
563
-523
415
$26K ﹤0.01%
705
416
$26K ﹤0.01%
357
+107
417
$25K ﹤0.01%
1,256
+683
418
$25K ﹤0.01%
+760
419
$25K ﹤0.01%
175
420
$24K ﹤0.01%
1,000
421
$24K ﹤0.01%
+577
422
$24K ﹤0.01%
285
423
$24K ﹤0.01%
+1,200
424
$23K ﹤0.01%
+571
425
$23K ﹤0.01%
426
15 16
17
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