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
401
$60K ﹤0.01%
2,300
402
$60K ﹤0.01%
510
+491
403
$59K ﹤0.01%
1,564
+304
404
$59K ﹤0.01%
459
-71
405
$58K ﹤0.01%
1,099
+534
406
$57K ﹤0.01%
1,357
-83
407
$57K ﹤0.01%
1,196
-4,104
408
$57K ﹤0.01%
4,005
+1,975
409
$57K ﹤0.01%
+3,000
410
$57K ﹤0.01%
+670
411
$57K ﹤0.01%
925
+648
412
$56K ﹤0.01%
1,598
-31
413
$55K ﹤0.01%
1,737
-266
414
$55K ﹤0.01%
+2,035
415
$54K ﹤0.01%
749
416
$54K ﹤0.01%
204
-49
417
$54K ﹤0.01%
384
418
$53K ﹤0.01%
995
419
$53K ﹤0.01%
910
+730
420
$53K ﹤0.01%
369
+173
421
$53K ﹤0.01%
5,884
422
$52K ﹤0.01%
6,481
+1,717
423
$52K ﹤0.01%
+4,435
424
$51K ﹤0.01%
1,339
+408
425
$51K ﹤0.01%
349
-46
15 16
17
18 19