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
$1.06B
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.12M
3
+$6.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.84M
5
PFG icon
Principal Financial Group
PFG
+$2.76M

Top Sells

1
+$6.86M
2
+$6.72M
3
+$5.34M
4
DHR icon
Danaher
DHR
+$5.33M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.49M

Sector Composition

1 Healthcare 13.02%
2 Financials 11.53%
3 Technology 10.44%
4 Industrials 9.91%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
306
427
$15K ﹤0.01%
311
-173
428
$15K ﹤0.01%
346
429
$14K ﹤0.01%
484
-22
430
$14K ﹤0.01%
466
+152
431
$14K ﹤0.01%
275
432
$14K ﹤0.01%
1,000
433
$14K ﹤0.01%
543
-10
434
$13K ﹤0.01%
430
435
$13K ﹤0.01%
399
436
$13K ﹤0.01%
155
-4
437
$13K ﹤0.01%
2,015
-1,328
438
$13K ﹤0.01%
161
-33
439
$12K ﹤0.01%
1,800
440
$12K ﹤0.01%
+700
441
$12K ﹤0.01%
100
-193
442
$12K ﹤0.01%
698
-713
443
$11K ﹤0.01%
937
444
$11K ﹤0.01%
357
+73
445
$11K ﹤0.01%
903
+301
446
$11K ﹤0.01%
517
-27
447
$11K ﹤0.01%
69
-1
448
$11K ﹤0.01%
441
449
$11K ﹤0.01%
+500
450
$10K ﹤0.01%
262
16 17
18
19 20