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
451
$10K ﹤0.01%
+558
452
$10K ﹤0.01%
315
+104
453
$10K ﹤0.01%
336
-313
454
$10K ﹤0.01%
165
-12
455
$10K ﹤0.01%
71
+7
456
$10K ﹤0.01%
+365
457
$9K ﹤0.01%
300
458
$9K ﹤0.01%
218
-12
459
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221
+25
460
$9K ﹤0.01%
336
-1
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$9K ﹤0.01%
337
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462
$9K ﹤0.01%
604
+22
463
$9K ﹤0.01%
500
464
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181
+23
465
$9K ﹤0.01%
236
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466
$9K ﹤0.01%
200
-2,389
467
$9K ﹤0.01%
56
+17
468
$9K ﹤0.01%
706
-29
469
$9K ﹤0.01%
427
-20
470
$9K ﹤0.01%
208
-10
471
$8K ﹤0.01%
445
-164
472
$8K ﹤0.01%
238
-12
473
$8K ﹤0.01%
360
-12
474
$8K ﹤0.01%
132
-1
475
$8K ﹤0.01%
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