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
476
$8K ﹤0.01%
+158
477
$8K ﹤0.01%
284
+122
478
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200
479
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350
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480
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+25
481
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330
+39
482
$8K ﹤0.01%
654
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68
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486
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488
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-8
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125
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494
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433
495
$7K ﹤0.01%
269
-2,248
496
$7K ﹤0.01%
124
+101
497
$7K ﹤0.01%
119
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498
$7K ﹤0.01%
86
499
$7K ﹤0.01%
100
-9
500
$7K ﹤0.01%
332
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