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
$1.37B
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$5.87M
3
+$4.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.38M

Top Sells

1
+$8.94M
2
+$8.64M
3
+$6.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.34M
5
NEE icon
NextEra Energy
NEE
+$3.94M

Sector Composition

1 Technology 14.62%
2 Financials 10.28%
3 Healthcare 10.04%
4 Industrials 6.98%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17K ﹤0.01%
+117
477
$16K ﹤0.01%
+76
478
$16K ﹤0.01%
780
+456
479
$16K ﹤0.01%
119
+88
480
$16K ﹤0.01%
337
-76
481
$16K ﹤0.01%
137
482
$16K ﹤0.01%
1,900
483
$15K ﹤0.01%
91
+62
484
$15K ﹤0.01%
463
-8
485
$15K ﹤0.01%
1,000
486
$15K ﹤0.01%
344
+184
487
$15K ﹤0.01%
91
+57
488
$15K ﹤0.01%
634
+500
489
$15K ﹤0.01%
256
+131
490
$15K ﹤0.01%
+300
491
$14K ﹤0.01%
430
492
$14K ﹤0.01%
937
493
$14K ﹤0.01%
+79
494
$14K ﹤0.01%
101
+54
495
$14K ﹤0.01%
235
496
$14K ﹤0.01%
549
497
$14K ﹤0.01%
313
-264
498
$14K ﹤0.01%
425
+177
499
$14K ﹤0.01%
+135
500
$14K ﹤0.01%
138
+68
18 19
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