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
526
$6K ﹤0.01%
191
527
$6K ﹤0.01%
101
-4
528
$5K ﹤0.01%
+125
529
$5K ﹤0.01%
64
530
$5K ﹤0.01%
368
-40
531
$5K ﹤0.01%
137
+34
532
$5K ﹤0.01%
77
+17
533
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235
+57
534
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80
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535
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14
536
$5K ﹤0.01%
97
537
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538
$5K ﹤0.01%
126
539
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146
-27
540
$5K ﹤0.01%
+100
541
$5K ﹤0.01%
+87
542
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152
+43
543
$5K ﹤0.01%
+386
544
$5K ﹤0.01%
56
545
$5K ﹤0.01%
680
-70
546
$5K ﹤0.01%
111
547
$5K ﹤0.01%
193
548
$5K ﹤0.01%
102
+23
549
$5K ﹤0.01%
110
-10
550
$5K ﹤0.01%
182
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