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
551
$5K ﹤0.01%
546
-554
552
$5K ﹤0.01%
191
-17
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64
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+47
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556
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557
$4K ﹤0.01%
408
-38
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158
559
$4K ﹤0.01%
+67
560
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93
561
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341
562
$4K ﹤0.01%
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120
564
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+128
565
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34
566
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54
-5
567
$4K ﹤0.01%
98
568
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569
$4K ﹤0.01%
75
570
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-3
571
$4K ﹤0.01%
48
-6
572
$4K ﹤0.01%
+66
573
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10
-6
574
$4K ﹤0.01%
296
575
$4K ﹤0.01%
205
+32
21 22
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24 25