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
551
$10K ﹤0.01%
+1,900
552
$10K ﹤0.01%
+192
553
$10K ﹤0.01%
178
-12
554
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113
-2
555
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182
-176
556
$10K ﹤0.01%
+2,300
557
$10K ﹤0.01%
219
558
$10K ﹤0.01%
75
559
$10K ﹤0.01%
+500
560
$10K ﹤0.01%
+48
561
$10K ﹤0.01%
84
562
$10K ﹤0.01%
100
563
$10K ﹤0.01%
+188
564
$10K ﹤0.01%
+87
565
$9K ﹤0.01%
+386
566
$9K ﹤0.01%
105
-10
567
$9K ﹤0.01%
+32
568
$9K ﹤0.01%
160
569
$9K ﹤0.01%
300
-55
570
$9K ﹤0.01%
253
-10
571
$9K ﹤0.01%
308
-2,000
572
$9K ﹤0.01%
204
573
$9K ﹤0.01%
316
-10
574
$9K ﹤0.01%
567
-283
575
$9K ﹤0.01%
131
21 22
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