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
$1.22B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.1M
3
+$7.41M
4
AMAT icon
Applied Materials
AMAT
+$6.32M
5
NVDA icon
NVIDIA
NVDA
+$5.73M

Top Sells

1
+$14.7M
2
+$10.5M
3
+$8.78M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.08M

Sector Composition

1 Technology 18.59%
2 Healthcare 11.68%
3 Financials 9.96%
4 Communication Services 7.99%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$26K ﹤0.01%
869
+586
552
$26K ﹤0.01%
849
-298
553
$26K ﹤0.01%
360
554
$26K ﹤0.01%
558
-110
555
$26K ﹤0.01%
964
556
$26K ﹤0.01%
993
-9
557
$26K ﹤0.01%
694
558
$25K ﹤0.01%
565
559
$25K ﹤0.01%
848
-287
560
$25K ﹤0.01%
1,624
+192
561
$25K ﹤0.01%
300
562
$25K ﹤0.01%
185
-34
563
$25K ﹤0.01%
181
-131
564
$25K ﹤0.01%
1,536
-170
565
$25K ﹤0.01%
1,649
+359
566
$24K ﹤0.01%
1,000
+806
567
$24K ﹤0.01%
1,513
-376
568
$24K ﹤0.01%
500
+30
569
$24K ﹤0.01%
+405
570
$24K ﹤0.01%
2,392
+2,064
571
$24K ﹤0.01%
370
-88
572
$24K ﹤0.01%
+900
573
$24K ﹤0.01%
1,416
+750
574
$24K ﹤0.01%
418
-183
575
$24K ﹤0.01%
496
+434
21 22
23
24 25