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
576
$3K ﹤0.01%
189
577
$3K ﹤0.01%
97
578
$3K ﹤0.01%
68
579
$3K ﹤0.01%
107
-12
580
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70
581
$3K ﹤0.01%
100
582
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700
583
$3K ﹤0.01%
+173
584
$3K ﹤0.01%
160
-13
585
$3K ﹤0.01%
97
-13
586
$3K ﹤0.01%
114
587
$3K ﹤0.01%
76
588
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68
-8
589
$3K ﹤0.01%
163
590
$3K ﹤0.01%
102
591
$3K ﹤0.01%
48
+16
592
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+41
593
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+200
594
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211
595
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126
596
$3K ﹤0.01%
+96
597
$3K ﹤0.01%
+187
598
$3K ﹤0.01%
130
-14
599
$3K ﹤0.01%
105
+47
600
$3K ﹤0.01%
45
22 23
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25 26