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
576
$9K ﹤0.01%
512
577
$9K ﹤0.01%
333
578
$9K ﹤0.01%
75
-30
579
$9K ﹤0.01%
328
-99
580
$9K ﹤0.01%
+31
581
$9K ﹤0.01%
+335
582
$9K ﹤0.01%
+800
583
$8K ﹤0.01%
+141
584
$8K ﹤0.01%
368
585
$8K ﹤0.01%
232
586
$8K ﹤0.01%
98
587
$8K ﹤0.01%
+7
588
$8K ﹤0.01%
+85
589
$8K ﹤0.01%
+133
590
$8K ﹤0.01%
117
591
$8K ﹤0.01%
152
592
$8K ﹤0.01%
168
+124
593
$8K ﹤0.01%
+1,103
594
$8K ﹤0.01%
366
595
$8K ﹤0.01%
128
-41
596
$8K ﹤0.01%
648
597
$8K ﹤0.01%
+203
598
$8K ﹤0.01%
116
+60
599
$8K ﹤0.01%
+270
600
$8K ﹤0.01%
+900
22 23
24
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