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
601
$8K ﹤0.01%
+151
602
$8K ﹤0.01%
475
603
$8K ﹤0.01%
51
+11
604
$8K ﹤0.01%
197
605
$8K ﹤0.01%
167
606
$7K ﹤0.01%
423
+267
607
$7K ﹤0.01%
447
608
$7K ﹤0.01%
+686
609
$7K ﹤0.01%
189
610
$7K ﹤0.01%
96
611
$7K ﹤0.01%
+3,000
612
$7K ﹤0.01%
+263
613
$7K ﹤0.01%
100
614
$7K ﹤0.01%
390
615
$7K ﹤0.01%
210
616
$7K ﹤0.01%
+900
617
$7K ﹤0.01%
136
+17
618
$7K ﹤0.01%
+96
619
$7K ﹤0.01%
13
620
$7K ﹤0.01%
258
621
$7K ﹤0.01%
+2,000
622
$7K ﹤0.01%
189
-14
623
$7K ﹤0.01%
73
-8
624
$7K ﹤0.01%
128
+17
625
$7K ﹤0.01%
105
-16
23 24
25
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