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
626
$7K ﹤0.01%
+182
627
$7K ﹤0.01%
110
628
$7K ﹤0.01%
138
629
$7K ﹤0.01%
+500
630
$7K ﹤0.01%
500
631
$7K ﹤0.01%
141
632
$7K ﹤0.01%
+3,000
633
$6K ﹤0.01%
75
634
$6K ﹤0.01%
158
+116
635
$6K ﹤0.01%
90
636
$6K ﹤0.01%
441
+76
637
$6K ﹤0.01%
395
-361
638
$6K ﹤0.01%
26
-7
639
$6K ﹤0.01%
+220
640
$6K ﹤0.01%
2,746
641
$6K ﹤0.01%
101
642
$6K ﹤0.01%
97
643
$6K ﹤0.01%
+31
644
$6K ﹤0.01%
99
645
$6K ﹤0.01%
79
646
$6K ﹤0.01%
400
647
$6K ﹤0.01%
302
648
$6K ﹤0.01%
+89
649
$6K ﹤0.01%
+136
650
$6K ﹤0.01%
312