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
$1.39B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.05M
3
+$5.14M
4
VZ icon
Verizon
VZ
+$3.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.04M

Top Sells

1
+$6.26M
2
+$6.23M
3
+$3.94M
4
INTC icon
Intel
INTC
+$3.51M
5
MOS icon
The Mosaic Company
MOS
+$3.33M

Sector Composition

1 Technology 14.4%
2 Financials 9.93%
3 Healthcare 9.47%
4 Industrials 7.56%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7K ﹤0.01%
400
627
$7K ﹤0.01%
302
628
$7K ﹤0.01%
182
629
$7K ﹤0.01%
114
+4
630
$7K ﹤0.01%
197
631
$7K ﹤0.01%
97
632
$7K ﹤0.01%
129
-70
633
$7K ﹤0.01%
116
634
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151
635
$7K ﹤0.01%
141
636
$7K ﹤0.01%
+482
637
$7K ﹤0.01%
141
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638
$7K ﹤0.01%
500
639
$6K ﹤0.01%
238
-78
640
$6K ﹤0.01%
+392
641
$6K ﹤0.01%
+148
642
$6K ﹤0.01%
40
643
$6K ﹤0.01%
108
-70
644
$6K ﹤0.01%
2,746
645
$6K ﹤0.01%
+561
646
$6K ﹤0.01%
85
-11
647
$6K ﹤0.01%
101
648
$6K ﹤0.01%
91
+30
649
$6K ﹤0.01%
31
650
$6K ﹤0.01%
79
24 25
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