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
651
$6K ﹤0.01%
53
652
$6K ﹤0.01%
75
653
$6K ﹤0.01%
158
+116
654
$5K ﹤0.01%
317
-129
655
$5K ﹤0.01%
40
-150
656
$5K ﹤0.01%
+26
657
$5K ﹤0.01%
+188
658
$5K ﹤0.01%
153
659
$5K ﹤0.01%
+147
660
$5K ﹤0.01%
15
661
$5K ﹤0.01%
452
662
$5K ﹤0.01%
116
+38
663
$5K ﹤0.01%
+115
664
$5K ﹤0.01%
45
+17
665
$5K ﹤0.01%
159
666
$5K ﹤0.01%
51
667
$5K ﹤0.01%
184
+1
668
$5K ﹤0.01%
+255
669
$5K ﹤0.01%
150
670
$5K ﹤0.01%
61
671
$5K ﹤0.01%
337
+233
672
$5K ﹤0.01%
247
673
$4K ﹤0.01%
125
674
$4K ﹤0.01%
+635
675
$4K ﹤0.01%
144
25 26
27
28 29