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%
+48
652
$6K ﹤0.01%
500
653
$6K ﹤0.01%
53
654
$5K ﹤0.01%
317
-129
655
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159
656
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51
657
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+1
658
$5K ﹤0.01%
+255
659
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247
660
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40
-150
661
$5K ﹤0.01%
150
662
$5K ﹤0.01%
61
663
$5K ﹤0.01%
337
+233
664
$5K ﹤0.01%
+26
665
$5K ﹤0.01%
+188
666
$5K ﹤0.01%
153
667
$5K ﹤0.01%
+147
668
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15
669
$5K ﹤0.01%
452
670
$5K ﹤0.01%
116
+38
671
$5K ﹤0.01%
+115
672
$5K ﹤0.01%
45
+17
673
$4K ﹤0.01%
201
-98
674
$4K ﹤0.01%
+262
675
$4K ﹤0.01%
137
25 26
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