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
676
$5K ﹤0.01%
189
+1
677
$5K ﹤0.01%
153
678
$5K ﹤0.01%
34
-86
679
$5K ﹤0.01%
117
680
$5K ﹤0.01%
452
681
$5K ﹤0.01%
115
682
$5K ﹤0.01%
197
+63
683
$5K ﹤0.01%
225
+59
684
$5K ﹤0.01%
267
+213
685
$5K ﹤0.01%
50
686
$5K ﹤0.01%
39
-44
687
$5K ﹤0.01%
223
+188
688
$5K ﹤0.01%
+70
689
$5K ﹤0.01%
201
690
$5K ﹤0.01%
137
691
$5K ﹤0.01%
138
692
$5K ﹤0.01%
338
+26
693
$4K ﹤0.01%
+66
694
$4K ﹤0.01%
52
695
$4K ﹤0.01%
+3
696
$4K ﹤0.01%
+36
697
$4K ﹤0.01%
185
+1
698
$4K ﹤0.01%
202
-166
699
$4K ﹤0.01%
150
700
$4K ﹤0.01%
+60
26 27
28
29 30