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
$1.22B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.1M
3
+$7.41M
4
AMAT icon
Applied Materials
AMAT
+$6.32M
5
NVDA icon
NVIDIA
NVDA
+$5.73M

Top Sells

1
+$14.7M
2
+$10.5M
3
+$8.78M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.08M

Sector Composition

1 Technology 18.59%
2 Healthcare 11.68%
3 Financials 9.96%
4 Communication Services 7.99%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$14K ﹤0.01%
1,120
+592
677
$14K ﹤0.01%
207
-11
678
$14K ﹤0.01%
255
-19
679
$14K ﹤0.01%
1,000
680
$14K ﹤0.01%
237
-576
681
$14K ﹤0.01%
363
-155
682
$14K ﹤0.01%
137
683
$14K ﹤0.01%
+377
684
$13K ﹤0.01%
398
-221
685
$13K ﹤0.01%
1,233
+365
686
$13K ﹤0.01%
+1,881
687
$13K ﹤0.01%
2,605
+1,258
688
$13K ﹤0.01%
198
-4
689
$13K ﹤0.01%
1,211
-594
690
$13K ﹤0.01%
88
-110
691
$13K ﹤0.01%
285
-83
692
$13K ﹤0.01%
27
+10
693
$13K ﹤0.01%
1,071
+1,046
694
$13K ﹤0.01%
966
+123
695
$13K ﹤0.01%
430
696
$13K ﹤0.01%
+605
697
$13K ﹤0.01%
276
698
$13K ﹤0.01%
225
+217
699
$13K ﹤0.01%
384
+201
700
$12K ﹤0.01%
213
26 27
28
29 30