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
701
$4K ﹤0.01%
126
702
$4K ﹤0.01%
120
-59
703
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+125
704
$3K ﹤0.01%
45
-19
705
$3K ﹤0.01%
138
706
$3K ﹤0.01%
79
707
$3K ﹤0.01%
34
-1,466
708
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36
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709
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33
710
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134
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711
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59
+48
712
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68
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24
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$3K ﹤0.01%
137
715
$3K ﹤0.01%
40
716
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717
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718
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44
-263
719
$3K ﹤0.01%
124
720
$3K ﹤0.01%
1,100
721
$3K ﹤0.01%
38
-6
722
$3K ﹤0.01%
+77
723
$3K ﹤0.01%
43
724
$3K ﹤0.01%
16
-476
725
$3K ﹤0.01%
+179
27 28
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30 31