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
726
$3K ﹤0.01%
42
727
$3K ﹤0.01%
32
-20
728
$3K ﹤0.01%
44
-263
729
$3K ﹤0.01%
124
730
$3K ﹤0.01%
1,100
731
$3K ﹤0.01%
38
-6
732
$3K ﹤0.01%
+77
733
$2K ﹤0.01%
118
-1,000
734
$2K ﹤0.01%
29
735
$2K ﹤0.01%
+31
736
$2K ﹤0.01%
14
737
$2K ﹤0.01%
103
-11
738
$2K ﹤0.01%
+270
739
$2K ﹤0.01%
25
740
$2K ﹤0.01%
12
-43
741
$2K ﹤0.01%
127
742
$2K ﹤0.01%
20
743
$2K ﹤0.01%
+320
744
$2K ﹤0.01%
33
-5
745
$2K ﹤0.01%
37
746
$2K ﹤0.01%
5,000
747
$2K ﹤0.01%
92
-172
748
$2K ﹤0.01%
23
-15
749
$2K ﹤0.01%
40
-2
750
$2K ﹤0.01%
22
28 29
30
31 32