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%
+66
727
$3K ﹤0.01%
+20
728
$3K ﹤0.01%
22
729
$3K ﹤0.01%
85
730
$3K ﹤0.01%
88
731
$3K ﹤0.01%
66
-40
732
$3K ﹤0.01%
+1,799
733
$2K ﹤0.01%
29
734
$2K ﹤0.01%
+31
735
$2K ﹤0.01%
76
736
$2K ﹤0.01%
53
-157
737
$2K ﹤0.01%
34
738
$2K ﹤0.01%
+90
739
$2K ﹤0.01%
38
-13
740
$2K ﹤0.01%
15
741
$2K ﹤0.01%
14
742
$2K ﹤0.01%
103
-11
743
$2K ﹤0.01%
+270
744
$2K ﹤0.01%
25
745
$2K ﹤0.01%
12
-43
746
$2K ﹤0.01%
127
747
$2K ﹤0.01%
20
748
$2K ﹤0.01%
+320
749
$2K ﹤0.01%
33
-5
750
$2K ﹤0.01%
37
28 29
30
31 32