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
751
$2K ﹤0.01%
5,000
752
$2K ﹤0.01%
23
-15
753
$2K ﹤0.01%
40
-2
754
$2K ﹤0.01%
22
755
$2K ﹤0.01%
79
756
$2K ﹤0.01%
78
757
$2K ﹤0.01%
18
-300
758
$2K ﹤0.01%
+18
759
$2K ﹤0.01%
+36
760
$2K ﹤0.01%
11
-7
761
$2K ﹤0.01%
351
762
$2K ﹤0.01%
16
763
$2K ﹤0.01%
186
764
$2K ﹤0.01%
20
765
$2K ﹤0.01%
42
-40
766
$2K ﹤0.01%
+6
767
$2K ﹤0.01%
+1,500
768
$2K ﹤0.01%
355
769
$2K ﹤0.01%
92
-172
770
$2K ﹤0.01%
118
-1,000
771
$2K ﹤0.01%
7
-65
772
$2K ﹤0.01%
65
773
$2K ﹤0.01%
+700
774
$1K ﹤0.01%
26
-4
775
$1K ﹤0.01%
15
29 30
31
32 33