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
$1.39B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.05M
3
+$5.14M
4
VZ icon
Verizon
VZ
+$3.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.04M

Top Sells

1
+$6.26M
2
+$6.23M
3
+$3.94M
4
INTC icon
Intel
INTC
+$3.51M
5
MOS icon
The Mosaic Company
MOS
+$3.33M

Sector Composition

1 Technology 14.4%
2 Financials 9.93%
3 Healthcare 9.47%
4 Industrials 7.56%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
111
-142
752
$3K ﹤0.01%
79
753
$3K ﹤0.01%
34
754
$3K ﹤0.01%
+54
755
$3K ﹤0.01%
+738
756
$3K ﹤0.01%
+58
757
$3K ﹤0.01%
449
758
$3K ﹤0.01%
+87
759
$3K ﹤0.01%
59
760
$3K ﹤0.01%
+67
761
$3K ﹤0.01%
24
762
$3K ﹤0.01%
23
+14
763
$3K ﹤0.01%
137
764
$2K ﹤0.01%
+81
765
$2K ﹤0.01%
18
766
$2K ﹤0.01%
+104
767
$2K ﹤0.01%
+62
768
$2K ﹤0.01%
53
-105
769
$2K ﹤0.01%
2
770
$2K ﹤0.01%
129
-2,453
771
$2K ﹤0.01%
138
-362
772
$2K ﹤0.01%
88
773
$2K ﹤0.01%
+47
774
$2K ﹤0.01%
186
775
$2K ﹤0.01%
+207
29 30
31
32 33