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
$1.22B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.1M
3
+$7.41M
4
AMAT icon
Applied Materials
AMAT
+$6.32M
5
NVDA icon
NVIDIA
NVDA
+$5.73M

Top Sells

1
+$14.7M
2
+$10.5M
3
+$8.78M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.08M

Sector Composition

1 Technology 18.59%
2 Healthcare 11.68%
3 Financials 9.96%
4 Communication Services 7.99%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$10K ﹤0.01%
100
752
$10K ﹤0.01%
492
+190
753
$10K ﹤0.01%
415
-204
754
$10K ﹤0.01%
87
755
$10K ﹤0.01%
+395
756
$10K ﹤0.01%
137
-67
757
$10K ﹤0.01%
187
758
$10K ﹤0.01%
209
+95
759
$10K ﹤0.01%
340
-497
760
$10K ﹤0.01%
115
+13
761
$9K ﹤0.01%
273
-506
762
$9K ﹤0.01%
101
763
$9K ﹤0.01%
+68
764
$9K ﹤0.01%
521
+394
765
$9K ﹤0.01%
1,521
-130
766
$9K ﹤0.01%
+358
767
$9K ﹤0.01%
58
-74
768
$9K ﹤0.01%
250
+95
769
$9K ﹤0.01%
+30
770
$9K ﹤0.01%
322
+193
771
$9K ﹤0.01%
+1,700
772
$9K ﹤0.01%
5,000
773
$9K ﹤0.01%
+250
774
$9K ﹤0.01%
84
775
$9K ﹤0.01%
52
-29
29 30
31
32 33