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
801
$7K ﹤0.01%
+152
802
$7K ﹤0.01%
730
+507
803
$7K ﹤0.01%
12
+8
804
$7K ﹤0.01%
85
-82
805
$7K ﹤0.01%
146
806
$7K ﹤0.01%
84
807
$7K ﹤0.01%
330
-820
808
$7K ﹤0.01%
+185
809
$7K ﹤0.01%
509
810
$7K ﹤0.01%
37
-7
811
$7K ﹤0.01%
1,035
812
$7K ﹤0.01%
63
813
$7K ﹤0.01%
644
+533
814
$7K ﹤0.01%
161
+125
815
$7K ﹤0.01%
+235
816
$7K ﹤0.01%
+50
817
$7K ﹤0.01%
85
818
$7K ﹤0.01%
239
-472
819
$7K ﹤0.01%
+1,120
820
$7K ﹤0.01%
96
821
$7K ﹤0.01%
366
+66
822
$7K ﹤0.01%
+188
823
$7K ﹤0.01%
163
+65
824
$7K ﹤0.01%
+625
825
$6K ﹤0.01%
277
-411
31 32
33
34 35