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
876
$5K ﹤0.01%
145
877
$5K ﹤0.01%
+149
878
$5K ﹤0.01%
+394
879
$5K ﹤0.01%
128
880
$5K ﹤0.01%
+1,845
881
$5K ﹤0.01%
308
+32
882
$5K ﹤0.01%
787
-601
883
$4K ﹤0.01%
151
+86
884
$4K ﹤0.01%
42
+27
885
$4K ﹤0.01%
37
886
$4K ﹤0.01%
+84
887
$4K ﹤0.01%
+297
888
$4K ﹤0.01%
+53
889
$4K ﹤0.01%
1,829
-727
890
$4K ﹤0.01%
+100
891
$4K ﹤0.01%
358
+195
892
$4K ﹤0.01%
+319
893
$4K ﹤0.01%
26
+4
894
$4K ﹤0.01%
+363
895
$4K ﹤0.01%
1,742
896
$4K ﹤0.01%
28
+23
897
$4K ﹤0.01%
+32
898
$4K ﹤0.01%
+49
899
$4K ﹤0.01%
+98
900
$4K ﹤0.01%
+243
34 35
36
37 38