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
951
$3K ﹤0.01%
+517
952
$3K ﹤0.01%
+815
953
$3K ﹤0.01%
1,526
+1,304
954
$3K ﹤0.01%
85
955
$3K ﹤0.01%
936
956
$3K ﹤0.01%
+75
957
$3K ﹤0.01%
+32
958
$3K ﹤0.01%
44
959
$3K ﹤0.01%
67
-46
960
$3K ﹤0.01%
+170
961
$3K ﹤0.01%
+42
962
$3K ﹤0.01%
50
-202
963
$3K ﹤0.01%
+406
964
$3K ﹤0.01%
194
+41
965
$3K ﹤0.01%
+100
966
$3K ﹤0.01%
291
967
$3K ﹤0.01%
+72
968
$3K ﹤0.01%
84
969
$3K ﹤0.01%
47
970
$3K ﹤0.01%
104
-337
971
$3K ﹤0.01%
+302
972
$3K ﹤0.01%
73
+32
973
$3K ﹤0.01%
192
974
$3K ﹤0.01%
+200
975
$3K ﹤0.01%
122
37 38
39
40 41