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
1051
$2K ﹤0.01%
+66
1052
$2K ﹤0.01%
+77
1053
$2K ﹤0.01%
+369
1054
$2K ﹤0.01%
471
-729
1055
$2K ﹤0.01%
36
1056
$2K ﹤0.01%
+4,645
1057
$2K ﹤0.01%
134
-1,134
1058
$2K ﹤0.01%
+107
1059
$1K ﹤0.01%
26
1060
$1K ﹤0.01%
35
-5
1061
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20
1062
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257
-180
1063
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25
1064
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15
-105
1065
$1K ﹤0.01%
18
-48
1066
$1K ﹤0.01%
+15
1067
$1K ﹤0.01%
+12
1068
$1K ﹤0.01%
93
-19
1069
$1K ﹤0.01%
+115
1070
$1K ﹤0.01%
52
-31
1071
$1K ﹤0.01%
28
1072
$1K ﹤0.01%
39
-38
1073
$1K ﹤0.01%
+54
1074
$1K ﹤0.01%
24
1075
$1K ﹤0.01%
37
-256
41 42
43
44 45