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
1076
$1K ﹤0.01%
+38
1077
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12
1078
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+9
1079
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65
-573
1080
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65
1081
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178
1082
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16
-52
1083
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15
1084
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154
1085
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62
1086
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108
-59
1087
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1088
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6
1089
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+7
1090
$1K ﹤0.01%
+78
1091
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59
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1092
$1K ﹤0.01%
81
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$1K ﹤0.01%
+22
1094
$1K ﹤0.01%
+1,410
1095
$1K ﹤0.01%
62
-176
1096
$1K ﹤0.01%
21
-2
1097
$1K ﹤0.01%
+17
1098
$1K ﹤0.01%
15
+11
1099
$1K ﹤0.01%
+3
1100
$1K ﹤0.01%
10
-2
42 43
44
45 46