RFC

Regions Financial Corp Portfolio holdings

AUM $15.4B
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.91B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.2M
3
+$22.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.8M

Top Sells

1
+$47.1M
2
+$29.5M
3
+$26.5M
4
DINO icon
HF Sinclair
DINO
+$20.4M
5
WFC icon
Wells Fargo
WFC
+$16.4M

Sector Composition

1 Financials 17.2%
2 Industrials 11.25%
3 Technology 8.16%
4 Healthcare 7.57%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$1K ﹤0.01%
425
1952
$1K ﹤0.01%
90
1953
$1K ﹤0.01%
47
1954
$1K ﹤0.01%
96
1955
$1K ﹤0.01%
+34
1956
$1K ﹤0.01%
32
1957
$1K ﹤0.01%
+29
1958
$1K ﹤0.01%
31
1959
$1K ﹤0.01%
+16
1960
$1K ﹤0.01%
+20
1961
$1K ﹤0.01%
+40
1962
$1K ﹤0.01%
125
1963
$1K ﹤0.01%
70
1964
$1K ﹤0.01%
+54
1965
– –
-580
1966
– –
-86
1967
– –
-112
1968
– –
-419
1969
– –
-12
1970
– –
-53
1971
$0 ﹤0.01%
3
-8
1972
$0 ﹤0.01%
+12
1973
– –
-232
1974
– –
-29
1975
– –
-6
77 78
79
80 81