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
$9.24B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$26.4M
3
+$21M
4
UPS icon
United Parcel Service
UPS
+$19.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M

Top Sells

1
+$28.5M
2
+$17.9M
3
+$15.2M
4
RGC
Regal Entertainment Group
RGC
+$13.8M
5
PRU icon
Prudential Financial
PRU
+$13M

Sector Composition

1 Financials 17.11%
2 Industrials 11.44%
3 Consumer Staples 8.3%
4 Healthcare 7.95%
5 Technology 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
+435
2002
$1K ﹤0.01%
+143
2003
$1K ﹤0.01%
+192
2004
$1K ﹤0.01%
+200
2005
$1K ﹤0.01%
+14
2006
$1K ﹤0.01%
+65
2007
– –
0
2008
$0 ﹤0.01%
+16
2009
$0 ﹤0.01%
+8
2010
– –
0
2011
$0 ﹤0.01%
+100
2012
$0 ﹤0.01%
+4
2013
$0 ﹤0.01%
+8
2014
– –
-8,021
2015
– –
-62,074
2016
$0 ﹤0.01%
+47
2017
$0 ﹤0.01%
+20
2018
– –
0
2019
$0 ﹤0.01%
+5
2020
$0 ﹤0.01%
+57
2021
$0 ﹤0.01%
+1
2022
$0 ﹤0.01%
+7
2023
– –
-48
2024
$0 ﹤0.01%
+1
2025
$0 ﹤0.01%
+13
78 79 80
81
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