Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.34B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$6.9M
3
+$6.47M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.25M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.45M

Top Sells

1
+$12.1M
2
+$9.67M
3
+$7.12M
4
RCI icon
Rogers Communications
RCI
+$6.24M
5
SWY
SAFEWAY INC
SWY
+$4.95M

Sector Composition

1 Financials 11.48%
2 Healthcare 10.55%
3 Energy 10.13%
4 Technology 9.92%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.34M 0.1%
53,685
-772
227
$3.2M 0.1%
39,793
+6,464
228
$3.14M 0.09%
93,732
-19,877
229
$3.08M 0.09%
34,100
-189
230
$3.06M 0.09%
189,316
-340
231
$2.98M 0.09%
69,862
+9,091
232
$2.94M 0.09%
23,142
-1,188
233
$2.94M 0.09%
79,198
-118,484
234
$2.94M 0.09%
94,122
+11,903
235
$2.93M 0.09%
21,198
+1,461
236
$2.92M 0.09%
35,515
-4,303
237
$2.89M 0.09%
22,703
-1,117
238
$2.87M 0.09%
66,252
-4,883
239
$2.87M 0.09%
33,897
+2,996
240
$2.84M 0.09%
21,494
-5,945
241
$2.79M 0.08%
43,684
+1,039
242
$2.79M 0.08%
31,292
-2,137
243
$2.74M 0.08%
14,686
-1,237
244
$2.7M 0.08%
45,410
-1,586
245
$2.67M 0.08%
39,222
+1,138
246
$2.66M 0.08%
77,822
+18,502
247
$2.59M 0.08%
29,584
-1,128
248
$2.57M 0.08%
21,497
-1,928
249
$2.57M 0.08%
16,981
-2,230
250
$2.46M 0.07%
64,448
+11,046
8 9
10
11 12