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
251
$2.45M 0.07%
64,975
+13,762
252
$2.45M 0.07%
10,905
-253
253
$2.44M 0.07%
44,872
+722
254
$2.39M 0.07%
465,449
+10,374
255
$2.38M 0.07%
7,307
-400
256
$2.35M 0.07%
55,089
+2,292
257
$2.27M 0.07%
36,159
+2,247
258
$2.25M 0.07%
36,349
-8,180
259
$2.24M 0.07%
30,615
+3,699
260
$2.24M 0.07%
21,314
+1,101
261
$2.24M 0.07%
24,783
-1,245
262
$2.22M 0.07%
58,395
+46,864
263
$2.2M 0.07%
20,288
-1,258
264
$2.2M 0.07%
28,748
-3,896
265
$2.19M 0.07%
58,994
+1,546
266
$2.19M 0.07%
10,672
-3,439
267
$2.17M 0.07%
18,350
+358
268
$2.15M 0.06%
16,616
+76
269
$2.15M 0.06%
80,408
+31,644
270
$2.14M 0.06%
25,056
-1,972
271
$2.14M 0.06%
33,322
+15
272
$2.13M 0.06%
105,500
-38,500
273
$2.12M 0.06%
11,810
-1,022
274
$2.02M 0.06%
42,868
+5,501
275
$2.01M 0.06%
74,654
-12,412
9 10
11
12 13