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
276
$1.99M 0.06%
8,657
-1,860
277
$1.98M 0.06%
590,200
+385,350
278
$1.93M 0.06%
187,473
+441
279
$1.91M 0.06%
25,145
-1,572
280
$1.9M 0.06%
95,177
-15,366
281
$1.9M 0.06%
33,980
+1,530
282
$1.89M 0.06%
22,973
-833
283
$1.87M 0.06%
18,503
-590
284
$1.86M 0.06%
20,973
+4,438
285
$1.85M 0.06%
7,877
+96
286
$1.84M 0.06%
21,270
-8,846
287
$1.83M 0.05%
93,891
-22,797
288
$1.83M 0.05%
30,975
-1,310
289
$1.83M 0.05%
45,820
-1,546
290
$1.83M 0.05%
37,117
-3,722
291
$1.82M 0.05%
103,526
-9,257
292
$1.8M 0.05%
15,621
+589
293
$1.77M 0.05%
69,308
+4,880
294
$1.77M 0.05%
40,999
-11,741
295
$1.76M 0.05%
2,686
+157
296
$1.75M 0.05%
36,620
+864
297
$1.73M 0.05%
32,969
-41,483
298
$1.73M 0.05%
18,535
-2,033
299
$1.72M 0.05%
41,327
-7,525
300
$1.71M 0.05%
9
-3
10 11
12
13 14