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
301
$1.68M 0.05%
22,662
-198
302
$1.65M 0.05%
36,454
-4,008
303
$1.65M 0.05%
37,354
+13,548
304
$1.65M 0.05%
23,916
-2,307
305
$1.64M 0.05%
36,110
-3,856
306
$1.6M 0.05%
+28,176
307
$1.6M 0.05%
67,983
+15,753
308
$1.59M 0.05%
+49,286
309
$1.59M 0.05%
76,556
+12,686
310
$1.57M 0.05%
14,333
+1,358
311
$1.56M 0.05%
+39,105
312
$1.55M 0.05%
24,983
+2,977
313
$1.53M 0.05%
45,121
-14,037
314
$1.52M 0.05%
71,576
+1,101
315
$1.51M 0.05%
29,374
-3,700
316
$1.51M 0.05%
34,493
-434
317
$1.46M 0.04%
45,144
-404
318
$1.46M 0.04%
24,821
+2,855
319
$1.45M 0.04%
22,786
320
$1.45M 0.04%
30,164
+299
321
$1.44M 0.04%
30,101
-1,437
322
$1.43M 0.04%
24,412
+1,163
323
$1.42M 0.04%
77,419
+2,639
324
$1.42M 0.04%
8,555
-1,811
325
$1.42M 0.04%
37,397
-9,072
11 12
13
14 15