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
326
$1.41M 0.04%
171,081
-15,696
327
$1.4M 0.04%
61,122
+14,668
328
$1.39M 0.04%
33,112
+585
329
$1.38M 0.04%
11,585
-198
330
$1.38M 0.04%
30,788
-2,601
331
$1.38M 0.04%
4,364
-21
332
$1.37M 0.04%
31,132
-4,609
333
$1.37M 0.04%
28,653
+426
334
$1.36M 0.04%
13,094
+991
335
$1.35M 0.04%
19,385
+1,473
336
$1.34M 0.04%
12,187
+234
337
$1.34M 0.04%
10,718
-250
338
$1.34M 0.04%
14,521
+1,323
339
$1.33M 0.04%
36,646
-8,086
340
$1.32M 0.04%
54,970
+6,214
341
$1.32M 0.04%
36,985
-2,556
342
$1.3M 0.04%
39,718
-3,684
343
$1.29M 0.04%
97,647
344
$1.29M 0.04%
55,903
-61,191
345
$1.26M 0.04%
+27,658
346
$1.26M 0.04%
75,895
+3,035
347
$1.25M 0.04%
23,814
-260
348
$1.24M 0.04%
10,846
-1,336
349
$1.23M 0.04%
28,635
+271
350
$1.23M 0.04%
18,226
+758
12 13
14
15 16