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
351
$1.21M 0.04%
24,210
352
$1.2M 0.04%
18,067
+1,880
353
$1.18M 0.04%
13,414
-916
354
$1.18M 0.04%
35,527
-3,018
355
$1.16M 0.03%
29,894
+268
356
$1.14M 0.03%
20,826
-1,665
357
$1.14M 0.03%
9,652
+91
358
$1.14M 0.03%
54,221
359
$1.13M 0.03%
19,951
+1,380
360
$1.13M 0.03%
28,918
+2,640
361
$1.12M 0.03%
25,330
-8,639
362
$1.12M 0.03%
4,421
+269
363
$1.12M 0.03%
13,008
-1,536
364
$1.11M 0.03%
16,415
-1,090
365
$1.1M 0.03%
9,982
-253
366
$1.09M 0.03%
34,356
-2,280
367
$1.09M 0.03%
19,590
+1,636
368
$1.09M 0.03%
11,850
-972
369
$1.05M 0.03%
18,164
-143
370
$1.05M 0.03%
19,400
+458
371
$1.05M 0.03%
3,063
+275
372
$1.04M 0.03%
33,207
-3,298
373
$1.04M 0.03%
19,296
-452
374
$1.03M 0.03%
12,733
+2,412
375
$1.03M 0.03%
28,210
-1,373
13 14
15
16 17