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
376
$1.03M 0.03%
27,059
+145
377
$1.01M 0.03%
16,035
-2,253
378
$1M 0.03%
7,872
+103
379
$1M 0.03%
19,056
-1,273
380
$998K 0.03%
26,253
-324
381
$995K 0.03%
10,985
-613
382
$992K 0.03%
41,652
-26,119
383
$990K 0.03%
11,233
-3,681
384
$980K 0.03%
42,844
-2,252
385
$973K 0.03%
28,447
+2,112
386
$971K 0.03%
134,710
+9,430
387
$965K 0.03%
45,188
+6,563
388
$964K 0.03%
25,730
-2,029
389
$961K 0.03%
22,325
+4,321
390
$945K 0.03%
59,605
+623
391
$934K 0.03%
18,764
-761
392
$924K 0.03%
20,202
-2,368
393
$921K 0.03%
12,080
-1,970
394
$913K 0.03%
5,400
-736
395
$909K 0.03%
12,939
+3,506
396
$906K 0.03%
4,062
+101
397
$900K 0.03%
+31,725
398
$896K 0.03%
11,914
+1,354
399
$894K 0.03%
18,972
+1,249
400
$887K 0.03%
27,394
-246
14 15
16
17 18