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
401
$884K 0.03%
88,035
+4,725
402
$883K 0.03%
10,069
-238
403
$883K 0.03%
14,839
-2,081
404
$876K 0.03%
62,290
-5,850
405
$874K 0.03%
12,052
+553
406
$869K 0.03%
23,194
-5,661
407
$868K 0.03%
7,826
+310
408
$833K 0.03%
14,326
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409
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18,720
+2,973
410
$810K 0.02%
6,944
-1,455
411
$810K 0.02%
15,480
+1,772
412
$809K 0.02%
+135,855
413
$802K 0.02%
5,639
-127
414
$784K 0.02%
5,091
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415
$767K 0.02%
8,468
-2,677
416
$765K 0.02%
7,848
-2,600
417
$765K 0.02%
113,100
-8,900
418
$763K 0.02%
12,286
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419
$755K 0.02%
6,986
-8,957
420
$754K 0.02%
+205,970
421
$746K 0.02%
2,958
+283
422
$739K 0.02%
5,902
-12,168
423
$735K 0.02%
22,228
-1,682
424
$722K 0.02%
18,424
-212
425
$717K 0.02%
7,903
+206
15 16
17
18 19