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
26
$25.3M 0.76%
1,198,371
27
$25M 0.75%
198,797
-8,394
28
$24.9M 0.75%
252,766
-2,946
29
$24.3M 0.73%
491,065
-9,247
30
$24.3M 0.73%
458,572
-3,848
31
$23.6M 0.71%
233,417
+7,967
32
$23.1M 0.69%
747,136
-230,384
33
$23M 0.69%
634,023
+16,943
34
$22.4M 0.67%
781,190
+2,600
35
$22.1M 0.66%
391,174
-7,765
36
$21.9M 0.66%
98,395
-2,975
37
$21.7M 0.65%
551,499
-13,995
38
$21.1M 0.63%
519,152
+21,316
39
$21M 0.63%
399,950
-10,129
40
$19.6M 0.59%
578,595
+5,513
41
$19.5M 0.59%
132,657
-11,111
42
$19.5M 0.58%
440,723
+6,332
43
$19.3M 0.58%
611,861
-43,366
44
$19.2M 0.58%
493,808
+92,729
45
$19M 0.57%
266,987
-8,090
46
$18.8M 0.56%
260,149
+72,476
47
$18.3M 0.55%
448,463
+19,063
48
$18.2M 0.55%
330,239
-12,013
49
$17.2M 0.51%
200,107
-798
50
$17M 0.51%
688,856
+40,144
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