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
476
$590K 0.02%
29,663
+2,578
477
$585K 0.02%
55,063
-6,654
478
$585K 0.02%
6,974
-90
479
$576K 0.02%
3,948
-367
480
$573K 0.02%
9,941
-170
481
$572K 0.02%
15,307
-1,245
482
$570K 0.02%
16,306
-1,230
483
$566K 0.02%
22,878
+1,272
484
$566K 0.02%
3,039
-82
485
$562K 0.02%
7,998
-1,358
486
$562K 0.02%
16,431
+281
487
$561K 0.02%
9,106
-173
488
$560K 0.02%
9,049
+1,308
489
$557K 0.02%
3,208
490
$557K 0.02%
8,219
-3,338
491
$544K 0.02%
11,548
+845
492
$536K 0.02%
21,896
-2,316
493
$535K 0.02%
10,536
+975
494
$529K 0.02%
2,551
-102
495
$526K 0.02%
14,009
+7,135
496
$521K 0.02%
3,762
-23
497
$516K 0.02%
8,915
-971
498
$515K 0.02%
+14,355
499
$508K 0.02%
4,377
+131
500
$506K 0.02%
6,585
-204
18 19
20
21 22