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
501
$505K 0.02%
14,865
+2,197
502
$504K 0.02%
26,272
+1,318
503
$502K 0.02%
6,412
-342
504
$495K 0.01%
2,890
-186
505
$494K 0.01%
14,850
-4,088
506
$493K 0.01%
64,670
-5,279
507
$492K 0.01%
4,223
-216
508
$491K 0.01%
10,873
-185
509
$491K 0.01%
12,109
-1,403
510
$491K 0.01%
+27,734
511
$490K 0.01%
13,990
-6,845
512
$489K 0.01%
20,172
513
$478K 0.01%
10,872
-1,000
514
$475K 0.01%
11,050
+1,104
515
$474K 0.01%
7,776
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516
$474K 0.01%
10,082
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517
$474K 0.01%
5,868
-502
518
$473K 0.01%
4,659
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519
$472K 0.01%
9,406
-131
520
$472K 0.01%
3,950
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521
$470K 0.01%
7,065
-11,151
522
$469K 0.01%
8,938
-2,023
523
$459K 0.01%
8,208
-1,574
524
$457K 0.01%
4,944
-737
525
$454K 0.01%
12,540
19 20
21
22 23