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
526
$452K 0.01%
10,025
-1,580
527
$452K 0.01%
34,312
528
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12,286
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529
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12,513
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$446K 0.01%
36,920
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531
$442K 0.01%
18,204
+1,334
532
$442K 0.01%
12,900
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533
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534
$439K 0.01%
5,485
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535
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17,421
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536
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7,565
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537
$435K 0.01%
11,486
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538
$434K 0.01%
6,223
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539
$433K 0.01%
7,541
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540
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27,739
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543
$425K 0.01%
11,720
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$424K 0.01%
14,950
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545
$422K 0.01%
10,202
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546
$419K 0.01%
3,395
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547
$415K 0.01%
9,359
+568
548
$414K 0.01%
10,682
+3,233
549
$413K 0.01%
6,448
-4,656
550
$411K 0.01%
5,994
+601
20 21
22
23 24