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
576
$381K 0.01%
15,616
+2,252
577
$378K 0.01%
6,704
-448
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$377K 0.01%
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579
$373K 0.01%
6,431
+1,350
580
$371K 0.01%
7,100
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581
$368K 0.01%
12,640
-250
582
$368K 0.01%
2,543
-276
583
$368K 0.01%
10,482
+3,304
584
$367K 0.01%
3,325
585
$367K 0.01%
4,355
-25
586
$366K 0.01%
3,047
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587
$361K 0.01%
14,594
+3,785
588
$358K 0.01%
5,128
-2,972
589
$358K 0.01%
4,233
-1,620
590
$356K 0.01%
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592
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13,440
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593
$354K 0.01%
7,483
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5,254
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595
$349K 0.01%
22,417
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596
$349K 0.01%
11,488
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597
$347K 0.01%
8,371
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598
$347K 0.01%
2,424
-148
599
$346K 0.01%
4,735
-1,400
600
$346K 0.01%
57,607
22 23
24
25 26