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
626
$308K 0.01%
3,527
+1,107
627
$307K 0.01%
13,612
-846
628
$307K 0.01%
5,770
-675
629
$304K 0.01%
11,984
+1,826
630
$304K 0.01%
13,652
-3,574
631
$303K 0.01%
10,750
+2,049
632
$301K 0.01%
7,979
-125
633
$301K 0.01%
4,876
-648
634
$299K 0.01%
8,602
-1,036
635
$299K 0.01%
13,624
+48
636
$299K 0.01%
4,041
+360
637
$299K 0.01%
2,848
-370
638
$299K 0.01%
2,837
+343
639
$298K 0.01%
5,634
-607
640
$297K 0.01%
11,642
-2,841
641
$295K 0.01%
7,977
-230
642
$295K 0.01%
5,949
-100
643
$292K 0.01%
6,572
-125
644
$291K 0.01%
+6,192
645
$291K 0.01%
5,648
-368
646
$287K 0.01%
15,985
+1,224
647
$287K 0.01%
5,058
648
$284K 0.01%
3,204
+317
649
$284K 0.01%
8,105
-1,945
650
$283K 0.01%
5,464
24 25
26
27 28