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
701
$240K 0.01%
5,000
702
$239K 0.01%
+7,006
703
$239K 0.01%
2,847
-63
704
$237K 0.01%
38,530
-14,190
705
$237K 0.01%
3,490
-62
706
$235K 0.01%
7,322
+48
707
$235K 0.01%
+4,212
708
$234K 0.01%
13,196
-89
709
$234K 0.01%
2,591
+106
710
$234K 0.01%
3,340
-507
711
$234K 0.01%
+8,736
712
$233K 0.01%
6,018
-1,086
713
$231K 0.01%
3,020
-460
714
$231K 0.01%
+22,143
715
$230K 0.01%
5,647
-201
716
$229K 0.01%
3,338
+426
717
$228K 0.01%
5,700
-419
718
$227K 0.01%
+3,331
719
$226K 0.01%
4,638
+413
720
$226K 0.01%
14,660
-7,040
721
$225K 0.01%
+2,874
722
$224K 0.01%
3,157
-652
723
$223K 0.01%
2,477
-122
724
$223K 0.01%
+13,123
725
$222K 0.01%
8,504
-5,370
27 28
29
30 31