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
51
$16.9M 0.51%
164,727
-882
52
$16.9M 0.51%
219,031
+31,954
53
$16.8M 0.5%
202,914
-7,522
54
$16.5M 0.5%
153,558
-6,403
55
$16.5M 0.49%
617,478
+20,664
56
$15.7M 0.47%
136,114
-36
57
$15.3M 0.46%
121,165
+15,592
58
$15.3M 0.46%
178,798
-7,492
59
$15M 0.45%
291,939
-7,361
60
$14.9M 0.45%
786,976
+36,292
61
$14.5M 0.44%
184,652
-1,862
62
$14.3M 0.43%
114,817
-4,892
63
$14.1M 0.42%
203,972
+9,563
64
$13.9M 0.42%
354,284
+380
65
$13.7M 0.41%
216,658
+5,626
66
$13.6M 0.41%
137,923
+12,339
67
$13.4M 0.4%
321,818
+17,465
68
$13.3M 0.4%
207,152
+37,170
69
$13.3M 0.4%
634,641
+43,245
70
$13.2M 0.4%
163,461
+43,070
71
$13.1M 0.39%
487,090
-19,768
72
$13M 0.39%
109,112
+4,140
73
$12.9M 0.39%
173,295
+2,913
74
$12.9M 0.39%
74,227
-934
75
$12.8M 0.38%
644,686
-29,933
1 2
3
4 5