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
726
$221K 0.01%
5,130
+50
727
$220K 0.01%
4,277
+1
728
$218K 0.01%
5,676
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$216K 0.01%
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730
$216K 0.01%
11,867
-373
731
$216K 0.01%
+2,334
732
$215K 0.01%
5,193
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733
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734
$215K 0.01%
3,860
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735
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736
$214K 0.01%
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737
$213K 0.01%
+8,254
738
$213K 0.01%
16,530
739
$213K 0.01%
4,721
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740
$212K 0.01%
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741
$211K 0.01%
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743
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744
$210K 0.01%
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$210K 0.01%
11,360
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746
$210K 0.01%
2,800
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747
$210K 0.01%
5,304
-2,931
748
$209K 0.01%
+1,698
749
$209K 0.01%
+6,993
750
$208K 0.01%
9,546
-660
28 29
30
31 32