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
751
$205K 0.01%
+7,345
752
$205K 0.01%
2,938
-1,225
753
$205K 0.01%
+3,504
754
$205K 0.01%
+1,697
755
$204K 0.01%
520
756
$202K 0.01%
1,201
+24
757
$202K 0.01%
+1,377
758
$201K 0.01%
16,555
-3,020
759
$201K 0.01%
4,340
-780
760
$200K 0.01%
15,000
761
$175K 0.01%
4,904
-746
762
$171K 0.01%
11,949
763
$171K 0.01%
22,845
-13,150
764
$160K ﹤0.01%
+42,970
765
$156K ﹤0.01%
16,370
-3,000
766
$146K ﹤0.01%
17,833
+720
767
$133K ﹤0.01%
14,480
-1,800
768
$127K ﹤0.01%
11,685
-385
769
$124K ﹤0.01%
20,000
770
$121K ﹤0.01%
34,933
-15,280
771
$109K ﹤0.01%
1,088
-11
772
$100K ﹤0.01%
10,900
-400
773
$94K ﹤0.01%
11,605
774
$86K ﹤0.01%
10,000
775
$75K ﹤0.01%
+394
29 30
31
32 33