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
76
$12.7M 0.38%
262,752
+18,204
77
$12.6M 0.38%
184,980
+2,450
78
$12.4M 0.37%
153,233
+11,457
79
$12.2M 0.37%
217,681
+22,842
80
$12.2M 0.36%
274,573
+24,975
81
$12M 0.36%
413,051
-416,005
82
$12M 0.36%
165,175
+61,320
83
$11.9M 0.36%
557,403
-4,190
84
$11.9M 0.36%
245,220
+17,410
85
$11.9M 0.36%
224,616
-5,762
86
$11.7M 0.35%
674,529
+38,409
87
$11.5M 0.34%
207,842
-20,622
88
$11.4M 0.34%
271,734
+15,037
89
$11.2M 0.33%
369,164
-3,163
90
$11M 0.33%
189,904
+23,288
91
$10.9M 0.33%
237,449
+13,815
92
$10.8M 0.32%
90,961
+7,345
93
$10.5M 0.31%
216,448
+4,879
94
$10.4M 0.31%
419,489
+2,295
95
$10.2M 0.31%
126,730
+6,868
96
$10M 0.3%
130,469
-23,128
97
$9.77M 0.29%
76,321
+1,399
98
$9.63M 0.29%
456,929
+9,120
99
$9.6M 0.29%
129,455
-2,122
100
$9.58M 0.29%
168,447
+2,051
2 3
4
5 6