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
101
$9.51M 0.29%
361,022
+46,065
102
$9.32M 0.28%
177,327
+14,024
103
$9.18M 0.28%
565,460
-55,960
104
$9.18M 0.28%
5,066
+733
105
$8.97M 0.27%
126,276
-6,774
106
$8.88M 0.27%
7,381
+605
107
$8.78M 0.26%
121,653
-1,916
108
$8.54M 0.26%
127,479
+2,176
109
$8.49M 0.25%
72,673
-2,289
110
$8.42M 0.25%
146,124
+1,258
111
$8.33M 0.25%
221,443
-8,526
112
$8.32M 0.25%
69,783
-623
113
$8.27M 0.25%
172,221
+5,650
114
$8.25M 0.25%
156,584
+71,220
115
$8.01M 0.24%
304,472
+8,316
116
$7.86M 0.24%
224,944
+61,164
117
$7.81M 0.23%
71,673
+1,225
118
$7.78M 0.23%
201,026
+4,378
119
$7.54M 0.23%
174,757
+16,265
120
$7.46M 0.22%
123,568
+2,732
121
$7.45M 0.22%
140,770
-4,899
122
$7.31M 0.22%
56,130
+2,881
123
$7.21M 0.22%
108,674
-7,928
124
$7.06M 0.21%
83,001
-4,350
125
$6.97M 0.21%
142,455
+13,489
3 4
5
6 7