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
126
$6.93M 0.21%
145,029
+3,186
127
$6.9M 0.21%
+47,337
128
$6.75M 0.2%
391,726
-6,321
129
$6.71M 0.2%
58,228
+4,860
130
$6.7M 0.2%
81,890
-3,113
131
$6.68M 0.2%
170,881
+2,089
132
$6.54M 0.2%
81,218
-346
133
$6.43M 0.19%
77,836
+11,504
134
$6.39M 0.19%
110,276
-166,770
135
$6.26M 0.19%
104,508
+4,328
136
$6.12M 0.18%
136,732
+6,246
137
$6.09M 0.18%
30,897
+100
138
$6.06M 0.18%
63,646
+2,216
139
$6.04M 0.18%
50,437
-1,528
140
$5.97M 0.18%
131,515
-2,306
141
$5.83M 0.17%
54,708
+893
142
$5.81M 0.17%
153,840
+10,595
143
$5.79M 0.17%
476,573
+18,614
144
$5.69M 0.17%
170,326
-18,224
145
$5.67M 0.17%
65,166
+812
146
$5.66M 0.17%
56,244
-4,377
147
$5.6M 0.17%
45,173
+7,420
148
$5.57M 0.17%
143,068
-3,629
149
$5.54M 0.17%
73,559
+3,947
150
$5.53M 0.17%
359,612
-19,435
4 5
6
7 8