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
151
$5.45M 0.16%
53,506
-30
152
$5.36M 0.16%
232,148
+9,482
153
$5.35M 0.16%
63,433
+10
154
$5.3M 0.16%
130,715
+3,177
155
$5.29M 0.16%
68,480
+7,649
156
$5.26M 0.16%
72,303
+3,118
157
$5.25M 0.16%
90,156
-27,349
158
$5.22M 0.16%
86,922
+27,907
159
$5.2M 0.16%
43,909
+5,521
160
$5.13M 0.15%
863,239
-10,788
161
$5.08M 0.15%
32,945
-336
162
$5.08M 0.15%
19,510
-209
163
$5.08M 0.15%
70,999
+7,983
164
$5.06M 0.15%
162,452
-28,782
165
$5.04M 0.15%
69,100
+8,922
166
$4.94M 0.15%
463,258
167
$4.92M 0.15%
95,204
+11,163
168
$4.92M 0.15%
153,576
+12,775
169
$4.88M 0.15%
107,958
-5,017
170
$4.87M 0.15%
91,592
-613
171
$4.87M 0.15%
97,754
+2,666
172
$4.83M 0.14%
159,912
+5,644
173
$4.8M 0.14%
73,820
+177
174
$4.79M 0.14%
58,196
-8,277
175
$4.78M 0.14%
43,979
-2,440
5 6
7
8 9