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
176
$4.77M 0.14%
78,177
+7,923
177
$4.73M 0.14%
57,430
+1,044
178
$4.72M 0.14%
45,677
+766
179
$4.71M 0.14%
89,569
-5,150
180
$4.69M 0.14%
57,902
+3,276
181
$4.68M 0.14%
74,951
+61,892
182
$4.67M 0.14%
28,162
-2,851
183
$4.59M 0.14%
64,264
+30
184
$4.59M 0.14%
14,354
-8,120
185
$4.54M 0.14%
44,036
+8,671
186
$4.53M 0.14%
51,133
+4,533
187
$4.5M 0.14%
109,609
-4,266
188
$4.48M 0.13%
120,518
-45,240
189
$4.43M 0.13%
66,297
+2,460
190
$4.42M 0.13%
71,037
+2,060
191
$4.33M 0.13%
37,644
-195
192
$4.29M 0.13%
39,239
-1,365
193
$4.26M 0.13%
105,919
-155,112
194
$4.26M 0.13%
285,016
-12,241
195
$4.24M 0.13%
42,532
-43,610
196
$4.21M 0.13%
311,347
+8,541
197
$4.2M 0.13%
194,953
+36,387
198
$4.17M 0.13%
31,426
+6,068
199
$4.15M 0.12%
490,448
+145,823
200
$4.15M 0.12%
57,158
+4,408
6 7
8
9 10