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
201
$4.13M 0.12%
93,266
-36,454
202
$4.07M 0.12%
162,618
-195
203
$4.06M 0.12%
447,376
-1,287
204
$4.05M 0.12%
94,907
+2,158
205
$3.94M 0.12%
114,788
-143,995
206
$3.92M 0.12%
73,771
-1,875
207
$3.91M 0.12%
54,446
-28,641
208
$3.9M 0.12%
80,986
+2,225
209
$3.9M 0.12%
30,591
+2,060
210
$3.87M 0.12%
40,793
+486
211
$3.83M 0.11%
79,061
+8,372
212
$3.74M 0.11%
85,417
-4,440
213
$3.72M 0.11%
92,853
+32,255
214
$3.71M 0.11%
23,072
+1,096
215
$3.67M 0.11%
34,750
+2,302
216
$3.65M 0.11%
93,283
-3,702
217
$3.64M 0.11%
48,068
-3,587
218
$3.64M 0.11%
156,926
219
$3.61M 0.11%
109,196
+5,038
220
$3.57M 0.11%
36,842
+2,148
221
$3.56M 0.11%
38,162
+19,488
222
$3.55M 0.11%
144,618
-21,784
223
$3.48M 0.1%
189,992
-3,515
224
$3.47M 0.1%
56,920
+6,232
225
$3.4M 0.1%
60,232
+4,752
7 8
9
10 11