Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$125M 3.74%
3,162,701
+42,186
2
$79.4M 2.38%
1,161,755
+40,210
3
$69.6M 2.09%
765,860
+25,911
4
$57.7M 1.73%
573,082
+19,954
5
$49.1M 1.47%
250,748
+14,892
6
$48.5M 1.46%
2,089,668
-24,108
7
$44.4M 1.33%
561,204
+10,737
8
$39M 1.17%
298,763
+7,914
9
$35.4M 1.06%
396,647
-5,416
10
$35.2M 1.06%
417,788
+4,274
11
$32.8M 0.98%
560,482
+25,001
12
$32.6M 0.98%
782,087
-37,360
13
$32.4M 0.97%
399,525
-14,290
14
$31.2M 0.94%
1,108,764
+12,296
15
$30.2M 0.91%
699,454
-13,954
16
$29.9M 0.9%
253,428
+6,017
17
$29.5M 0.88%
696,145
+17,654
18
$29.4M 0.88%
601,439
+173,080
19
$28.8M 0.86%
385,034
+86,459
20
$28.5M 0.86%
671,641
-29,246
21
$27.7M 0.83%
274,643
-4,768
22
$27M 0.81%
258,152
-1,691
23
$26.7M 0.8%
283,790
-4,877
24
$26.2M 0.79%
467,924
+23,060
25
$25.6M 0.77%
565,336
-13,040
1
2 3 4 5