Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$8.39M
2
+$6.71M
3
+$6.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.22M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.28M

Top Sells

1
+$11.3M
2
+$9.81M
3
+$6.31M
4
RCI icon
Rogers Communications
RCI
+$6.28M
5
SWY
SAFEWAY INC
SWY
+$4.92M

Sector Composition

1 Financials 11.38%
2 Healthcare 10.55%
3 Energy 10.13%
4 Technology 9.88%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.45M 0.07%
10,905
-253
252
$2.44M 0.07%
44,872
+722
253
$2.39M 0.07%
465,449
+10,374
254
$2.38M 0.07%
7,307
-400
255
$2.35M 0.07%
55,089
+2,292
256
$2.27M 0.07%
36,159
+2,247
257
$2.25M 0.07%
36,349
-8,180
258
$2.24M 0.07%
30,615
+3,699
259
$2.24M 0.07%
21,314
+1,101
260
$2.24M 0.07%
24,783
-1,245
261
$2.22M 0.07%
58,395
+46,864
262
$2.2M 0.07%
20,288
-1,258
263
$2.2M 0.07%
28,748
-3,896
264
$2.19M 0.07%
58,994
+1,546
265
$2.19M 0.07%
10,672
-3,439
266
$2.17M 0.07%
18,350
+358
267
$2.15M 0.06%
16,616
+76
268
$2.15M 0.06%
80,408
+31,644
269
$2.14M 0.06%
25,056
-1,972
270
$2.14M 0.06%
33,322
+15
271
$2.13M 0.06%
105,500
-38,500
272
$2.12M 0.06%
11,810
-1,022
273
$2.02M 0.06%
42,868
+5,501
274
$2.01M 0.06%
74,654
-12,412
275
$1.99M 0.06%
8,657
-1,860
9 10
11
12 13