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
326
$1.4M 0.04%
61,122
+14,668
327
$1.39M 0.04%
33,112
+585
328
$1.38M 0.04%
11,585
-198
329
$1.38M 0.04%
30,788
-2,601
330
$1.38M 0.04%
4,364
-21
331
$1.37M 0.04%
31,132
-4,609
332
$1.37M 0.04%
28,653
+426
333
$1.36M 0.04%
31,295
+2,368
334
$1.35M 0.04%
19,385
+1,473
335
$1.34M 0.04%
12,187
+234
336
$1.34M 0.04%
10,718
-250
337
$1.34M 0.04%
14,521
+1,323
338
$1.33M 0.04%
36,646
-8,086
339
$1.32M 0.04%
54,970
+6,214
340
$1.32M 0.04%
36,985
-2,556
341
$1.3M 0.04%
59,577
-5,526
342
$1.29M 0.04%
97,647
343
$1.29M 0.04%
55,903
-61,191
344
$1.26M 0.04%
+27,658
345
$1.26M 0.04%
75,895
+3,035
346
$1.25M 0.04%
23,814
-260
347
$1.24M 0.04%
10,846
-1,336
348
$1.23M 0.04%
28,635
+271
349
$1.23M 0.04%
18,226
+758
350
$1.21M 0.04%
24,210
12 13
14
15 16