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
351
$1.2M 0.04%
18,067
+1,880
352
$1.18M 0.04%
13,414
-916
353
$1.18M 0.04%
35,527
-3,018
354
$1.16M 0.03%
29,894
+268
355
$1.14M 0.03%
20,826
-1,665
356
$1.14M 0.03%
9,652
+91
357
$1.14M 0.03%
54,221
358
$1.13M 0.03%
19,951
+1,380
359
$1.13M 0.03%
28,918
+2,640
360
$1.12M 0.03%
50,660
-17,278
361
$1.12M 0.03%
4,421
+269
362
$1.12M 0.03%
13,008
-1,536
363
$1.11M 0.03%
16,415
-1,090
364
$1.1M 0.03%
9,982
-253
365
$1.09M 0.03%
34,356
-2,280
366
$1.09M 0.03%
19,590
+1,636
367
$1.09M 0.03%
11,850
-972
368
$1.05M 0.03%
18,164
-143
369
$1.05M 0.03%
19,400
+458
370
$1.05M 0.03%
3,063
+275
371
$1.04M 0.03%
33,207
-3,298
372
$1.04M 0.03%
19,296
-452
373
$1.03M 0.03%
12,733
+2,412
374
$1.03M 0.03%
28,210
-1,373
375
$1.03M 0.03%
27,059
+145
13 14
15
16 17