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
376
$1.01M 0.03%
16,035
-2,253
377
$1M 0.03%
7,872
+103
378
$1M 0.03%
19,056
-1,273
379
$998K 0.03%
26,253
-324
380
$995K 0.03%
10,985
-613
381
$992K 0.03%
41,652
-26,119
382
$990K 0.03%
11,233
-3,681
383
$980K 0.03%
42,844
-2,252
384
$973K 0.03%
28,447
+2,112
385
$971K 0.03%
134,710
+9,430
386
$965K 0.03%
45,188
+6,563
387
$964K 0.03%
25,730
-2,029
388
$961K 0.03%
22,325
+4,321
389
$945K 0.03%
59,605
+623
390
$934K 0.03%
18,764
-761
391
$924K 0.03%
20,202
-2,368
392
$921K 0.03%
12,080
-1,970
393
$913K 0.03%
5,400
-736
394
$909K 0.03%
12,939
+3,506
395
$906K 0.03%
4,062
+101
396
$900K 0.03%
+31,725
397
$896K 0.03%
11,914
+1,354
398
$894K 0.03%
18,972
+1,249
399
$887K 0.03%
27,394
-246
400
$884K 0.03%
88,035
+4,725
14 15
16
17 18