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
401
$883K 0.03%
14,839
-2,081
402
$883K 0.03%
10,069
-238
403
$876K 0.03%
62,290
-5,850
404
$874K 0.03%
12,052
+553
405
$869K 0.03%
23,194
-5,661
406
$868K 0.03%
7,826
+310
407
$833K 0.03%
14,326
-466
408
$827K 0.02%
18,720
+2,973
409
$810K 0.02%
6,944
-1,455
410
$810K 0.02%
15,480
+1,772
411
$809K 0.02%
+135,855
412
$802K 0.02%
5,639
-127
413
$784K 0.02%
5,091
+854
414
$767K 0.02%
8,468
-2,677
415
$765K 0.02%
7,848
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416
$765K 0.02%
113,100
-8,900
417
$763K 0.02%
12,286
-85
418
$755K 0.02%
6,986
-8,957
419
$754K 0.02%
+205,970
420
$746K 0.02%
2,958
+283
421
$739K 0.02%
5,902
-12,168
422
$735K 0.02%
22,228
-1,682
423
$722K 0.02%
18,424
-212
424
$717K 0.02%
7,903
+206
425
$717K 0.02%
11,014
-830
15 16
17
18 19