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
426
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11,977
-3,313
427
$709K 0.02%
14,201
-4,424
428
$706K 0.02%
4,123
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429
$704K 0.02%
27,069
+7,149
430
$703K 0.02%
9,137
-1,274
431
$701K 0.02%
5,933
-638
432
$696K 0.02%
13,302
-284
433
$688K 0.02%
+15,257
434
$687K 0.02%
18,589
-451
435
$687K 0.02%
14,914
-1,488
436
$679K 0.02%
6,553
+1,074
437
$677K 0.02%
11,392
-348
438
$676K 0.02%
9,309
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439
$674K 0.02%
56,922
-74,994
440
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28,825
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443
$655K 0.02%
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444
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24,464
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445
$648K 0.02%
8,959
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446
$646K 0.02%
13,961
+140
447
$643K 0.02%
15,650
-1,337
448
$642K 0.02%
10,222
-2,401
449
$641K 0.02%
24,600
+5,632
450
$639K 0.02%
20,765
+7,438
16 17
18
19 20