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
451
$638K 0.02%
4,230
-422
452
$638K 0.02%
45,536
-3,959
453
$636K 0.02%
18,772
-1,990
454
$635K 0.02%
12,673
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455
$635K 0.02%
9,309
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456
$634K 0.02%
9,226
+1,062
457
$634K 0.02%
19,583
-1,747
458
$633K 0.02%
28,765
-735
459
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9,855
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460
$631K 0.02%
9,687
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461
$630K 0.02%
36,133
-4,245
462
$627K 0.02%
9,063
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463
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27,340
+3,722
464
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13,633
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465
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467
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468
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469
$613K 0.02%
12,806
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470
$612K 0.02%
+17,312
471
$594K 0.02%
31,032
-759
472
$594K 0.02%
7,186
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473
$593K 0.02%
5,325
-384
474
$591K 0.02%
22,705
-539
475
$590K 0.02%
29,663
+2,578
17 18
19
20 21