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
476
$585K 0.02%
55,063
-6,654
477
$585K 0.02%
6,974
-90
478
$576K 0.02%
3,948
-367
479
$573K 0.02%
9,941
-170
480
$572K 0.02%
15,307
-1,245
481
$570K 0.02%
16,306
-1,230
482
$566K 0.02%
3,039
-82
483
$566K 0.02%
22,878
+1,272
484
$562K 0.02%
7,998
-1,358
485
$562K 0.02%
16,431
+281
486
$561K 0.02%
9,106
-173
487
$560K 0.02%
9,049
+1,308
488
$557K 0.02%
3,208
489
$557K 0.02%
8,219
-3,338
490
$544K 0.02%
11,548
+845
491
$536K 0.02%
21,896
-2,316
492
$535K 0.02%
10,536
+975
493
$529K 0.02%
2,551
-102
494
$526K 0.02%
14,009
+7,135
495
$521K 0.02%
3,762
-23
496
$516K 0.02%
8,915
-971
497
$515K 0.02%
+14,355
498
$508K 0.02%
4,377
+131
499
$506K 0.02%
6,585
-204
500
$505K 0.02%
14,865
+2,197
18 19
20
21 22