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
501
$504K 0.02%
26,272
+1,318
502
$502K 0.02%
6,412
-342
503
$495K 0.01%
2,890
-186
504
$494K 0.01%
14,850
-4,088
505
$493K 0.01%
64,670
-5,279
506
$492K 0.01%
4,223
-216
507
$491K 0.01%
10,873
-185
508
$491K 0.01%
12,109
-1,403
509
$491K 0.01%
+27,734
510
$490K 0.01%
13,990
-6,845
511
$489K 0.01%
20,172
512
$478K 0.01%
10,872
-1,000
513
$475K 0.01%
11,050
+1,104
514
$474K 0.01%
7,776
-937
515
$474K 0.01%
10,082
-2,339
516
$474K 0.01%
5,868
-502
517
$473K 0.01%
4,659
-1,859
518
$472K 0.01%
9,406
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519
$472K 0.01%
3,950
+11
520
$470K 0.01%
7,065
-11,151
521
$469K 0.01%
8,938
-2,023
522
$459K 0.01%
8,208
-1,574
523
$457K 0.01%
4,944
-737
524
$454K 0.01%
12,540
525
$452K 0.01%
10,025
-1,580
19 20
21
22 23