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
551
$411K 0.01%
3,275
+1,194
552
$411K 0.01%
13,630
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555
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5,520
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557
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558
$404K 0.01%
18,076
-6,690
559
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4,427
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562
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27,530
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563
$394K 0.01%
8,886
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564
$393K 0.01%
3,254
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569
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2,797
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$385K 0.01%
4,208
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633
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572
$384K 0.01%
8,613
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573
$383K 0.01%
11,100
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574
$382K 0.01%
6,887
-952
575
$381K 0.01%
15,616
+2,252
21 22
23
24 25