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
576
$378K 0.01%
6,704
-448
577
$377K 0.01%
15,917
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6,431
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$368K 0.01%
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581
$368K 0.01%
2,543
-276
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583
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3,325
584
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4,355
-25
585
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3,047
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586
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14,594
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587
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5,128
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589
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22,417
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$349K 0.01%
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2,424
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598
$346K 0.01%
4,735
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599
$346K 0.01%
57,607
600
$343K 0.01%
9,860
+530
22 23
24
25 26