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
601
$342K 0.01%
5,160
-140
602
$340K 0.01%
9,795
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603
$337K 0.01%
16,662
-7,159
604
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5,259
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$334K 0.01%
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606
$333K 0.01%
12,720
-3,787
607
$327K 0.01%
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608
$326K 0.01%
4,736
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609
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4,179
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610
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11,783
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611
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612
$323K 0.01%
2,559
-7,308
613
$323K 0.01%
9,540
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16,734
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615
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14,331
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620
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3,325
621
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3,239
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$312K 0.01%
+11,850
623
$311K 0.01%
5,885
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624
$310K 0.01%
3,325
625
$308K 0.01%
3,527
+1,107
23 24
25
26 27