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
676
$262K 0.01%
+7,950
677
$262K 0.01%
+2,835
678
$261K 0.01%
4,785
679
$261K 0.01%
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680
$260K 0.01%
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681
$258K 0.01%
17,692
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682
$258K 0.01%
5,786
683
$256K 0.01%
11,239
-1,297
684
$253K 0.01%
8,433
-717
685
$253K 0.01%
+2,225
686
$252K 0.01%
7,280
-2,190
687
$251K 0.01%
14,115
-190
688
$251K 0.01%
7,355
-1,094
689
$249K 0.01%
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-195
690
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2,864
691
$248K 0.01%
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$247K 0.01%
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695
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2,359
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6,899
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6,422
-176
698
$243K 0.01%
6,909
-915
699
$241K 0.01%
5,241
-1,111
700
$240K 0.01%
5,000
26 27
28
29 30