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
726
$220K 0.01%
4,277
+1
727
$218K 0.01%
5,676
+560
728
$216K 0.01%
2,245
729
$216K 0.01%
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-373
730
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+2,334
731
$215K 0.01%
3,860
-417
732
$215K 0.01%
+4,020
733
$215K 0.01%
5,193
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734
$215K 0.01%
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735
$214K 0.01%
7,392
-138
736
$213K 0.01%
+8,254
737
$213K 0.01%
16,530
738
$213K 0.01%
4,721
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739
$212K 0.01%
+6,964
740
$211K 0.01%
1,264
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741
$211K 0.01%
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744
$210K 0.01%
11,360
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745
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746
$210K 0.01%
5,304
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747
$209K 0.01%
+1,698
748
$209K 0.01%
+6,993
749
$208K 0.01%
9,546
-660
750
$205K 0.01%
+7,345
28 29
30
31 32