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
751
$205K 0.01%
2,938
-1,225
752
$205K 0.01%
+3,504
753
$205K 0.01%
+1,697
754
$204K 0.01%
520
755
$202K 0.01%
1,201
+24
756
$202K 0.01%
+1,377
757
$201K 0.01%
16,555
-3,020
758
$201K 0.01%
4,340
-780
759
$200K 0.01%
15,000
760
$175K 0.01%
4,904
-746
761
$171K 0.01%
11,949
762
$171K 0.01%
22,845
-13,150
763
$160K ﹤0.01%
+42,970
764
$156K ﹤0.01%
16,370
-3,000
765
$146K ﹤0.01%
17,833
+720
766
$133K ﹤0.01%
14,480
-1,800
767
$127K ﹤0.01%
11,685
-385
768
$124K ﹤0.01%
20,000
769
$121K ﹤0.01%
34,933
-15,280
770
$109K ﹤0.01%
1,088
-11
771
$100K ﹤0.01%
10,900
-400
772
$94K ﹤0.01%
11,605
773
$86K ﹤0.01%
10,000
774
$75K ﹤0.01%
+394
775
$60K ﹤0.01%
1,200
29 30
31
32 33