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
$5.04B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.92M
3
+$6.89M
4
MMM icon
3M
MMM
+$6.33M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.86M

Top Sells

1
+$11.9M
2
+$7.98M
3
+$7.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.37M
5
STE icon
Steris
STE
+$5.12M

Sector Composition

1 Financials 12.08%
2 Healthcare 11.42%
3 Technology 10.71%
4 Industrials 8.43%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$62K ﹤0.01%
550
777
$60K ﹤0.01%
1,200
-300
778
$59K ﹤0.01%
700
-9,321
779
$51K ﹤0.01%
600
780
$49K ﹤0.01%
450
-10,017
781
$49K ﹤0.01%
400
782
$48K ﹤0.01%
14,345
783
$45K ﹤0.01%
175
784
$23K ﹤0.01%
600
785
$15K ﹤0.01%
858
-256
786
– –
-5,168
787
– –
-6,880
788
– –
-4,037
789
– –
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790
– –
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791
– –
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792
– –
-7,579
793
– –
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794
– –
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795
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796
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797
– –
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798
– –
-21,078
799
– –
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800
– –
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30 31
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