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
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$158M
3
+$145M
4
MO icon
Altria Group
MO
+$142M
5
SCHW icon
Charles Schwab
SCHW
+$137M

Top Sells

1
+$175M
2
+$119M
3
+$112M
4
TGT icon
Target
TGT
+$112M
5
MRK icon
Merck
MRK
+$110M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-22,798
2527
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-23,879
2528
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-18,526
2529
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-33,726
2530
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-32,439
2531
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-2,761
2532
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-4,514
2533
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-74,400
2534
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-20,063
2535
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-7,086
2536
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-26,605
2537
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-10,153
2538
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-1,898
2539
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-2,225
2540
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-26,860
2541
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-20,628
2542
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-8,617
2543
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-12,369
2544
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-16,950
2545
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-6,617
2546
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-23,466
2547
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-14,600
2548
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-6,241
2549
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-10,000
2550
– –
-2,238
100 101
102
103 104