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
2551
– –
-4,512
2552
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-5,815
2553
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-75,209
2554
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-1,890
2555
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-42,591
2556
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-8,455
2557
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-46,840
2558
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-4,861
2559
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-3,768
2560
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-4,420
2561
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-1,328
2562
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-17,685
2563
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-100,000
2564
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-10,162
2565
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-10,976
2566
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-77,650
2567
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-3,682
2568
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-2,266
2569
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-104,670
2570
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-38,050
2571
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-14,298
2572
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-7,400
2573
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-18,403
2574
– –
-12,396
2575
– –
-31,534
101 102
103
104 105