Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
2601
– –
-185,500
2602
– –
-1,543
2603
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-22,798
2604
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-23,879
2605
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2606
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-17,765
2607
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-21,312
2608
– –
-9,088
2609
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-8,819
2610
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-4,454
2611
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-3,937
2612
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-11,123
2613
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-4,762
2614
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-40,693
2615
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-33,726
2616
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-32,439
2617
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-15,416
2618
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-7,678
2619
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-4,098
2620
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-11,258
2621
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-7,392
2622
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-23,097
2623
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-15,213
2624
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-9,189
2625
– –
-5,815
103 104
105
106 107