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
2626
– –
-64,510
2627
– –
-10,513
2628
– –
-38,890
2629
– –
-7,606
2630
– –
-3,632
2631
– –
-27,492
2632
– –
-38,731
2633
– –
-12,489
2634
– –
-14,620
2635
– –
-11,500
2636
– –
-11,975
2637
– –
-17,658
2638
– –
-5,807
2639
– –
-12,948
2640
– –
-11,193
2641
– –
-22,028
2642
– –
-20,500
2643
– –
-7,190
2644
– –
-9,077
2645
– –
-6,334
2646
– –
-11,743
2647
– –
-9,399
2648
– –
-5,770
2649
– –
-7,556
2650
– –
-52,408
103 104 105
106
107