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
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$1.29B
3
+$1.05B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$816M
5
MSFT icon
Microsoft
MSFT
+$705M

Top Sells

1
+$3.23M
2
+$1.4M
3
+$1.4M
4
CABO icon
Cable One
CABO
+$1.34M
5
NLSN
Nielsen Holdings plc
NLSN
+$994K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.82%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39M 0.08%
340,533
+331,621
252
$38.9M 0.08%
2,615,786
+2,595,938
253
$38.7M 0.08%
+154,843
254
$38.1M 0.08%
2,883,402
+2,866,978
255
$37.9M 0.08%
288,091
+257,844
256
$37.8M 0.08%
466,620
+419,806
257
$37.7M 0.08%
547,425
+273,393
258
$37.4M 0.08%
+312,532
259
$37.3M 0.08%
374,054
+168,236
260
$37.2M 0.08%
18,136
+16,383
261
$37.1M 0.08%
729,080
+229,389
262
$36.9M 0.08%
434,254
+415,299
263
$36.2M 0.07%
264,452
+227,481
264
$36.2M 0.07%
1,500,093
+1,195,197
265
$36.1M 0.07%
281,320
+240,618
266
$36M 0.07%
+561,275
267
$35.8M 0.07%
772,723
+631,260
268
$35.7M 0.07%
194,360
+91,941
269
$35.6M 0.07%
884,355
+727,605
270
$35.4M 0.07%
375,117
+372,843
271
$35.4M 0.07%
+235,286
272
$34.9M 0.07%
236,394
+233,913
273
$34.9M 0.07%
251,128
+221,978
274
$34.9M 0.07%
659,997
+557,159
275
$34.9M 0.07%
858,215
+674,663
9 10
11
12 13