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
$2.82B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.86M
3
+$5.67M
4
QCOM icon
Qualcomm
QCOM
+$5.2M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.43M

Top Sells

1
+$9.89M
2
+$7.48M
3
+$6.33M
4
TEL icon
TE Connectivity
TEL
+$3.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M

Sector Composition

1 Financials 12.88%
2 Healthcare 10.36%
3 Energy 9.96%
4 Technology 9.66%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$926K 0.03%
19,682
+486
352
$924K 0.03%
20,071
-1,259
353
$918K 0.03%
+22,530
354
$918K 0.03%
62,596
-3,821
355
$915K 0.03%
18,114
-2,354
356
$911K 0.03%
3,785
-75
357
$907K 0.03%
3,777
+60
358
$903K 0.03%
12,729
-7,542
359
$899K 0.03%
27,153
+537
360
$898K 0.03%
17,979
-291
361
$890K 0.03%
23,604
-2,676
362
$888K 0.03%
13,188
-1,650
363
$888K 0.03%
13,684
-1,250
364
$885K 0.03%
+11,885
365
$877K 0.03%
28,968
-1,305
366
$874K 0.03%
26,414
+2,530
367
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18,639
-1,192
368
$858K 0.03%
11,681
-725
369
$854K 0.03%
9,261
+120
370
$854K 0.03%
3,755
-586
371
$853K 0.03%
36,858
+7,262
372
$852K 0.03%
11,536
-32,945
373
$852K 0.03%
34,405
-5,230
374
$848K 0.03%
10,916
+690
375
$848K 0.03%
56,153
-2,030
13 14
15
16 17