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
376
$843K 0.03%
26,216
-750
377
$842K 0.03%
17,965
+442
378
$838K 0.03%
+19,007
379
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5,197
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380
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10,702
-252
381
$817K 0.03%
20,319
+6,367
382
$816K 0.03%
10,094
-1,229
383
$804K 0.03%
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384
$795K 0.03%
10,342
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385
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39,871
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386
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15,433
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387
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6,239
-1,732
388
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18,331
-987
389
$768K 0.03%
22,640
+6,190
390
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88,875
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391
$752K 0.03%
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13,641
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393
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14,316
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394
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14,226
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395
$734K 0.03%
24,352
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396
$722K 0.03%
14,366
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397
$721K 0.03%
8,861
-372
398
$716K 0.03%
19,545
+207
399
$715K 0.03%
13,343
+52
400
$711K 0.03%
7,620
-5
14 15
16
17 18