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
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.1M
3
+$5.16M
4
KMI icon
Kinder Morgan
KMI
+$4.79M
5
MUSA icon
Murphy USA
MUSA
+$4.49M

Top Sells

1
+$16.5M
2
+$9.39M
3
+$9.07M
4
MO icon
Altria Group
MO
+$6.81M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.93%
4 Consumer Staples 8.46%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.01M 0.03%
16,291
-2,154
377
$1.01M 0.03%
25,541
-90
378
$999K 0.03%
21,196
-868
379
$998K 0.03%
19,607
+239
380
$998K 0.03%
56,964
381
$997K 0.03%
7,241
+833
382
$994K 0.03%
11,235
+847
383
$975K 0.03%
64,690
+15,412
384
$972K 0.03%
28,322
-366
385
$966K 0.03%
4,543
-431
386
$962K 0.03%
21,982
-10,078
387
$956K 0.03%
10,606
+767
388
$955K 0.03%
27,037
-3,143
389
$954K 0.03%
38,031
+1,601
390
$942K 0.03%
36,645
+16,750
391
$942K 0.03%
18,568
+680
392
$931K 0.03%
10,939
+595
393
$921K 0.03%
14,818
+1,136
394
$918K 0.03%
22,625
+1,397
395
$918K 0.03%
15,205
-2,883
396
$908K 0.03%
28,462
-2,614
397
$907K 0.03%
28,258
+3,654
398
$904K 0.03%
24,398
-9,399
399
$902K 0.03%
11,154
+448
400
$891K 0.03%
3,700
+768
14 15
16
17 18