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
401
$711K 0.03%
10,709
+1,862
402
$705K 0.03%
25,605
-3,046
403
$703K 0.02%
26,989
+11,589
404
$701K 0.02%
+19,150
405
$701K 0.02%
14,364
-1,134
406
$701K 0.02%
25,531
+380
407
$698K 0.02%
16,707
-3,171
408
$696K 0.02%
10,448
-432
409
$690K 0.02%
11,674
-837
410
$688K 0.02%
18,034
+177
411
$688K 0.02%
77,356
+1,715
412
$683K 0.02%
7,784
-207
413
$681K 0.02%
6,900
+111
414
$680K 0.02%
9,230
+2,418
415
$680K 0.02%
5,349
+321
416
$676K 0.02%
7,384
-1,033
417
$674K 0.02%
19,746
-5,444
418
$673K 0.02%
69,592
-4,032
419
$673K 0.02%
15,353
-705
420
$672K 0.02%
12,987
-556
421
$663K 0.02%
13,200
+4,696
422
$661K 0.02%
15,442
-1,680
423
$656K 0.02%
8,832
-160
424
$655K 0.02%
31,337
-3,654
425
$652K 0.02%
9,283
+845
15 16
17
18 19