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
$3.7B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$16.9M
3
+$14M
4
USB icon
US Bancorp
USB
+$8.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.43M

Top Sells

1
+$4.99M
2
+$3.8M
3
+$3.8M
4
CNC icon
Centene
CNC
+$3.25M
5
BND icon
Vanguard Total Bond Market
BND
+$3.12M

Sector Composition

1 Financials 12%
2 Healthcare 10.79%
3 Technology 9.86%
4 Consumer Staples 8.66%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$910K 0.02%
17,965
-184
402
$908K 0.02%
2,724
+75
403
$907K 0.02%
13,881
-298
404
$902K 0.02%
19,452
-3,272
405
$902K 0.02%
7,652
+908
406
$885K 0.02%
7,139
+4,206
407
$877K 0.02%
7,136
+100
408
$862K 0.02%
4,309
+159
409
$861K 0.02%
10,122
-574
410
$860K 0.02%
9,481
+1,869
411
$859K 0.02%
10,596
+905
412
$855K 0.02%
9,546
+57
413
$854K 0.02%
6,850
+640
414
$852K 0.02%
25,158
-1,672
415
$851K 0.02%
8,883
+1,583
416
$846K 0.02%
13,079
-546
417
$842K 0.02%
26,749
-1,316
418
$839K 0.02%
19,096
-860
419
$834K 0.02%
4,820
-2,119
420
$819K 0.02%
21,546
+738
421
$811K 0.02%
9,136
-3,391
422
$810K 0.02%
14,559
+3,720
423
$807K 0.02%
12,045
+529
424
$807K 0.02%
24,420
-4,060
425
$807K 0.02%
12,497
-3,336
15 16
17
18 19