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
$5.24B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$6.93M
3
+$6.42M
4
SBUX icon
Starbucks
SBUX
+$6.38M
5
TSN icon
Tyson Foods
TSN
+$5.3M

Top Sells

1
+$8.02M
2
+$6.66M
3
+$5.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.86M
5
UNH icon
UnitedHealth
UNH
+$3.95M

Sector Composition

1 Financials 12.26%
2 Technology 11.59%
3 Healthcare 10.24%
4 Industrials 8.13%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.6M 0.03%
17,929
-1,988
402
$1.6M 0.03%
8,485
-354
403
$1.59M 0.03%
12,731
-1,146
404
$1.58M 0.03%
121,603
+12,514
405
$1.57M 0.03%
15,111
+533
406
$1.57M 0.03%
14,844
-2,025
407
$1.56M 0.03%
54,852
-1,227
408
$1.53M 0.03%
38,953
+15,366
409
$1.52M 0.03%
133,952
+15,155
410
$1.5M 0.03%
13,868
-4,207
411
$1.49M 0.03%
37,245
+16,073
412
$1.49M 0.03%
20,600
-1,814
413
$1.48M 0.03%
4,762
-271
414
$1.47M 0.03%
13,666
+5,450
415
$1.46M 0.03%
20,891
-8,322
416
$1.45M 0.03%
37,464
-6,432
417
$1.44M 0.03%
9,832
418
$1.44M 0.03%
13,146
-100
419
$1.43M 0.03%
29,228
+282
420
$1.43M 0.03%
12,688
-591
421
$1.42M 0.03%
6,217
-255
422
$1.41M 0.03%
13,465
+39
423
$1.41M 0.03%
28,763
+1,162
424
$1.4M 0.03%
12,125
-401
425
$1.38M 0.03%
27,321
-3,644
15 16
17
18 19