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
426
$652K 0.02%
4,773
-470
427
$652K 0.02%
26,049
-24,559
428
$651K 0.02%
13,164
-1,230
429
$649K 0.02%
4,889
-565
430
$647K 0.02%
17,057
-2,150
431
$642K 0.02%
11,635
+600
432
$635K 0.02%
38,094
-44,067
433
$633K 0.02%
7,323
-732
434
$633K 0.02%
21,082
-2,370
435
$632K 0.02%
16,378
+876
436
$630K 0.02%
+38,322
437
$629K 0.02%
110,000
438
$628K 0.02%
14,556
-2,934
439
$627K 0.02%
8,630
-4,250
440
$624K 0.02%
15,456
-1,075
441
$620K 0.02%
20,664
-356
442
$615K 0.02%
18,630
-17,935
443
$614K 0.02%
13,880
-1,670
444
$608K 0.02%
28,741
-5,391
445
$597K 0.02%
5,585
+147
446
$593K 0.02%
11,805
-2,355
447
$590K 0.02%
9,211
-32
448
$588K 0.02%
42,795
-15,243
449
$586K 0.02%
10,636
+681
450
$584K 0.02%
8,145
-282
16 17
18
19 20