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
426
$724K 0.02%
5,751
+282
427
$721K 0.02%
53,572
-1,148
428
$719K 0.02%
12,920
-254
429
$718K 0.02%
9,872
+878
430
$712K 0.02%
26,619
+2,685
431
$710K 0.02%
4,816
-220
432
$708K 0.02%
36,312
433
$699K 0.02%
7,062
+512
434
$691K 0.02%
6,647
-503
435
$689K 0.02%
17,490
+1,236
436
$688K 0.02%
43,610
+475
437
$687K 0.02%
7,609
-519
438
$687K 0.02%
11,862
-947
439
$684K 0.02%
13,518
-1,984
440
$682K 0.02%
18,465
-6,420
441
$679K 0.02%
10,279
+672
442
$678K 0.02%
17,883
-6,527
443
$675K 0.02%
+22,223
444
$673K 0.02%
13,377
+4,787
445
$673K 0.02%
14,784
+834
446
$671K 0.02%
14,373
-307
447
$669K 0.02%
15,479
-1,002
448
$669K 0.02%
9,227
+927
449
$661K 0.02%
2,630
+65
450
$654K 0.02%
4,280
+10
16 17
18
19 20