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
426
$806K 0.02%
10,199
+2,024
427
$803K 0.02%
9,211
-1,355
428
$803K 0.02%
22,738
+7,498
429
$802K 0.02%
37,956
+1,256
430
$800K 0.02%
44,495
+1,015
431
$791K 0.02%
+20,191
432
$785K 0.02%
5,741
+1,666
433
$777K 0.02%
9,864
+5,483
434
$769K 0.02%
21,297
-661
435
$762K 0.02%
22,388
+11,594
436
$761K 0.02%
20,692
+3,672
437
$760K 0.02%
44,660
+6,740
438
$760K 0.02%
21,618
+4,867
439
$759K 0.02%
33,978
+1,659
440
$754K 0.02%
11,469
-332
441
$751K 0.02%
14,524
-12,664
442
$746K 0.02%
28,664
+2,166
443
$744K 0.02%
17,220
-1,169
444
$743K 0.02%
23,544
-56,339
445
$741K 0.02%
3,550
+2,213
446
$741K 0.02%
44,585
-241
447
$741K 0.02%
8,939
-61
448
$738K 0.02%
12,744
+2,056
449
$737K 0.02%
11,894
+3,107
450
$735K 0.02%
17,896
-234
16 17
18
19 20