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
451
$581K 0.02%
42,668
-16,214
452
$574K 0.02%
23,259
-177
453
$573K 0.02%
31,761
-1,473
454
$573K 0.02%
+55,240
455
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19,870
-240
456
$567K 0.02%
10,069
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457
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6,829
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6,850
-21
459
$556K 0.02%
34,312
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460
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10,062
-548
461
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5,199
-3,593
462
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9,871
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463
$552K 0.02%
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464
$551K 0.02%
64,695
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465
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25,220
-2,700
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468
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18,840
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106,700
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8,150
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471
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16,575
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472
$534K 0.02%
39,750
-3,650
473
$533K 0.02%
20,370
-820
474
$514K 0.02%
8,885
-2,172
475
$514K 0.02%
7,591
-1,218
17 18
19
20 21