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
476
$575K 0.02%
14,600
+505
477
$568K 0.02%
35,057
-1,376
478
$565K 0.02%
19,767
+4,028
479
$564K 0.02%
1,865
-1,453
480
$564K 0.02%
22,838
+478
481
$561K 0.02%
16,034
+4,020
482
$558K 0.02%
13,934
+1,791
483
$557K 0.02%
15,416
-790
484
$551K 0.02%
4,981
-2,665
485
$550K 0.02%
+18,645
486
$548K 0.02%
2,640
-103
487
$546K 0.02%
6,774
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488
$546K 0.02%
21,282
-2,043
489
$544K 0.02%
+21,894
490
$543K 0.02%
29,822
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491
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6,753
-98
492
$539K 0.02%
18,378
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493
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11,276
-1,366
494
$534K 0.02%
27,979
-1,424
495
$533K 0.02%
4,030
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496
$531K 0.02%
20,061
-5,482
497
$526K 0.02%
6,283
+278
498
$524K 0.02%
9,789
+3,376
499
$520K 0.02%
19,932
500
$518K 0.02%
6,785
+229
18 19
20
21 22