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
501
$464K 0.02%
11,592
-2,810
502
$460K 0.02%
18,852
-64,796
503
$459K 0.02%
3,870
+647
504
$456K 0.02%
16,597
-760
505
$455K 0.02%
11,683
-835
506
$455K 0.02%
6,790
+90
507
$455K 0.02%
10,109
+1,969
508
$452K 0.02%
9,284
+510
509
$452K 0.02%
8,850
-174
510
$448K 0.02%
6,660
+250
511
$447K 0.02%
5,473
+74
512
$442K 0.02%
4,460
+440
513
$441K 0.02%
8,226
-1,919
514
$440K 0.02%
9,394
-820
515
$435K 0.02%
10,024
+23
516
$434K 0.02%
11,123
+441
517
$432K 0.02%
4,610
-797
518
$432K 0.02%
19,844
+2,820
519
$427K 0.02%
11,482
+1,311
520
$427K 0.02%
6,591
+432
521
$427K 0.02%
21,720
-3,599
522
$422K 0.02%
2,672
-53
523
$418K 0.01%
7,546
+432
524
$417K 0.01%
25,990
+14,800
525
$416K 0.01%
5,490
+181
19 20
21
22 23