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
$5.77B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.48M
3
+$6.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.45M

Top Sells

1
+$12.5M
2
+$6.31M
3
+$4.56M
4
LOW icon
Lowe's Companies
LOW
+$4.53M
5
PFE icon
Pfizer
PFE
+$3.5M

Sector Composition

1 Technology 11.55%
2 Financials 10.77%
3 Healthcare 9.23%
4 Consumer Discretionary 7.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$760K 0.01%
15,188
-524
502
$753K 0.01%
19,255
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503
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6,045
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504
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505
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11,266
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506
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8,012
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507
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4,355
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508
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34,362
-180
509
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11,486
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511
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512
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40,079
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513
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51,448
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514
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38,521
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515
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516
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17,576
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519
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3,336
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520
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15,000
521
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25,661
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4,405
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523
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7,301
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524
$666K 0.01%
+10,677
525
$662K 0.01%
5,264
+372
19 20
21
22 23