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
526
$414K 0.01%
6,578
-441
527
$413K 0.01%
4,900
+119
528
$412K 0.01%
9,579
-4,437
529
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3,566
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530
$410K 0.01%
13,944
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531
$408K 0.01%
10,951
+3,090
532
$407K 0.01%
12,012
-2,602
533
$404K 0.01%
6,406
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534
$403K 0.01%
38,100
-23,820
535
$402K 0.01%
13,930
-1,090
536
$399K 0.01%
62,311
+3,305
537
$399K 0.01%
12,090
-383
538
$398K 0.01%
8,503
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539
$397K 0.01%
+20,172
540
$396K 0.01%
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541
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17,113
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542
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22,180
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543
$391K 0.01%
9,750
544
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10,202
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545
$386K 0.01%
8,562
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546
$384K 0.01%
7,675
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547
$383K 0.01%
20,759
-2,349
548
$382K 0.01%
+9,938
549
$378K 0.01%
10,146
-1,240
550
$377K 0.01%
6,681
-100
20 21
22
23 24