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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.6M
3
+$10.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.73M

Top Sells

1
+$5.74M
2
+$5.01M
3
+$5M
4
PM icon
Philip Morris
PM
+$4.78M
5
USB icon
US Bancorp
USB
+$4.47M

Sector Composition

1 Technology 11.18%
2 Financials 11.07%
3 Healthcare 11.06%
4 Consumer Discretionary 7.14%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$598K 0.01%
7,668
+781
527
$598K 0.01%
5,571
-1,048
528
$596K 0.01%
9,625
-1,358
529
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5,790
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530
$592K 0.01%
5,100
531
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6,259
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532
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2,037
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533
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534
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26,805
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535
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536
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5,859
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537
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7,972
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538
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23,361
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539
$555K 0.01%
20,613
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540
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6,970
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545
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3,825
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546
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25,676
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547
$518K 0.01%
8,678
-4,648
548
$518K 0.01%
39,652
-1,348
549
$515K 0.01%
7,749
-8,097
550
$513K 0.01%
6,494
-2,961
20 21
22
23 24