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
551
$376K 0.01%
87,170
-33,220
552
$374K 0.01%
2,209
-270
553
$374K 0.01%
11,727
-6,669
554
$373K 0.01%
5,516
-642
555
$371K 0.01%
8,578
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556
$371K 0.01%
7,655
-6,485
557
$369K 0.01%
12,098
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558
$366K 0.01%
2,500
-1,651
559
$361K 0.01%
7,229
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560
$361K 0.01%
3,325
561
$356K 0.01%
11,332
-1,976
562
$356K 0.01%
14,100
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563
$356K 0.01%
14,900
-2,565
564
$356K 0.01%
7,245
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565
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9,396
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569
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11,233
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570
$350K 0.01%
21,872
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571
$349K 0.01%
+7,134
572
$347K 0.01%
8,947
+397
573
$343K 0.01%
4,216
-718
574
$342K 0.01%
4,330
-1,010
575
$342K 0.01%
4,523
-37
21 22
23
24 25