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
551
$508K 0.01%
5,510
-60
552
$504K 0.01%
5,271
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555
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557
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3,091
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559
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561
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30,400
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563
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564
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572
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10,392
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573
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12,504
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574
$421K 0.01%
34,523
-1,241
575
$420K 0.01%
8,526
+352
21 22
23
24 25