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
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.1M
3
+$5.16M
4
KMI icon
Kinder Morgan
KMI
+$4.79M
5
MUSA icon
Murphy USA
MUSA
+$4.49M

Top Sells

1
+$16.5M
2
+$9.39M
3
+$9.07M
4
MO icon
Altria Group
MO
+$6.81M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.93%
4 Consumer Staples 8.46%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$361K 0.01%
26,238
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577
$360K 0.01%
9,310
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579
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581
$355K 0.01%
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582
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6,061
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6,418
-3,298
584
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586
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587
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589
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4,680
-35
590
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591
$347K 0.01%
6,170
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593
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6,501
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595
$341K 0.01%
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596
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24,937
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598
$339K 0.01%
3,237
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599
$338K 0.01%
11,381
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600
$338K 0.01%
7,809
-144
22 23
24
25 26