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
601
$306K 0.01%
32,979
+1,964
602
$306K 0.01%
+9,122
603
$305K 0.01%
3,914
-458
604
$303K 0.01%
7,678
-1,435
605
$300K 0.01%
10,334
-2,378
606
$300K 0.01%
5,642
+1,262
607
$298K 0.01%
3,923
-1,704
608
$298K 0.01%
2,736
+212
609
$297K 0.01%
9,148
+180
610
$295K 0.01%
4,197
-3,668
611
$295K 0.01%
2,123
-62
612
$294K 0.01%
7,886
-4,644
613
$294K 0.01%
+13,978
614
$293K 0.01%
+7,719
615
$292K 0.01%
9,580
-50
616
$291K 0.01%
7,688
+405
617
$290K 0.01%
8,065
-4,195
618
$290K 0.01%
10,422
-1,043
619
$289K 0.01%
15,660
-3,430
620
$288K 0.01%
15,733
-1
621
$286K 0.01%
4,921
-142
622
$285K 0.01%
+1,985
623
$284K 0.01%
4,317
-1,224
624
$283K 0.01%
6,910
+225
625
$282K 0.01%
4,069
-1,935
23 24
25
26 27