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
$5.24B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$6.93M
3
+$6.42M
4
SBUX icon
Starbucks
SBUX
+$6.38M
5
TSN icon
Tyson Foods
TSN
+$5.3M

Top Sells

1
+$8.02M
2
+$6.66M
3
+$5.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.86M
5
UNH icon
UnitedHealth
UNH
+$3.95M

Sector Composition

1 Financials 12.26%
2 Technology 11.59%
3 Healthcare 10.24%
4 Industrials 8.13%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$409K 0.01%
4,021
-156
602
$409K 0.01%
3,666
603
$407K 0.01%
7,330
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604
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605
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4,020
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$402K 0.01%
22,878
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607
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15,055
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608
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-25
609
$397K 0.01%
9,528
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610
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611
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614
$390K 0.01%
12,278
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615
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34,597
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620
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621
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6,572
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622
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623
$377K 0.01%
4,565
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624
$376K 0.01%
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625
$375K 0.01%
17,796
-1,200
23 24
25
26 27