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
626
$280K 0.01%
3,045
-2,255
627
$279K 0.01%
3,615
628
$278K 0.01%
2,171
-38
629
$277K 0.01%
2,498
+397
630
$275K 0.01%
7,292
-1,584
631
$274K 0.01%
3,755
+12
632
$273K 0.01%
28,088
-2,495
633
$265K 0.01%
6,486
634
$265K 0.01%
6,954
-1,707
635
$263K 0.01%
2,892
+153
636
$263K 0.01%
+4,324
637
$263K 0.01%
30,664
-3,977
638
$262K 0.01%
8,073
+380
639
$261K 0.01%
52,630
-5,660
640
$257K 0.01%
6,685
-480
641
$255K 0.01%
4,016
-450
642
$254K 0.01%
3,482
-22
643
$253K 0.01%
9,176
-845
644
$251K 0.01%
20,695
-885
645
$249K 0.01%
12,775
-1,530
646
$249K 0.01%
4,350
647
$249K 0.01%
+6,249
648
$249K 0.01%
+4,428
649
$248K 0.01%
+2,452
650
$248K 0.01%
949
+129
24 25
26
27 28