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
626
$370K 0.01%
4,128
+153
627
$369K 0.01%
9,508
+168
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$367K 0.01%
14,127
+27
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$367K 0.01%
3,292
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$365K 0.01%
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631
$363K 0.01%
3,637
+1,550
632
$360K 0.01%
+295
633
$358K 0.01%
7,597
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634
$358K 0.01%
13,152
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635
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3,687
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636
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6,513
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637
$348K 0.01%
3,171
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638
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17,752
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639
$339K 0.01%
3,358
-386
640
$337K 0.01%
11,159
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641
$332K 0.01%
2,827
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642
$330K 0.01%
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643
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14,272
+1,081
644
$328K 0.01%
2,792
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645
$327K 0.01%
16,070
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646
$321K 0.01%
2,475
647
$321K 0.01%
3,197
-59
648
$320K 0.01%
2,155
649
$319K 0.01%
2,634
+328
650
$318K 0.01%
11,603
+1,729
24 25
26
27 28