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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.6M
3
+$10.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.73M

Top Sells

1
+$5.74M
2
+$5.01M
3
+$5M
4
PM icon
Philip Morris
PM
+$4.78M
5
USB icon
US Bancorp
USB
+$4.47M

Sector Composition

1 Technology 11.18%
2 Financials 11.07%
3 Healthcare 11.06%
4 Consumer Discretionary 7.14%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$325K 0.01%
9,910
-17,915
627
$325K 0.01%
8,992
+4,400
628
$325K 0.01%
2,431
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7,656
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$320K 0.01%
1,906
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631
$319K 0.01%
10,699
-1,060
632
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633
$318K 0.01%
5,801
-9,330
634
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4,675
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635
$315K 0.01%
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636
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7,283
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637
$310K 0.01%
2,590
638
$307K 0.01%
8,985
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639
$305K 0.01%
3,022
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640
$304K 0.01%
1,312
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641
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9,613
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9,147
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646
$296K 0.01%
7,538
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$294K 0.01%
2,687
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648
$294K 0.01%
10,300
+252
649
$292K 0.01%
7,410
+700
650
$290K 0.01%
10,476
+945
24 25
26
27 28