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
651
$248K 0.01%
+5,476
652
$247K 0.01%
16,946
-3,659
653
$246K 0.01%
+2,979
654
$246K 0.01%
10,640
-80
655
$244K 0.01%
+7,279
656
$243K 0.01%
13,856
+1,488
657
$243K 0.01%
2,998
-721
658
$242K 0.01%
3,629
-184
659
$241K 0.01%
+5,107
660
$240K 0.01%
5,830
-875
661
$237K 0.01%
+3,399
662
$236K 0.01%
6,828
-390
663
$235K 0.01%
11,604
+2,018
664
$235K 0.01%
16,495
665
$234K 0.01%
3,402
-178
666
$233K 0.01%
7,283
-5,088
667
$233K 0.01%
+4,934
668
$232K 0.01%
27,060
-70
669
$232K 0.01%
5,402
-875
670
$232K 0.01%
11,502
-1,292
671
$231K 0.01%
4,640
-280
672
$229K 0.01%
7,080
-126
673
$228K 0.01%
+2,167
674
$228K 0.01%
2,710
-503
675
$227K 0.01%
+4,846
25 26
27
28 29