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
676
$227K 0.01%
2,956
-877
677
$225K 0.01%
+8,258
678
$225K 0.01%
899
-82
679
$222K 0.01%
6,993
680
$221K 0.01%
+18,248
681
$219K 0.01%
+7,981
682
$218K 0.01%
6,125
-1,845
683
$217K 0.01%
11,980
-6,077
684
$217K 0.01%
6,575
-425
685
$216K 0.01%
+4,626
686
$216K 0.01%
6,330
+410
687
$215K 0.01%
+2,451
688
$215K 0.01%
5,009
-2,129
689
$215K 0.01%
+3,562
690
$214K 0.01%
4,847
-4,268
691
$214K 0.01%
+10,480
692
$210K 0.01%
2,984
-185
693
$210K 0.01%
+2,864
694
$210K 0.01%
5,000
695
$209K 0.01%
21,978
-2,803
696
$209K 0.01%
+4,925
697
$209K 0.01%
40,000
698
$208K 0.01%
+6,730
699
$207K 0.01%
+5,750
700
$207K 0.01%
13,510
+695
26 27
28
29 30