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
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.1M
3
+$5.16M
4
KMI icon
Kinder Morgan
KMI
+$4.79M
5
MUSA icon
Murphy USA
MUSA
+$4.49M

Top Sells

1
+$16.5M
2
+$9.39M
3
+$9.07M
4
MO icon
Altria Group
MO
+$6.81M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.93%
4 Consumer Staples 8.46%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$256K 0.01%
2,864
677
$255K 0.01%
5,244
+35
678
$255K 0.01%
5,371
-90
679
$251K 0.01%
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680
$251K 0.01%
4,313
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681
$250K 0.01%
6,408
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682
$250K 0.01%
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683
$250K 0.01%
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684
$249K 0.01%
4,283
-5,414
685
$248K 0.01%
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686
$248K 0.01%
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-1,228
687
$246K 0.01%
5,273
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688
$246K 0.01%
3,293
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$246K 0.01%
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690
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4,560
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$244K 0.01%
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693
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2,185
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697
$240K 0.01%
5,000
698
$238K 0.01%
3,020
699
$238K 0.01%
+10,859
700
$237K 0.01%
+3,471
26 27
28
29 30