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
701
$205K 0.01%
+3,499
702
$204K 0.01%
+5,275
703
$202K 0.01%
+14,660
704
$201K 0.01%
+9,795
705
$200K 0.01%
4,797
-648
706
$195K 0.01%
11,949
707
$194K 0.01%
+20,210
708
$193K 0.01%
+10,493
709
$190K 0.01%
12,150
-2,210
710
$189K 0.01%
1,204
+103
711
$184K 0.01%
9,413
-1,447
712
$179K 0.01%
12,189
-3,516
713
$174K 0.01%
11,386
-1,143
714
$171K 0.01%
54,643
-5,550
715
$161K 0.01%
+11,130
716
$158K 0.01%
19,093
-180
717
$158K 0.01%
2,521
-57
718
$156K 0.01%
12,500
-151
719
$139K ﹤0.01%
10,618
-2,060
720
$131K ﹤0.01%
10,900
721
$121K ﹤0.01%
+21,000
722
$95K ﹤0.01%
12,500
-3,310
723
$93K ﹤0.01%
1,485
-3,337
724
$92K ﹤0.01%
+10,496
725
$71K ﹤0.01%
10,652
+92
27 28
29
30 31