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
701
$237K 0.01%
247
+105
702
$236K 0.01%
2,469
-123
703
$236K 0.01%
2,408
+30
704
$236K 0.01%
3,087
-254
705
$234K 0.01%
+4,510
706
$233K 0.01%
+4,881
707
$232K 0.01%
+2,619
708
$232K 0.01%
+2,929
709
$232K 0.01%
15,410
-740
710
$232K 0.01%
2,281
-43
711
$231K 0.01%
+6,964
712
$230K 0.01%
6,613
-1,655
713
$230K 0.01%
+5,645
714
$230K 0.01%
3,713
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715
$229K 0.01%
+2,335
716
$228K 0.01%
8,219
-811
717
$227K 0.01%
5,058
718
$227K 0.01%
8,531
719
$226K 0.01%
+6,650
720
$226K 0.01%
3,567
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721
$225K 0.01%
9,812
-3,268
722
$225K 0.01%
+3,473
723
$223K 0.01%
+3,100
724
$223K 0.01%
9,215
-2,515
725
$222K 0.01%
+12,110
27 28
29
30 31