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
$5.24B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$6.93M
3
+$6.42M
4
SBUX icon
Starbucks
SBUX
+$6.38M
5
TSN icon
Tyson Foods
TSN
+$5.3M

Top Sells

1
+$8.02M
2
+$6.66M
3
+$5.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.86M
5
UNH icon
UnitedHealth
UNH
+$3.95M

Sector Composition

1 Financials 12.26%
2 Technology 11.59%
3 Healthcare 10.24%
4 Industrials 8.13%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$242K ﹤0.01%
4,666
-4,070
702
$238K ﹤0.01%
5,769
+124
703
$236K ﹤0.01%
6,504
+165
704
$235K ﹤0.01%
6,096
-2,097
705
$234K ﹤0.01%
14,160
-2,415
706
$233K ﹤0.01%
1,508
+91
707
$233K ﹤0.01%
4,060
+145
708
$229K ﹤0.01%
13,944
+1,198
709
$229K ﹤0.01%
11,014
+92
710
$229K ﹤0.01%
7,297
-12,477
711
$227K ﹤0.01%
6,077
-11,950
712
$226K ﹤0.01%
3,372
-461
713
$217K ﹤0.01%
+3,282
714
$216K ﹤0.01%
19,400
+3
715
$212K ﹤0.01%
528
716
$212K ﹤0.01%
+1,007
717
$212K ﹤0.01%
2,213
-456
718
$210K ﹤0.01%
2,461
+25
719
$208K ﹤0.01%
+7,245
720
$208K ﹤0.01%
4,894
721
$206K ﹤0.01%
19,405
+8,308
722
$206K ﹤0.01%
+734
723
$206K ﹤0.01%
1,814
-41
724
$206K ﹤0.01%
+1,840
725
$203K ﹤0.01%
16,036
+226
27 28
29
30 31