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
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$1.29B
3
+$1.05B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$816M
5
MSFT icon
Microsoft
MSFT
+$705M

Top Sells

1
+$3.23M
2
+$1.4M
3
+$1.4M
4
CABO icon
Cable One
CABO
+$1.34M
5
NLSN
Nielsen Holdings plc
NLSN
+$994K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.82%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5.86M 0.01%
51,599
+13,012
702
$5.85M 0.01%
393,698
+305,244
703
$5.83M 0.01%
38,151
+13,448
704
$5.81M 0.01%
+74,658
705
$5.8M 0.01%
+45,328
706
$5.78M 0.01%
102,410
+96,455
707
$5.77M 0.01%
+123,750
708
$5.77M 0.01%
135,574
+113,907
709
$5.71M 0.01%
+95,420
710
$5.7M 0.01%
15,564
+14,141
711
$5.68M 0.01%
+82,305
712
$5.65M 0.01%
+134,058
713
$5.64M 0.01%
+36,621
714
$5.63M 0.01%
+176,673
715
$5.62M 0.01%
+87,676
716
$5.56M 0.01%
+26,199
717
$5.56M 0.01%
18,537
+17,247
718
$5.55M 0.01%
+98,928
719
$5.55M 0.01%
93,532
+79,905
720
$5.54M 0.01%
79,821
-4,240
721
$5.53M 0.01%
+24,235
722
$5.48M 0.01%
77,918
+47,070
723
$5.48M 0.01%
83,819
+80,344
724
$5.46M 0.01%
+106,272
725
$5.42M 0.01%
25,467
+21,536
27 28
29
30 31