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
726
$222K 0.01%
2,827
-305
727
$222K 0.01%
1,936
-954
728
$222K 0.01%
+2,027
729
$220K 0.01%
2,058
-418
730
$219K 0.01%
8,852
-1,342
731
$219K 0.01%
+1,183
732
$218K 0.01%
+5,182
733
$216K 0.01%
2,775
-94
734
$216K 0.01%
+14,580
735
$215K 0.01%
5,467
-1,211
736
$215K 0.01%
3,741
-898
737
$215K 0.01%
+3,958
738
$215K 0.01%
16,422
739
$215K 0.01%
7,540
-3,130
740
$213K 0.01%
+4,208
741
$213K 0.01%
+3,181
742
$213K 0.01%
1,741
-57
743
$212K 0.01%
+6,085
744
$211K 0.01%
4,159
-1,661
745
$210K 0.01%
12,327
-2,455
746
$210K 0.01%
+3,028
747
$210K 0.01%
+520
748
$210K 0.01%
+10,313
749
$209K 0.01%
+2,992
750
$209K 0.01%
+1,659
28 29
30
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