Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$158M
3
+$145M
4
MO icon
Altria Group
MO
+$142M
5
SCHW icon
Charles Schwab
SCHW
+$137M

Top Sells

1
+$175M
2
+$119M
3
+$112M
4
TGT icon
Target
TGT
+$112M
5
MRK icon
Merck
MRK
+$110M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6.7M 0.01%
82,507
+27,741
727
$6.7M 0.01%
133,949
-12,615
728
$6.69M 0.01%
63,420
+10,033
729
$6.66M 0.01%
586,073
+173,727
730
$6.63M 0.01%
65,015
-5,009
731
$6.62M 0.01%
55,153
+1,334
732
$6.62M 0.01%
605,489
-6,941
733
$6.59M 0.01%
43,975
-3,090
734
$6.59M 0.01%
130,025
-10,327
735
$6.59M 0.01%
257,637
+12,188
736
$6.58M 0.01%
58,320
-17,482
737
$6.55M 0.01%
205,957
+68,548
738
$6.51M 0.01%
80,164
-11,409
739
$6.49M 0.01%
261,639
+24,794
740
$6.47M 0.01%
72,087
-4,651
741
$6.47M 0.01%
72,636
-7,406
742
$6.45M 0.01%
72,137
-4,480
743
$6.44M 0.01%
141,752
-2,880
744
$6.43M 0.01%
217,181
-10,705
745
$6.41M 0.01%
155,119
-335,244
746
$6.4M 0.01%
81,163
-3,377
747
$6.39M 0.01%
28,407
-707
748
$6.38M 0.01%
69,379
+7,033
749
$6.37M 0.01%
87,520
-6,582
750
$6.35M 0.01%
266,930
+42,601
28 29
30
31 32