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
$3.85B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.2M
3
+$15.8M
4
T icon
AT&T
T
+$14.4M
5
GE icon
GE Aerospace
GE
+$14.3M

Top Sells

1
+$11.2M
2
+$9.48M
3
+$9.31M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.89M
5
DTV
DIRECTV COM STK (DE)
DTV
+$7.19M

Sector Composition

1 Financials 12.5%
2 Technology 10.62%
3 Healthcare 10.42%
4 Consumer Staples 9.53%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$210K 0.01%
5,408
-1,682
752
$207K 0.01%
5,077
-474
753
$205K 0.01%
6,504
+588
754
$205K 0.01%
5,520
755
$204K 0.01%
2,864
+20
756
$204K 0.01%
6,964
757
$204K 0.01%
+5,210
758
$204K 0.01%
6,286
+148
759
$203K 0.01%
15,000
760
$202K 0.01%
3,826
-393
761
$202K 0.01%
2,820
-83
762
$202K 0.01%
+16,148
763
$202K 0.01%
7,795
764
$200K 0.01%
20,357
765
$196K 0.01%
20,867
+5,494
766
$196K 0.01%
12,945
-10,980
767
$196K 0.01%
17,446
-3,672
768
$188K ﹤0.01%
30,717
-8,204
769
$187K ﹤0.01%
15,180
-414
770
$171K ﹤0.01%
11,448
-1,628
771
$164K ﹤0.01%
110,000
772
$163K ﹤0.01%
11,750
-450
773
$162K ﹤0.01%
10,546
-425
774
$152K ﹤0.01%
+11,958
775
$146K ﹤0.01%
21,665
29 30
31
32 33