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
$4.76B
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.2M
3
+$20.9M
4
MRSH
Marsh
MRSH
+$20.4M
5
UNH icon
UnitedHealth
UNH
+$20.3M

Top Sells

1
+$13.4M
2
+$11.3M
3
+$7.7M
4
GE icon
GE Aerospace
GE
+$4.95M
5
PAYX icon
Paychex
PAYX
+$4.61M

Sector Composition

1 Financials 11.89%
2 Healthcare 11.87%
3 Technology 10.81%
4 Consumer Staples 10.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$245K 0.01%
6,115
-8,691
752
$244K 0.01%
21,369
-9,510
753
$242K 0.01%
43,590
-2,118
754
$241K 0.01%
9,649
-342
755
$241K 0.01%
8,408
-1,497
756
$241K 0.01%
+4,187
757
$241K 0.01%
+8,815
758
$235K ﹤0.01%
+5,000
759
$232K ﹤0.01%
3,791
-945
760
$232K ﹤0.01%
+6,368
761
$231K ﹤0.01%
25,207
+643
762
$231K ﹤0.01%
3,183
-627
763
$230K ﹤0.01%
1,998
-148
764
$230K ﹤0.01%
+10,000
765
$229K ﹤0.01%
2,245
-1,061
766
$227K ﹤0.01%
36,915
-22,505
767
$225K ﹤0.01%
21,028
-6,068
768
$224K ﹤0.01%
2,882
-1,175
769
$224K ﹤0.01%
7,158
-6,091
770
$223K ﹤0.01%
5,066
-1,046
771
$223K ﹤0.01%
15,000
772
$223K ﹤0.01%
+10,365
773
$222K ﹤0.01%
4,636
-279
774
$222K ﹤0.01%
10,868
-1,083
775
$222K ﹤0.01%
870
-40
29 30
31
32 33