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
$5.77B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.48M
3
+$6.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.45M

Top Sells

1
+$12.5M
2
+$6.31M
3
+$4.56M
4
LOW icon
Lowe's Companies
LOW
+$4.53M
5
PFE icon
Pfizer
PFE
+$3.5M

Sector Composition

1 Technology 11.55%
2 Financials 10.77%
3 Healthcare 9.23%
4 Consumer Discretionary 7.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$202K ﹤0.01%
14,451
-1,663
752
$202K ﹤0.01%
+4,282
753
$196K ﹤0.01%
12,687
754
$196K ﹤0.01%
16,334
+342
755
$193K ﹤0.01%
16,420
+1,448
756
$192K ﹤0.01%
13,612
+697
757
$186K ﹤0.01%
10,090
758
$178K ﹤0.01%
17,453
+346
759
$176K ﹤0.01%
15,963
+87
760
$175K ﹤0.01%
62
761
$171K ﹤0.01%
20,614
+456
762
$148K ﹤0.01%
10,818
+156
763
$138K ﹤0.01%
14,157
+295
764
$126K ﹤0.01%
11,715
+236
765
$122K ﹤0.01%
10,304
-2,608
766
$122K ﹤0.01%
10,354
767
$120K ﹤0.01%
23,360
-7,505
768
$99K ﹤0.01%
255
769
$86K ﹤0.01%
13,028
+27
770
$61K ﹤0.01%
1,098
771
$61K ﹤0.01%
19,293
-2,878
772
$59K ﹤0.01%
410
+98
773
– –
-13,546
774
– –
-15,320
775
– –
-3
29 30
31
32 33