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
$3.7B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$16.9M
3
+$14M
4
USB icon
US Bancorp
USB
+$8.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.43M

Top Sells

1
+$4.99M
2
+$3.8M
3
+$3.8M
4
CNC icon
Centene
CNC
+$3.25M
5
BND icon
Vanguard Total Bond Market
BND
+$3.12M

Sector Composition

1 Financials 12%
2 Healthcare 10.79%
3 Technology 9.86%
4 Consumer Staples 8.66%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$112K ﹤0.01%
2,526
-2,730
777
$109K ﹤0.01%
2,961
+127
778
$108K ﹤0.01%
5,807
-4,235
779
$93K ﹤0.01%
+3,144
780
$90K ﹤0.01%
10,512
-22
781
$83K ﹤0.01%
10,093
-2,000
782
$83K ﹤0.01%
1,375
-973
783
$77K ﹤0.01%
+10,000
784
$74K ﹤0.01%
+940
785
$73K ﹤0.01%
+1,840
786
$69K ﹤0.01%
+1,800
787
$69K ﹤0.01%
+756
788
$67K ﹤0.01%
3,403
789
$62K ﹤0.01%
10,900
-128
790
$57K ﹤0.01%
+702
791
$54K ﹤0.01%
+587
792
$53K ﹤0.01%
+1,070
793
$53K ﹤0.01%
+301
794
$52K ﹤0.01%
+1,100
795
$51K ﹤0.01%
+1,557
796
$46K ﹤0.01%
+2,480
797
$45K ﹤0.01%
+2,000
798
$43K ﹤0.01%
+967
799
$41K ﹤0.01%
+1,570
800
$38K ﹤0.01%
+592
30 31
32
33 34