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
$5.15B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.99M
3
+$6.24M
4
DD icon
DuPont de Nemours
DD
+$6.04M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.6M

Top Sells

1
+$8.46M
2
+$6.85M
3
+$6.47M
4
PRXL
Parexel International Corp
PRXL
+$6.34M
5
DELL icon
Dell
DELL
+$6.13M

Sector Composition

1 Financials 12%
2 Healthcare 11.26%
3 Technology 10.64%
4 Industrials 8.39%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$152K ﹤0.01%
17,602
+422
777
$148K ﹤0.01%
10,000
778
$139K ﹤0.01%
3,600
+100
779
$139K ﹤0.01%
+15,000
780
$138K ﹤0.01%
+10,327
781
$130K ﹤0.01%
10,186
-863
782
$123K ﹤0.01%
10,891
+200
783
$113K ﹤0.01%
12,347
784
$102K ﹤0.01%
13,073
+1,073
785
$99K ﹤0.01%
+1,675
786
$69K ﹤0.01%
700
787
$68K ﹤0.01%
1,200
788
$67K ﹤0.01%
1,021
789
$65K ﹤0.01%
550
790
$62K ﹤0.01%
3,300
-10,069
791
$62K ﹤0.01%
+10,145
792
$55K ﹤0.01%
600
793
$51K ﹤0.01%
450
794
$49K ﹤0.01%
14,535
+190
795
$47K ﹤0.01%
+2,008
796
$46K ﹤0.01%
400
797
$44K ﹤0.01%
175
798
$23K ﹤0.01%
600
799
– –
-6,619
800
– –
-3,194
30 31
32
33 34