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
$5.26B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$5.57M
3 +$5.05M
4
SNA icon
Snap-on
SNA
+$4.71M
5
SON icon
Sonoco
SON
+$4.52M

Top Sells

1 +$8.67M
2 +$6.38M
3 +$5.99M
4
OGE icon
OGE Energy
OGE
+$5.45M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.36M

Sector Composition

1 Financials 12.03%
2 Technology 11.74%
3 Healthcare 10.17%
4 Consumer Discretionary 7.9%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-3,650
777
-4,060