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
$5.56B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$20.2M
3
+$16.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.1M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.2M

Top Sells

1
+$10.7M
2
+$7.91M
3
+$6.49M
4
AAPL icon
Apple
AAPL
+$5.05M
5
TFC icon
Truist Financial
TFC
+$4.42M

Sector Composition

1 Technology 11.94%
2 Financials 11.56%
3 Healthcare 10.56%
4 Industrials 7.72%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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