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
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.1M
3
+$5.16M
4
KMI icon
Kinder Morgan
KMI
+$4.79M
5
MUSA icon
Murphy USA
MUSA
+$4.49M

Top Sells

1
+$16.5M
2
+$9.39M
3
+$9.07M
4
MO icon
Altria Group
MO
+$6.81M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.93%
4 Consumer Staples 8.46%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-6,400
802
– –
-6,719
803
– –
-24,210
804
– –
-1,097
805
– –
-30,530
806
– –
-14,407
807
– –
-3,405
808
– –
-10,593
809
– –
-4,260
810
– –
-7,850
811
– –
-17,900
812
– –
-13,592
813
– –
-2,314
814
– –
-394
815
– –
-11,451
816
– –
-9,380
817
– –
-7,420
818
– –
-71,034
819
– –
-35,770
820
– –
-20,000
821
– –
-21,055
822
– –
-26,249
823
– –
-12,540
824
– –
-118,035
825
– –
-3,936
30 31 32
33
34