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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.6M
3
+$10.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.73M

Top Sells

1
+$5.74M
2
+$5.01M
3
+$5M
4
PM icon
Philip Morris
PM
+$4.78M
5
USB icon
US Bancorp
USB
+$4.47M

Sector Composition

1 Technology 11.18%
2 Financials 11.07%
3 Healthcare 11.06%
4 Consumer Discretionary 7.14%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-713
802
– –
-8,635
803
– –
-4,620
804
– –
-5,562
805
– –
-5,519
29 30 31 32
33