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
$5.77B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.48M
3
+$6.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.45M

Top Sells

1
+$12.5M
2
+$6.31M
3
+$4.56M
4
LOW icon
Lowe's Companies
LOW
+$4.53M
5
PFE icon
Pfizer
PFE
+$3.5M

Sector Composition

1 Technology 11.55%
2 Financials 10.77%
3 Healthcare 9.23%
4 Consumer Discretionary 7.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-7,828
802
– –
-16,435
803
– –
-4,432
804
– –
-8,134
805
– –
-8,602
806
– –
-15,605
807
– –
-4,972
808
– –
-6,050
809
– –
-6,861
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