Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$16.9M
3
+$14M
4
USB icon
US Bancorp
USB
+$8.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.43M

Top Sells

1
+$4.99M
2
+$3.8M
3
+$3.8M
4
CNC icon
Centene
CNC
+$3.25M
5
BND icon
Vanguard Total Bond Market
BND
+$3.12M

Sector Composition

1 Financials 12%
2 Healthcare 10.79%
3 Technology 9.86%
4 Consumer Staples 8.66%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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827
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828
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829
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830
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832
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833
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834
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835
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836
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837
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-2,985
838
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-4,357
839
$0 ﹤0.01%
+4
840
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-4,465
841
$0 ﹤0.01%
+21
842
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-11,219
843
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-5,916
844
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-7,080
845
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-7,072
846
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847
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848
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-8,667
849
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-11,107
850
– –
-4,857
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