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
$4.76B
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.2M
3
+$20.9M
4
MRSH
Marsh
MRSH
+$20.4M
5
UNH icon
UnitedHealth
UNH
+$20.3M

Top Sells

1
+$13.4M
2
+$11.3M
3
+$7.7M
4
GE icon
GE Aerospace
GE
+$4.95M
5
PAYX icon
Paychex
PAYX
+$4.61M

Sector Composition

1 Financials 11.89%
2 Healthcare 11.87%
3 Technology 10.81%
4 Consumer Staples 10.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$134K ﹤0.01%
16,384
+403
827
$130K ﹤0.01%
19,955
-139,796
828
$129K ﹤0.01%
12,330
+230
829
$120K ﹤0.01%
11,243
+88
830
$120K ﹤0.01%
1,100
-400
831
$117K ﹤0.01%
10,541
-2,546
832
$116K ﹤0.01%
10,900
833
$113K ﹤0.01%
10,929
834
$103K ﹤0.01%
13,700
835
$99K ﹤0.01%
58,696
836
$94K ﹤0.01%
3,000
837
$90K ﹤0.01%
2,100
-1,200
838
$65K ﹤0.01%
+11,053
839
$53K ﹤0.01%
600
840
$49K ﹤0.01%
400
841
$41K ﹤0.01%
600
842
$40K ﹤0.01%
175
843
$31K ﹤0.01%
700
-5,425
844
$31K ﹤0.01%
1,500
845
$29K ﹤0.01%
1,000
846
$26K ﹤0.01%
707
-2,184
847
$23K ﹤0.01%
1,051
-924
848
$22K ﹤0.01%
600
849
$21K ﹤0.01%
1,400
-3,300
850
$19K ﹤0.01%
1,200
32 33
34
35 36