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
$5.35B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$5.31M
3
+$5.14M
4
AXP icon
American Express
AXP
+$4.56M
5
ADI icon
Analog Devices
ADI
+$4.31M

Top Sells

1
+$7.36M
2
+$7.2M
3
+$6.48M
4
NVS icon
Novartis
NVS
+$6.04M
5
MCK icon
McKesson
MCK
+$5.77M

Sector Composition

1 Financials 12.21%
2 Technology 10.97%
3 Healthcare 10.52%
4 Industrials 8.17%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-1,200
827
– –
-6,271
828
– –
-10,643
829
– –
-15,000
830
– –
-10,327
30 31 32 33
34