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
851
$16K ﹤0.01%
12,000
-10
852
$9K ﹤0.01%
100
-600
853
$6K ﹤0.01%
40,080
-5,490
854
– –
-1,471
855
– –
-5,053
856
– –
-3,256
857
– –
-11,456
858
– –
-5,775
859
– –
-6,100
860
– –
-1,000
861
– –
-9,233
862
– –
-1,234
863
– –
-6,212
864
– –
-700
865
– –
-12,103
866
– –
-6,597
867
– –
-3,452
868
– –
-3,861
869
– –
-5,102
870
– –
-1,800
871
– –
-2,495
872
– –
-6,700
873
– –
-9,200
874
– –
-7,412
875
– –
-10,196
33 34
35
36 37