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
$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
901
– –
-3,256
902
– –
-11,456
903
– –
-8,942
904
– –
-80,152
905
$0 ﹤0.01%
9
-1,697
906
– –
-10,000
907
– –
-10,000
908
– –
-323,817
909
– –
-2,527
910
– –
-4,571
911
– –
-53,847
912
– –
-10,701
913
– –
-14,836
914
– –
-55,114
33 34 35 36
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