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
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$158M
3
+$145M
4
MO icon
Altria Group
MO
+$142M
5
SCHW icon
Charles Schwab
SCHW
+$137M

Top Sells

1
+$175M
2
+$119M
3
+$112M
4
TGT icon
Target
TGT
+$112M
5
MRK icon
Merck
MRK
+$110M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3.59M 0.01%
109,602
+184
977
$3.58M 0.01%
104,764
-1,545
978
$3.58M 0.01%
153,794
-79,985
979
$3.58M 0.01%
57,683
+1,414
980
$3.57M 0.01%
34,607
-271
981
$3.54M 0.01%
103,013
-6,159
982
$3.53M 0.01%
51,744
-4,908
983
$3.52M 0.01%
107,348
-63,023
984
$3.52M 0.01%
46,819
+10
985
$3.49M 0.01%
55,360
-21,171
986
$3.49M 0.01%
2,663
-131
987
$3.49M 0.01%
17,636
-1,505
988
$3.48M 0.01%
69,186
-12,923
989
$3.48M 0.01%
56,007
-7,496
990
$3.46M 0.01%
124,304
-250
991
$3.45M 0.01%
55,687
+2,874
992
$3.44M 0.01%
100,138
+467
993
$3.44M 0.01%
98,490
-3,930
994
$3.42M 0.01%
54,367
-298
995
$3.41M 0.01%
29,303
-2,275
996
$3.4M 0.01%
394,819
+440
997
$3.39M 0.01%
104,860
-1,328
998
$3.39M 0.01%
11,241
+483
999
$3.38M 0.01%
84,264
-8,306
1000
$3.38M 0.01%
151,980
-2,063
38 39
40
41 42