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
1101
$2.73M ﹤0.01%
87,212
-2,381
1102
$2.72M ﹤0.01%
134,054
-7,995
1103
$2.71M ﹤0.01%
110,784
-1,914
1104
$2.7M ﹤0.01%
54,732
-64,101
1105
$2.7M ﹤0.01%
79,539
-315,104
1106
$2.69M ﹤0.01%
163,405
+1,804
1107
$2.69M ﹤0.01%
16,354
-439
1108
$2.69M ﹤0.01%
+115,551
1109
$2.69M ﹤0.01%
23,219
-383
1110
$2.69M ﹤0.01%
8,361
+54
1111
$2.67M ﹤0.01%
88,044
-4,805
1112
$2.66M ﹤0.01%
101,622
-33,418
1113
$2.66M ﹤0.01%
95,265
-2,098
1114
$2.65M ﹤0.01%
60,120
-1,620
1115
$2.64M ﹤0.01%
26,065
+492
1116
$2.64M ﹤0.01%
80,798
-7,879
1117
$2.63M ﹤0.01%
8,113
-657
1118
$2.63M ﹤0.01%
270,038
+17,250
1119
$2.61M ﹤0.01%
18,337
-825
1120
$2.61M ﹤0.01%
16,774
+8,306
1121
$2.61M ﹤0.01%
15,670
-4,016
1122
$2.61M ﹤0.01%
55,469
+7,323
1123
$2.61M ﹤0.01%
79,663
-1,250
1124
$2.61M ﹤0.01%
45,366
-6,755
1125
$2.6M ﹤0.01%
14,755
+42
43 44
45
46 47