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
1126
$2.6M ﹤0.01%
29,390
+6,090
1127
$2.6M ﹤0.01%
31,890
-4,590
1128
$2.6M ﹤0.01%
63,858
+266
1129
$2.59M ﹤0.01%
+90,218
1130
$2.58M ﹤0.01%
63,776
-11,460
1131
$2.58M ﹤0.01%
109,327
-695
1132
$2.56M ﹤0.01%
75,940
+6,090
1133
$2.54M ﹤0.01%
18,076
-5,383
1134
$2.54M ﹤0.01%
+50,648
1135
$2.53M ﹤0.01%
101,048
+50,491
1136
$2.52M ﹤0.01%
163,457
-39,862
1137
$2.51M ﹤0.01%
72,088
-2,770
1138
$2.5M ﹤0.01%
46,189
+1,935
1139
$2.49M ﹤0.01%
118,998
-1,440
1140
$2.48M ﹤0.01%
70,662
+10,089
1141
$2.47M ﹤0.01%
10,963
+64
1142
$2.47M ﹤0.01%
26,017
+774
1143
$2.47M ﹤0.01%
32,818
+684
1144
$2.46M ﹤0.01%
43,548
+5,548
1145
$2.46M ﹤0.01%
18,691
-1,980
1146
$2.45M ﹤0.01%
+96,082
1147
$2.44M ﹤0.01%
66,325
+580
1148
$2.43M ﹤0.01%
42,908
-4,574
1149
$2.43M ﹤0.01%
42,713
-14,560
1150
$2.42M ﹤0.01%
148,032
-6,913
44 45
46
47 48