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
1501
$1.15M ﹤0.01%
58,109
-26,332
1502
$1.14M ﹤0.01%
38,011
-600
1503
$1.14M ﹤0.01%
22,178
+5,540
1504
$1.14M ﹤0.01%
51,484
-132,846
1505
$1.14M ﹤0.01%
28,248
+57
1506
$1.14M ﹤0.01%
19,627
+5,330
1507
$1.14M ﹤0.01%
21,859
+11
1508
$1.13M ﹤0.01%
26,842
-1,768
1509
$1.13M ﹤0.01%
52,080
-1,374
1510
$1.13M ﹤0.01%
60,146
-23,515
1511
$1.13M ﹤0.01%
44,002
+22,331
1512
$1.13M ﹤0.01%
43,417
-18,607
1513
$1.13M ﹤0.01%
73,598
+31,216
1514
$1.13M ﹤0.01%
30,555
-7,046
1515
$1.13M ﹤0.01%
7,052
+4,182
1516
$1.13M ﹤0.01%
14,270
-3,206
1517
$1.13M ﹤0.01%
23,201
+270
1518
$1.12M ﹤0.01%
40,089
+20,682
1519
$1.12M ﹤0.01%
70,169
-17,052
1520
$1.12M ﹤0.01%
60,639
-28,861
1521
$1.12M ﹤0.01%
34,916
-14,822
1522
$1.11M ﹤0.01%
19,738
-2,111
1523
$1.11M ﹤0.01%
20,908
-1,828
1524
$1.11M ﹤0.01%
62,156
1525
$1.11M ﹤0.01%
40,804
-978
59 60
61
62 63