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
1526
$1.11M ﹤0.01%
88,924
+147
1527
$1.11M ﹤0.01%
4,866
-2,794
1528
$1.1M ﹤0.01%
168,486
+135,456
1529
$1.09M ﹤0.01%
4,241
-1,033
1530
$1.09M ﹤0.01%
34,477
+1,379
1531
$1.09M ﹤0.01%
14,918
+8,967
1532
$1.09M ﹤0.01%
103,023
+4,451
1533
$1.08M ﹤0.01%
33,563
+8,247
1534
$1.08M ﹤0.01%
7,891
-1,346
1535
$1.08M ﹤0.01%
23,708
-1,376
1536
$1.07M ﹤0.01%
6,528
-1,089
1537
$1.07M ﹤0.01%
45,770
+12,407
1538
$1.07M ﹤0.01%
14,078
-289
1539
$1.06M ﹤0.01%
7,694
-1,074
1540
$1.06M ﹤0.01%
94,944
+74,278
1541
$1.06M ﹤0.01%
42,623
-3,623
1542
$1.06M ﹤0.01%
42,167
+1,611
1543
$1.06M ﹤0.01%
12,860
+1,250
1544
$1.06M ﹤0.01%
89,368
+14,456
1545
$1.05M ﹤0.01%
78,882
+7,237
1546
$1.05M ﹤0.01%
70,990
+17,087
1547
$1.05M ﹤0.01%
7,063
+1,986
1548
$1.05M ﹤0.01%
55,191
+30,975
1549
$1.04M ﹤0.01%
32,047
-721
1550
$1.03M ﹤0.01%
29,993
+1,661
60 61
62
63 64