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
1576
$986K ﹤0.01%
19,535
-387
1577
$982K ﹤0.01%
24,412
+1,346
1578
$982K ﹤0.01%
124,883
-17,156
1579
$980K ﹤0.01%
27,764
+13,206
1580
$980K ﹤0.01%
19,984
1581
$980K ﹤0.01%
51,313
+2,530
1582
$979K ﹤0.01%
118,799
-865
1583
$977K ﹤0.01%
14,453
-5,634
1584
$965K ﹤0.01%
29,079
-13,612
1585
$950K ﹤0.01%
6,506
1586
$946K ﹤0.01%
46,664
-4,098
1587
$945K ﹤0.01%
+40,027
1588
$943K ﹤0.01%
37,172
+1,682
1589
$941K ﹤0.01%
18,918
-405
1590
$940K ﹤0.01%
23,416
-69,613
1591
$939K ﹤0.01%
23,305
-5,903
1592
$939K ﹤0.01%
+21,491
1593
$938K ﹤0.01%
18,779
-356
1594
$938K ﹤0.01%
56,458
-13,542
1595
$936K ﹤0.01%
15,973
-600
1596
$936K ﹤0.01%
25,723
1597
$936K ﹤0.01%
22,752
+959
1598
$934K ﹤0.01%
29,311
-28,025
1599
$932K ﹤0.01%
27,117
+335
1600
$922K ﹤0.01%
36,165
-8,948
62 63
64
65 66