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
1726
$738K ﹤0.01%
7,730
-1,429
1727
$738K ﹤0.01%
13,092
+1,605
1728
$737K ﹤0.01%
28,205
-528
1729
$736K ﹤0.01%
19,061
-12,550
1730
$735K ﹤0.01%
31,866
-8,052
1731
$735K ﹤0.01%
23,960
-4,579
1732
$731K ﹤0.01%
14,390
-10,330
1733
$731K ﹤0.01%
12,881
-5,613
1734
$730K ﹤0.01%
30,280
-5,638
1735
$728K ﹤0.01%
11,778
-1,250
1736
$728K ﹤0.01%
3,828
-471
1737
$727K ﹤0.01%
2,546
-1,069
1738
$724K ﹤0.01%
14,304
-4,217
1739
$724K ﹤0.01%
8,079
-2,672
1740
$724K ﹤0.01%
6,498
-1,862
1741
$723K ﹤0.01%
51,245
+3,495
1742
$722K ﹤0.01%
88,122
-1,286
1743
$719K ﹤0.01%
36,401
-12,242
1744
$717K ﹤0.01%
37,599
+22
1745
$717K ﹤0.01%
1,254
-1
1746
$715K ﹤0.01%
24,970
-4,399
1747
$713K ﹤0.01%
38,352
-19,297
1748
$713K ﹤0.01%
12,822
+1,029
1749
$706K ﹤0.01%
76,285
-20,349
1750
$706K ﹤0.01%
36,253
+4,582
68 69
70
71 72