Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$1.29B
3
+$1.05B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$816M
5
MSFT icon
Microsoft
MSFT
+$705M

Top Sells

1
+$3.23M
2
+$1.4M
3
+$1.4M
4
CABO icon
Cable One
CABO
+$1.34M
5
NLSN
Nielsen Holdings plc
NLSN
+$994K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.82%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$323K ﹤0.01%
+18,758
2077
$323K ﹤0.01%
+9,877
2078
$323K ﹤0.01%
+1,534
2079
$322K ﹤0.01%
+14,728
2080
$322K ﹤0.01%
+9,009
2081
$322K ﹤0.01%
+14,338
2082
$321K ﹤0.01%
+13,642
2083
$321K ﹤0.01%
+11,159
2084
$320K ﹤0.01%
+8,043
2085
$320K ﹤0.01%
3,847
-6
2086
$320K ﹤0.01%
+22,996
2087
$319K ﹤0.01%
+20,048
2088
$319K ﹤0.01%
+1,863
2089
$319K ﹤0.01%
+11,550
2090
$318K ﹤0.01%
+3,092
2091
$318K ﹤0.01%
+12,234
2092
$318K ﹤0.01%
+21,445
2093
$317K ﹤0.01%
+8,728
2094
$317K ﹤0.01%
+7,400
2095
$317K ﹤0.01%
+7,207
2096
$315K ﹤0.01%
20,791
+3,274
2097
$315K ﹤0.01%
+6,108
2098
$315K ﹤0.01%
+21,963
2099
$313K ﹤0.01%
+11,433
2100
$313K ﹤0.01%
+12,876
82 83
84
85 86