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
2401
$72K ﹤0.01%
+10,685
2402
$63K ﹤0.01%
+3,080
2403
$53K ﹤0.01%
+16,666
2404
$53K ﹤0.01%
+669
2405
$50K ﹤0.01%
+10,600
2406
$49K ﹤0.01%
+10,117
2407
$49K ﹤0.01%
+10,083
2408
$48K ﹤0.01%
+11,175
2409
$46K ﹤0.01%
+40,000
2410
$45K ﹤0.01%
+11,750
2411
$44K ﹤0.01%
+12,000
2412
$35K ﹤0.01%
+11,169
2413
$34K ﹤0.01%
+10,200
2414
$31K ﹤0.01%
+10,983
2415
$31K ﹤0.01%
+34,289
2416
$28K ﹤0.01%
+7
2417
$25K ﹤0.01%
+37,366
2418
$24K ﹤0.01%
145
+65
2419
$23K ﹤0.01%
+36,667
2420
$22K ﹤0.01%
+1
2421
$17K ﹤0.01%
+1,000
2422
$14K ﹤0.01%
+10,000
2423
$9K ﹤0.01%
+500
2424
$8K ﹤0.01%
+1,342
2425
$6K ﹤0.01%
+1,064
94 95 96
97
98