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
$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
2401
$203K ﹤0.01%
15,520
2402
$203K ﹤0.01%
+3,873
2403
$201K ﹤0.01%
+5,647
2404
$200K ﹤0.01%
6,523
+350
2405
$200K ﹤0.01%
222,814
+52,814
2406
$200K ﹤0.01%
+17,425
2407
$199K ﹤0.01%
22,018
-7,128
2408
$199K ﹤0.01%
14,098
+4
2409
$199K ﹤0.01%
57,386
-1,893
2410
$197K ﹤0.01%
35,644
+5,104
2411
$196K ﹤0.01%
10,858
-4,650
2412
$194K ﹤0.01%
+11,252
2413
$193K ﹤0.01%
28,724
-167
2414
$192K ﹤0.01%
34,645
-2,850
2415
$191K ﹤0.01%
11,220
2416
$191K ﹤0.01%
59,885
-31,668
2417
$190K ﹤0.01%
10,775
+689
2418
$190K ﹤0.01%
31,501
-2,449
2419
$186K ﹤0.01%
15,613
-4,603
2420
$186K ﹤0.01%
13,590
2421
$185K ﹤0.01%
30,812
+2,034
2422
$183K ﹤0.01%
13,160
2423
$180K ﹤0.01%
15,960
+4,835
2424
$179K ﹤0.01%
2,602
+78
2425
$177K ﹤0.01%
16,378
-4,237
95 96
97
98 99