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
$3.17B
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$7.2M
3
+$4.35M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.98M
5
ADT
ADT Corp
ADT
+$3.76M

Top Sells

1
+$22.6M
2
+$9.69M
3
+$7.03M
4
MSFT icon
Microsoft
MSFT
+$4.5M
5
TGT icon
Target
TGT
+$3.73M

Sector Composition

1 Financials 11.56%
2 Healthcare 10.59%
3 Technology 9.96%
4 Energy 9.42%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.02M 0.1%
117,094
+19,665
227
$2.98M 0.09%
344,625
+97,488
228
$2.97M 0.09%
189,656
-3,705
229
$2.97M 0.09%
23,820
-1,417
230
$2.95M 0.09%
59,320
+13,724
231
$2.91M 0.09%
55,480
+6,975
232
$2.91M 0.09%
33,429
-6,860
233
$2.82M 0.09%
14,111
-9,504
234
$2.74M 0.09%
50,688
+4,695
235
$2.69M 0.08%
19,737
+4
236
$2.68M 0.08%
44,529
-34,519
237
$2.65M 0.08%
23,425
-2,284
238
$2.62M 0.08%
42,645
-2,371
239
$2.62M 0.08%
46,996
-5,190
240
$2.61M 0.08%
30,901
+1,971
241
$2.6M 0.08%
144,000
-16,000
242
$2.57M 0.08%
33,329
-102
243
$2.56M 0.08%
30,116
-2,118
244
$2.55M 0.08%
19,211
-8,413
245
$2.53M 0.08%
34,289
+3,261
246
$2.51M 0.08%
60,771
+8,029
247
$2.5M 0.08%
30,712
-2,759
248
$2.47M 0.08%
38,084
+273
249
$2.46M 0.08%
44,150
+2,143
250
$2.43M 0.08%
11,158
-1,232
8 9
10
11 12