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
251
$2.42M 0.08%
15,923
-10,911
252
$2.42M 0.08%
27,028
-2,124
253
$2.41M 0.08%
60,598
-636
254
$2.38M 0.08%
87,066
-41,717
255
$2.36M 0.07%
7,707
-130
256
$2.32M 0.07%
455,075
-13,620
257
$2.26M 0.07%
26,028
+500
258
$2.25M 0.07%
18,070
+4,658
259
$2.25M 0.07%
12
-7
260
$2.24M 0.07%
82,219
+33,717
261
$2.23M 0.07%
32,644
-16,358
262
$2.22M 0.07%
17,992
+1,497
263
$2.17M 0.07%
110,543
-3,408
264
$2.14M 0.07%
21,546
-4,607
265
$2.14M 0.07%
52,740
-5,929
266
$2.09M 0.07%
16,540
-152
267
$2.08M 0.07%
48,852
-14,233
268
$2.06M 0.07%
40,839
+499
269
$2.04M 0.06%
57,448
+7,558
270
$2.02M 0.06%
33,912
-9,365
271
$2M 0.06%
116,688
-8,020
272
$2M 0.06%
53,402
+25,035
273
$1.99M 0.06%
26,717
+3,301
274
$1.97M 0.06%
10,517
-1,249
275
$1.97M 0.06%
20,213
+4,831
9 10
11
12 13