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
276
$1.96M 0.06%
52,797
+4,149
277
$1.95M 0.06%
12,832
-2,083
278
$1.93M 0.06%
62,046
+2,823
279
$1.92M 0.06%
20,568
+1,368
280
$1.86M 0.06%
33,307
-2
281
$1.86M 0.06%
26,916
+8,186
282
$1.81M 0.06%
51,213
+14,104
283
$1.81M 0.06%
112,783
-11,211
284
$1.81M 0.06%
187,032
-24,396
285
$1.8M 0.06%
32,285
-499
286
$1.78M 0.06%
33,074
-2,150
287
$1.78M 0.06%
37,367
+14,413
288
$1.76M 0.06%
23,806
-2,090
289
$1.75M 0.06%
19,093
+41
290
$1.75M 0.06%
40,462
-977
291
$1.72M 0.05%
26,223
+135
292
$1.72M 0.05%
15,032
-114
293
$1.71M 0.05%
35,756
+25,066
294
$1.69M 0.05%
15,943
-788
295
$1.68M 0.05%
47,366
+1,967
296
$1.68M 0.05%
46,469
-36,659
297
$1.64M 0.05%
32,450
+3,218
298
$1.64M 0.05%
186,777
-225,597
299
$1.62M 0.05%
70,475
-1,725
300
$1.6M 0.05%
10,366
+384
10 11
12
13 14