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
301
$1.59M 0.05%
44,732
+3,450
302
$1.59M 0.05%
39,966
-1,274
303
$1.55M 0.05%
18,674
+10,511
304
$1.55M 0.05%
35,741
-12,580
305
$1.54M 0.05%
16,535
+2,455
306
$1.54M 0.05%
64,428
-5,476
307
$1.53M 0.05%
67,771
+4,000
308
$1.53M 0.05%
131,916
-71,616
309
$1.51M 0.05%
22,786
-366
310
$1.51M 0.05%
22,860
-3,709
311
$1.51M 0.05%
2,529
+500
312
$1.49M 0.05%
39,541
+213
313
$1.44M 0.05%
34,927
+2,526
314
$1.42M 0.04%
12,182
-310
315
$1.42M 0.04%
45,548
+5,996
316
$1.41M 0.04%
67,938
-7,580
317
$1.41M 0.04%
33,389
-2,458
318
$1.4M 0.04%
31,538
+3,480
319
$1.4M 0.04%
12,975
-192
320
$1.36M 0.04%
10,968
+788
321
$1.34M 0.04%
4,385
+382
322
$1.31M 0.04%
52,230
+38,752
323
$1.3M 0.04%
13,198
+1,725
324
$1.3M 0.04%
9,867
+513
325
$1.3M 0.04%
11,783
-498
11 12
13
14 15