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
326
$1.29M 0.04%
65,103
-3,530
327
$1.28M 0.04%
+48,764
328
$1.28M 0.04%
74,780
+25,060
329
$1.28M 0.04%
22,006
+3,578
330
$1.28M 0.04%
28,227
+1,675
331
$1.28M 0.04%
29,865
332
$1.27M 0.04%
63,870
+12,840
333
$1.26M 0.04%
23,249
-3,732
334
$1.25M 0.04%
11,953
+852
335
$1.25M 0.04%
+32,527
336
$1.25M 0.04%
+97,647
337
$1.24M 0.04%
21,966
-438
338
$1.24M 0.04%
24,074
-2,426
339
$1.22M 0.04%
17,912
-4,758
340
$1.21M 0.04%
14,330
-710
341
$1.2M 0.04%
22,491
-2,338
342
$1.19M 0.04%
14,914
-31,936
343
$1.19M 0.04%
28,927
+151
344
$1.17M 0.04%
46,454
+9,777
345
$1.16M 0.04%
28,364
+3,132
346
$1.16M 0.04%
36,636
-1,330
347
$1.16M 0.04%
7,781
-193
348
$1.15M 0.04%
20,329
+3,142
349
$1.15M 0.04%
9,561
+537
350
$1.14M 0.04%
26,278
-1,034
12 13
14
15 16