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
351
$1.14M 0.04%
14,050
+2,888
352
$1.13M 0.04%
38,545
-7,959
353
$1.11M 0.04%
36,505
-493
354
$1.09M 0.03%
29,626
-2,864
355
$1.09M 0.03%
10,448
-276
356
$1.09M 0.03%
45,096
-10,581
357
$1.09M 0.03%
18,216
-4,068
358
$1.09M 0.03%
48,756
+5,035
359
$1.08M 0.03%
10,235
+1,778
360
$1.07M 0.03%
12,822
-1,840
361
$1.07M 0.03%
24,210
-58
362
$1.06M 0.03%
18,288
+3,120
363
$1.05M 0.03%
11,598
-3,430
364
$1.05M 0.03%
17,468
+3,107
365
$1.05M 0.03%
58,982
-131
366
$1.04M 0.03%
18,307
-150
367
$1.04M 0.03%
18,571
+2,173
368
$1.03M 0.03%
26,914
-846
369
$1.03M 0.03%
54,221
370
$1.03M 0.03%
72,860
+13,245
371
$1.02M 0.03%
28,855
-9,857
372
$1.01M 0.03%
14,544
-1,556
373
$1.01M 0.03%
19,748
+815
374
$1.01M 0.03%
18,942
-310
375
$1M 0.03%
27,759
-9,878
13 14
15
16 17