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
376
$991K 0.03%
22,570
+1,095
377
$983K 0.03%
17,954
+754
378
$979K 0.03%
16,920
-405
379
$978K 0.03%
29,583
-969
380
$978K 0.03%
4,152
+496
381
$963K 0.03%
2,788
+22
382
$952K 0.03%
16,187
+3,942
383
$943K 0.03%
+23,806
384
$927K 0.03%
17,505
-450
385
$917K 0.03%
14,792
+895
386
$915K 0.03%
26,577
+354
387
$914K 0.03%
8,399
-7,255
388
$899K 0.03%
12,623
-2,539
389
$895K 0.03%
10,307
+101
390
$891K 0.03%
15,290
-2,084
391
$887K 0.03%
38,625
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392
$876K 0.03%
7,769
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393
$874K 0.03%
19,525
+1,801
394
$855K 0.03%
23,910
-1,604
395
$854K 0.03%
5,068
-266
396
$833K 0.03%
18,625
+1,300
397
$827K 0.03%
7,516
-3,120
398
$824K 0.03%
83,310
-5,175
399
$820K 0.03%
26,335
+1,880
400
$819K 0.03%
10,560
-1,004
14 15
16
17 18