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
401
$815K 0.03%
3,961
+938
402
$810K 0.03%
10,411
-1,814
403
$807K 0.03%
125,280
+42,210
404
$805K 0.03%
9,185
+3,723
405
$803K 0.03%
11,385
-22,573
406
$800K 0.03%
27,640
-365
407
$793K 0.03%
7,697
-521
408
$786K 0.02%
68,140
+2,820
409
$783K 0.02%
+204,850
410
$782K 0.02%
11,499
-5,798
411
$780K 0.02%
11,001
-1,370
412
$778K 0.02%
16,402
-4,076
413
$774K 0.02%
10,321
+317
414
$764K 0.02%
12,371
+795
415
$761K 0.02%
15,521
+807
416
$761K 0.02%
6,136
-2,763
417
$759K 0.02%
17,723
+1,570
418
$757K 0.02%
5,766
+172
419
$753K 0.02%
6,571
+586
420
$748K 0.02%
13,059
+9,169
421
$737K 0.02%
11,844
-248
422
$736K 0.02%
20,835
+2,880
423
$714K 0.02%
11,557
-13,854
424
$713K 0.02%
18,004
+2,371
425
$706K 0.02%
49,495
+6,213
15 16
17
18 19