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
426
$706K 0.02%
5,616
-1,503
427
$694K 0.02%
16,987
+1,110
428
$688K 0.02%
78,543
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429
$686K 0.02%
61,717
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430
$683K 0.02%
59,584
-8,432
431
$679K 0.02%
13,708
+2,066
432
$676K 0.02%
2,675
-444
433
$674K 0.02%
40,378
-382
434
$671K 0.02%
122,000
+16,150
435
$669K 0.02%
11,145
-1,735
436
$663K 0.02%
15,747
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437
$661K 0.02%
12,441
-1,930
438
$657K 0.02%
13,586
-678
439
$655K 0.02%
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440
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8,182
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9,794
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443
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19,040
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444
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13,821
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445
$634K 0.02%
4,652
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446
$633K 0.02%
9,356
-1,592
447
$630K 0.02%
13,646
-720
448
$630K 0.02%
31,523
-1,752
449
$626K 0.02%
11,104
-280
450
$624K 0.02%
21,330
-5,792
16 17
18
19 20