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
451
$617K 0.02%
5,709
-828
452
$614K 0.02%
24,212
-1,116
453
$610K 0.02%
31,791
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454
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6,518
455
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17,536
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456
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19,810
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457
$599K 0.02%
9,135
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458
$598K 0.02%
29,500
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459
$598K 0.02%
14,466
-14,614
460
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7,412
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461
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462
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9,433
+2,586
463
$586K 0.02%
13,512
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464
$585K 0.02%
4,237
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465
$585K 0.02%
16,552
-1,623
466
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8,100
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467
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7,864
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12,421
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$577K 0.02%
38,724
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$576K 0.02%
4,315
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$569K 0.02%
3,076
-861
473
$567K 0.02%
9,886
-7,097
474
$566K 0.02%
20,762
-1,390
475
$565K 0.02%
12,360
+650
17 18
19
20 21