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
476
$558K 0.02%
8,526
+86
477
$556K 0.02%
23,244
-5,132
478
$554K 0.02%
8,164
+2,846
479
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4,439
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480
$552K 0.02%
3,121
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481
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39,080
-2,200
482
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10,961
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483
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9,279
-597
484
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5,479
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485
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10,111
-370
486
$541K 0.02%
18,968
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487
$541K 0.02%
24,766
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488
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16,150
-14,200
489
$530K 0.02%
49,979
-5,304
490
$528K 0.02%
3,208
491
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27,085
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69,949
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493
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9,782
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494
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23,618
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495
$522K 0.02%
7,585
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496
$516K 0.02%
5,853
-370
497
$514K 0.02%
3,785
+51
498
$513K 0.02%
18,728
+167
499
$512K 0.02%
2,765
-791
500
$510K 0.02%
34,312
18 19
20
21 22