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
501
$509K 0.02%
10,703
+3,245
502
$502K 0.02%
8,569
+930
503
$499K 0.02%
7,023
+288
504
$497K 0.02%
11,849
+790
505
$496K 0.02%
11,058
-46
506
$496K 0.02%
19,920
-909
507
$494K 0.02%
9,537
-1,125
508
$492K 0.02%
5,912
-1,241
509
$491K 0.02%
6,789
+256
510
$488K 0.02%
8,235
-306
511
$488K 0.02%
11,531
-2,792
512
$487K 0.02%
11,872
-639
513
$487K 0.02%
6,754
-1,077
514
$486K 0.02%
3,939
-129
515
$477K 0.02%
27,464
-8,271
516
$476K 0.02%
10,227
-999
517
$472K 0.01%
21,606
+8,398
518
$469K 0.01%
8,713
-3,289
519
$468K 0.01%
4,437
-1,017
520
$462K 0.01%
7,839
+255
521
$459K 0.01%
20,172
522
$457K 0.01%
4,246
+644
523
$455K 0.01%
16,986
-1,995
524
$453K 0.01%
23,821
-1,432
525
$453K 0.01%
6,250
-805
19 20
21
22 23