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
526
$450K 0.01%
9,561
-1,561
527
$448K 0.01%
30,480
+6,221
528
$447K 0.01%
9,946
-484
529
$444K 0.01%
7,741
-568
530
$444K 0.01%
3,510
+126
531
$444K 0.01%
12,668
-822
532
$440K 0.01%
2,946
-412
533
$439K 0.01%
13,165
-5,593
534
$438K 0.01%
11,605
+247
535
$425K 0.01%
5,521
-1,231
536
$422K 0.01%
24,954
-9,520
537
$422K 0.01%
2,129
-80
538
$421K 0.01%
+13,327
539
$419K 0.01%
+6,135
540
$419K 0.01%
4,038
-2,603
541
$418K 0.01%
16,507
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542
$418K 0.01%
6,015
+532
543
$417K 0.01%
7,678
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544
$417K 0.01%
18,938
-2,263
545
$414K 0.01%
8,940
-7,330
546
$411K 0.01%
11,716
+938
547
$410K 0.01%
110,000
548
$408K 0.01%
680
-58
549
$408K 0.01%
11,541
-222
550
$403K 0.01%
8,791
-293
20 21
22
23 24