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
551
$402K 0.01%
3,032
-148
552
$400K 0.01%
13,874
-1,625
553
$400K 0.01%
6,426
-1,130
554
$399K 0.01%
7,377
-34
555
$398K 0.01%
6,370
+1,060
556
$395K 0.01%
19,114
-7,926
557
$394K 0.01%
5,279
-1,554
558
$392K 0.01%
16,870
+4,666
559
$389K 0.01%
13,716
-344
560
$386K 0.01%
4,382
-1,116
561
$381K 0.01%
3,322
+21
562
$381K 0.01%
3,725
-1,990
563
$381K 0.01%
11,611
-3,110
564
$381K 0.01%
+12,540
565
$381K 0.01%
2,572
-684
566
$380K 0.01%
10,284
+137
567
$378K 0.01%
14,583
+370
568
$377K 0.01%
5,393
+1,533
569
$375K 0.01%
12,539
+3,898
570
$370K 0.01%
10,939
+1,582
571
$369K 0.01%
5,681
-358
572
$368K 0.01%
3,325
573
$359K 0.01%
12,082
+172
574
$358K 0.01%
5,067
+290
575
$358K 0.01%
6,605
-2,910
21 22
23
24 25