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
576
$357K 0.01%
+3,759
577
$357K 0.01%
4,380
-152
578
$354K 0.01%
11,540
-1,450
579
$352K 0.01%
7,152
-360
580
$352K 0.01%
17,226
-10,145
581
$349K 0.01%
4,679
-3,021
582
$346K 0.01%
2,819
583
$339K 0.01%
+57,607
584
$337K 0.01%
3,893
-1,476
585
$337K 0.01%
9,128
+2,341
586
$334K 0.01%
21,700
-3,040
587
$330K 0.01%
4,546
+276
588
$328K 0.01%
14,483
-910
589
$328K 0.01%
+9,638
590
$328K 0.01%
8,235
+585
591
$324K 0.01%
22,745
-1,660
592
$324K 0.01%
5,119
-14,709
593
$324K 0.01%
10,050
-875
594
$321K 0.01%
5,902
-3,860
595
$321K 0.01%
5,524
-760
596
$320K 0.01%
9,470
+70
597
$320K 0.01%
9,304
+16
598
$319K 0.01%
7,498
+613
599
$319K 0.01%
+13,364
600
$318K 0.01%
4,578
+1,523
22 23
24
25 26