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
601
$318K 0.01%
+6,241
602
$317K 0.01%
10,334
603
$315K 0.01%
8,578
-1,188
604
$314K 0.01%
8,225
-235
605
$313K 0.01%
6,375
+2,243
606
$313K 0.01%
6,445
+160
607
$313K 0.01%
3,540
-672
608
$312K 0.01%
+3,117
609
$311K 0.01%
3,218
-148
610
$309K 0.01%
2,808
+148
611
$309K 0.01%
3,325
612
$308K 0.01%
7,008
+400
613
$308K 0.01%
5,300
-339
614
$307K 0.01%
7,104
+245
615
$307K 0.01%
3,615
616
$307K 0.01%
6,333
-478
617
$305K 0.01%
4,772
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618
$305K 0.01%
+4,390
619
$305K 0.01%
16,794
-3,288
620
$304K 0.01%
4,603
-493
621
$303K 0.01%
+6,874
622
$301K 0.01%
5,081
+662
623
$301K 0.01%
6,849
+164
624
$300K 0.01%
8,104
-1,655
625
$299K 0.01%
3,325
23 24
25
26 27