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
626
$299K 0.01%
12,890
-1,530
627
$299K 0.01%
5,522
+932
628
$298K 0.01%
5,399
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629
$298K 0.01%
6,697
-1,743
630
$297K 0.01%
6,352
+1,204
631
$296K 0.01%
+5,750
632
$295K 0.01%
4,280
+885
633
$295K 0.01%
8,207
+370
634
$295K 0.01%
14,458
+527
635
$294K 0.01%
6,016
-726
636
$292K 0.01%
52,720
-7,790
637
$292K 0.01%
18,490
+1,190
638
$288K 0.01%
5,698
-1,787
639
$288K 0.01%
15,741
+1
640
$286K 0.01%
5,045
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641
$286K 0.01%
12,098
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642
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+8,449
643
$284K 0.01%
10,292
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644
$284K 0.01%
26,171
-1,269
645
$282K 0.01%
3,809
-2,077
646
$282K 0.01%
13,576
-1,200
647
$282K 0.01%
11,025
-2,290
648
$278K 0.01%
7,482
-94
649
$277K 0.01%
4,163
-1,350
650
$275K 0.01%
5,464
-12
24 25
26
27 28