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
651
$273K 0.01%
10,430
+1,284
652
$272K 0.01%
3,482
653
$271K 0.01%
11,306
-3,108
654
$268K 0.01%
+18,745
655
$268K 0.01%
+2,494
656
$267K 0.01%
3,640
-112
657
$267K 0.01%
5,066
-467
658
$266K 0.01%
12,536
+1,165
659
$266K 0.01%
8,210
-278
660
$264K 0.01%
3,681
+39
661
$262K 0.01%
8,701
+2,401
662
$259K 0.01%
14,305
+2,200
663
$259K 0.01%
9,346
+96
664
$258K 0.01%
+7,449
665
$258K 0.01%
5,058
-49
666
$258K 0.01%
7,178
+1,979
667
$258K 0.01%
3,025
-65
668
$257K 0.01%
35,995
-5,900
669
$257K 0.01%
2,294
-13
670
$257K 0.01%
7,158
+12
671
$257K 0.01%
10,809
+74
672
$256K 0.01%
+3,847
673
$256K 0.01%
3,480
-18
674
$255K 0.01%
14,761
+3,944
675
$254K 0.01%
17,678
+1,183
25 26
27
28 29