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
676
$254K 0.01%
19,575
-840
677
$253K 0.01%
9,330
+1,825
678
$251K 0.01%
2,198
+304
679
$250K 0.01%
4,785
680
$250K 0.01%
24,650
-1,360
681
$250K 0.01%
1,522
+349
682
$250K 0.01%
7,824
-1,839
683
$249K 0.01%
+16,105
684
$249K 0.01%
2,081
+106
685
$249K 0.01%
5,786
686
$247K 0.01%
803
+18
687
$246K 0.01%
10,158
+2,133
688
$245K 0.01%
17,561
+204
689
$245K 0.01%
26,100
+14,350
690
$245K 0.01%
2,887
-736
691
$244K 0.01%
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692
$242K 0.01%
5,600
-11,777
693
$241K 0.01%
3,032
-370
694
$241K 0.01%
5,000
695
$241K 0.01%
9,150
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696
$241K 0.01%
6,741
-2,915
697
$241K 0.01%
2,885
-730
698
$239K 0.01%
+6,119
699
$239K 0.01%
5,702
-2,193
700
$238K 0.01%
942
+77
26 27
28
29 30