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
701
$237K 0.01%
2,864
-370
702
$237K 0.01%
2,864
703
$234K 0.01%
4,605
-856
704
$234K 0.01%
11,426
705
$233K 0.01%
4,152
-794
706
$231K 0.01%
5,611
-2,716
707
$230K 0.01%
5,060
-3,197
708
$228K 0.01%
1,566
+311
709
$223K 0.01%
5,848
-727
710
$222K 0.01%
+13,285
711
$222K 0.01%
+9,759
712
$222K 0.01%
+8,640
713
$221K 0.01%
+4,225
714
$221K 0.01%
+4,978
715
$220K 0.01%
4,238
+500
716
$220K 0.01%
13,445
-2,026
717
$219K 0.01%
2,599
-31
718
$219K 0.01%
2,889
-530
719
$218K 0.01%
+4,277
720
$217K 0.01%
5,120
-970
721
$214K 0.01%
7,152
-863
722
$213K 0.01%
2,421
-453
723
$211K 0.01%
3,552
-1,072
724
$210K 0.01%
3,004
-475
725
$209K 0.01%
+2,420
27 28
29
30 31