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
726
$209K 0.01%
+7,274
727
$209K 0.01%
+10,206
728
$208K 0.01%
+2,910
729
$208K 0.01%
2,245
730
$208K 0.01%
+6,170
731
$208K 0.01%
2,619
-1,537
732
$207K 0.01%
2,912
-570
733
$207K 0.01%
3,291
-83
734
$207K 0.01%
+4,967
735
$207K 0.01%
12,240
-1,659
736
$204K 0.01%
8,260
+70
737
$204K 0.01%
16,530
738
$203K 0.01%
2,485
-90
739
$203K 0.01%
+4,006
740
$203K 0.01%
+5,080
741
$203K 0.01%
+520
742
$203K 0.01%
7,099
-1,975
743
$202K 0.01%
+2,071
744
$201K 0.01%
+4,244
745
$201K 0.01%
+4,276
746
$201K 0.01%
+7,530
747
$201K 0.01%
+5,116
748
$201K 0.01%
+8,394
749
$201K 0.01%
6,261
-3,215
750
$197K 0.01%
15,010
-66,986
28 29
30
31 32