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
751
$195K 0.01%
11,949
752
$193K 0.01%
19,370
753
$191K 0.01%
15,000
754
$184K 0.01%
+1,509
755
$182K 0.01%
1,177
+152
756
$178K 0.01%
+16,089
757
$175K 0.01%
5,650
-1,610
758
$174K 0.01%
17,333
-13,733
759
$173K 0.01%
+16,280
760
$154K ﹤0.01%
50,213
+4,910
761
$144K ﹤0.01%
20,000
762
$144K ﹤0.01%
17,113
-2,995
763
$137K ﹤0.01%
12,070
+1,420
764
$124K ﹤0.01%
+11,650
765
$120K ﹤0.01%
1,099
-1,611
766
$115K ﹤0.01%
+12,556
767
$109K ﹤0.01%
+13,900
768
$105K ﹤0.01%
11,300
+400
769
$95K ﹤0.01%
10,000
770
$89K ﹤0.01%
46,380
-5,620
771
$82K ﹤0.01%
11,605
772
$64K ﹤0.01%
2,655
-58
773
$59K ﹤0.01%
3,403
774
$58K ﹤0.01%
1,200
775
$51K ﹤0.01%
2,146
29 30
31
32 33