Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
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
+$16.1M
2
+$7.24M
3
+$4.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.11M
5
ADT
ADT Corp
ADT
+$3.41M

Top Sells

1
+$23.7M
2
+$9.97M
3
+$6.72M
4
MSFT icon
Microsoft
MSFT
+$4.91M
5
TGT icon
Target
TGT
+$3.8M

Sector Composition

1 Financials 11.69%
2 Healthcare 10.59%
3 Technology 10%
4 Energy 9.42%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.05M 0.1%
71,135
+2,666
227
$3.02M 0.1%
117,094
+19,665
228
$2.98M 0.09%
344,625
+97,488
229
$2.97M 0.09%
189,656
-3,705
230
$2.97M 0.09%
23,820
-1,417
231
$2.95M 0.09%
59,320
+13,724
232
$2.91M 0.09%
55,480
+6,975
233
$2.91M 0.09%
33,429
-6,860
234
$2.82M 0.09%
14,111
-9,504
235
$2.74M 0.09%
50,688
+4,695
236
$2.69M 0.08%
19,737
+4
237
$2.68M 0.08%
44,529
-34,519
238
$2.65M 0.08%
23,425
-2,284
239
$2.62M 0.08%
42,645
-2,371
240
$2.62M 0.08%
46,996
-5,190
241
$2.61M 0.08%
30,901
+1,971
242
$2.6M 0.08%
144,000
-16,000
243
$2.57M 0.08%
33,329
-102
244
$2.56M 0.08%
30,116
-2,118
245
$2.55M 0.08%
19,211
-8,413
246
$2.53M 0.08%
34,289
+3,261
247
$2.51M 0.08%
60,771
+8,029
248
$2.5M 0.08%
30,712
-2,759
249
$2.47M 0.08%
38,084
+273
250
$2.46M 0.08%
44,150
+2,143
8 9
10
11 12