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
301
$1.6M 0.05%
10,366
+384
302
$1.59M 0.05%
44,732
+3,450
303
$1.59M 0.05%
39,966
-1,274
304
$1.55M 0.05%
18,674
+10,511
305
$1.55M 0.05%
35,741
-12,580
306
$1.54M 0.05%
16,535
+2,455
307
$1.54M 0.05%
64,428
-5,476
308
$1.53M 0.05%
67,771
+4,000
309
$1.53M 0.05%
131,916
-71,616
310
$1.51M 0.05%
22,786
-366
311
$1.51M 0.05%
22,860
-3,709
312
$1.51M 0.05%
2,529
+500
313
$1.49M 0.05%
39,541
+213
314
$1.44M 0.05%
34,927
+2,526
315
$1.42M 0.04%
12,182
-310
316
$1.42M 0.04%
45,548
+5,996
317
$1.41M 0.04%
33,969
-3,790
318
$1.41M 0.04%
33,389
-2,458
319
$1.4M 0.04%
31,538
+3,480
320
$1.4M 0.04%
12,975
-192
321
$1.36M 0.04%
10,968
+788
322
$1.34M 0.04%
4,385
+382
323
$1.31M 0.04%
52,230
+38,752
324
$1.3M 0.04%
13,198
+1,725
325
$1.3M 0.04%
9,867
+513
11 12
13
14 15