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
$4.87B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.32M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.36M

Top Sells

1
+$6.77M
2
+$5.84M
3
+$5.58M
4
ASH icon
Ashland
ASH
+$5.12M
5
EMC
EMC CORPORATION
EMC
+$4.77M

Sector Composition

1 Financials 11.93%
2 Healthcare 11.44%
3 Technology 11.36%
4 Consumer Staples 9.55%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.28M 0.07%
86,481
+2,018
302
$3.23M 0.07%
21,180
-5,735
303
$3.22M 0.07%
139,144
-12,780
304
$3.22M 0.07%
45,098
+8,438
305
$3.21M 0.07%
61,162
-3,149
306
$3.19M 0.07%
39,261
-36
307
$3.19M 0.07%
21,356
+1,638
308
$3.18M 0.07%
154,436
+23,139
309
$3.14M 0.06%
57,586
-4,147
310
$3.13M 0.06%
47,957
+2,212
311
$3.1M 0.06%
38,689
+2,784
312
$3.1M 0.06%
67,884
+257
313
$3.04M 0.06%
31,472
-6,775
314
$3.04M 0.06%
518,721
+19,363
315
$3.02M 0.06%
13,134
-414
316
$2.96M 0.06%
83,580
-6,831
317
$2.87M 0.06%
46,419
+3,786
318
$2.83M 0.06%
20,360
-349
319
$2.82M 0.06%
92,504
-1,304
320
$2.82M 0.06%
17,949
+12,620
321
$2.82M 0.06%
79,514
-35,130
322
$2.82M 0.06%
22,257
-210
323
$2.8M 0.06%
59,208
-20,524
324
$2.79M 0.06%
12,844
+5,501
325
$2.79M 0.06%
54,735
+1,875
11 12
13
14 15