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
451
$624K 0.02%
21,330
-5,792
452
$617K 0.02%
5,709
-828
453
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24,212
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454
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31,791
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455
$609K 0.02%
6,518
456
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17,536
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457
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19,810
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458
$599K 0.02%
9,135
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459
$598K 0.02%
14,466
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460
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29,500
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461
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462
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463
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9,433
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464
$586K 0.02%
13,512
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466
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7,064
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$578K 0.02%
12,421
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471
$577K 0.02%
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$576K 0.02%
4,315
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473
$569K 0.02%
3,076
-861
474
$567K 0.02%
9,886
-7,097
475
$566K 0.02%
20,762
-1,390
17 18
19
20 21