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
26
$24.1M 0.76%
462,420
+46,302
27
$24.1M 0.76%
247,411
+9,148
28
$23.5M 0.74%
500,312
+2,879
29
$23.3M 0.74%
255,712
+11,201
30
$23M 0.73%
829,056
-6,022
31
$22.6M 0.71%
565,494
+7,395
32
$21.8M 0.69%
225,450
+31,593
33
$21.4M 0.67%
778,590
-190
34
$21.4M 0.67%
101,370
+4,801
35
$21.3M 0.67%
410,079
+2,319
36
$21.1M 0.66%
298,575
+58,202
37
$20.5M 0.65%
398,939
-2,355
38
$20.4M 0.64%
428,359
+152,284
39
$20.1M 0.63%
617,080
+78,261
40
$20M 0.63%
275,077
-18,838
41
$19.7M 0.62%
143,768
-8,859
42
$19.3M 0.61%
497,836
+7,284
43
$19M 0.6%
573,082
+141,801
44
$18.5M 0.58%
342,252
-23,821
45
$17M 0.54%
655,227
-75,123
46
$16.8M 0.53%
277,046
-62,871
47
$16.5M 0.52%
429,400
+1,880
48
$16.1M 0.51%
165,609
+3,016
49
$16.1M 0.51%
+401,079
50
$15.9M 0.5%
159,961
+8,906
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