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
501
$510K 0.02%
34,312
502
$509K 0.02%
10,703
+3,245
503
$502K 0.02%
8,569
+930
504
$499K 0.02%
7,023
+288
505
$497K 0.02%
11,849
+790
506
$496K 0.02%
11,058
-46
507
$496K 0.02%
19,920
-909
508
$494K 0.02%
9,537
-1,125
509
$492K 0.02%
5,912
-1,241
510
$491K 0.02%
6,789
+256
511
$488K 0.02%
8,235
-306
512
$488K 0.02%
11,531
-2,792
513
$487K 0.02%
11,872
-639
514
$487K 0.02%
6,754
-1,077
515
$486K 0.02%
3,939
-129
516
$477K 0.02%
27,464
-8,271
517
$476K 0.02%
10,227
-999
518
$472K 0.01%
21,606
+8,398
519
$469K 0.01%
8,713
-3,289
520
$468K 0.01%
4,437
-1,017
521
$462K 0.01%
7,839
+255
522
$459K 0.01%
20,172
523
$457K 0.01%
4,246
+644
524
$455K 0.01%
16,986
-1,995
525
$453K 0.01%
23,821
-1,432
19 20
21
22 23