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
526
$453K 0.01%
6,250
-805
527
$450K 0.01%
9,561
-1,561
528
$448K 0.01%
30,480
+6,221
529
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9,946
-484
530
$444K 0.01%
3,510
+126
531
$444K 0.01%
12,668
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532
$444K 0.01%
7,741
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533
$440K 0.01%
2,946
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534
$439K 0.01%
13,165
-5,593
535
$438K 0.01%
11,605
+247
536
$425K 0.01%
5,521
-1,231
537
$422K 0.01%
24,954
-9,520
538
$422K 0.01%
2,129
-80
539
$421K 0.01%
+13,327
540
$419K 0.01%
+6,135
541
$419K 0.01%
4,038
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542
$418K 0.01%
16,507
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543
$418K 0.01%
6,015
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544
$417K 0.01%
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545
$417K 0.01%
18,938
-2,263
546
$414K 0.01%
8,940
-7,330
547
$411K 0.01%
11,716
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548
$410K 0.01%
110,000
549
$408K 0.01%
11,541
-222
550
$408K 0.01%
680
-58
20 21
22
23 24