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
601
$318K 0.01%
4,578
+1,523
602
$318K 0.01%
+6,241
603
$317K 0.01%
10,334
604
$315K 0.01%
8,578
-1,188
605
$314K 0.01%
8,225
-235
606
$313K 0.01%
3,540
-672
607
$313K 0.01%
6,375
+2,243
608
$313K 0.01%
6,445
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609
$312K 0.01%
+3,117
610
$311K 0.01%
3,218
-148
611
$309K 0.01%
2,808
+148
612
$309K 0.01%
3,325
613
$308K 0.01%
7,008
+400
614
$308K 0.01%
5,300
-339
615
$307K 0.01%
7,104
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616
$307K 0.01%
3,615
617
$307K 0.01%
6,333
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618
$305K 0.01%
4,772
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619
$305K 0.01%
+4,390
620
$305K 0.01%
8,397
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621
$304K 0.01%
4,603
-493
622
$303K 0.01%
+6,874
623
$301K 0.01%
5,081
+662
624
$301K 0.01%
6,849
+164
625
$300K 0.01%
8,104
-1,655
23 24
25
26 27