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
626
$299K 0.01%
3,325
627
$299K 0.01%
12,890
-1,530
628
$299K 0.01%
5,522
+932
629
$298K 0.01%
5,399
-940
630
$298K 0.01%
6,697
-1,743
631
$297K 0.01%
6,352
+1,204
632
$296K 0.01%
+5,750
633
$295K 0.01%
14,458
+527
634
$295K 0.01%
4,280
+885
635
$295K 0.01%
8,207
+370
636
$294K 0.01%
6,016
-726
637
$292K 0.01%
52,720
-7,790
638
$292K 0.01%
18,490
+1,190
639
$288K 0.01%
5,698
-1,787
640
$288K 0.01%
15,741
+1
641
$286K 0.01%
5,045
-4,868
642
$286K 0.01%
6,049
-450
643
$286K 0.01%
+8,449
644
$284K 0.01%
10,292
+92
645
$284K 0.01%
26,171
-1,269
646
$282K 0.01%
3,809
-2,077
647
$282K 0.01%
13,576
-1,200
648
$282K 0.01%
11,025
-2,290
649
$278K 0.01%
7,482
-94
650
$277K 0.01%
4,163
-1,350
24 25
26
27 28