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
651
$275K 0.01%
5,464
-12
652
$273K 0.01%
10,430
+1,284
653
$272K 0.01%
3,482
654
$271K 0.01%
11,306
-3,108
655
$268K 0.01%
+18,745
656
$268K 0.01%
+2,494
657
$267K 0.01%
3,640
-112
658
$267K 0.01%
5,066
-467
659
$266K 0.01%
12,536
+1,165
660
$266K 0.01%
4,105
-139
661
$264K 0.01%
3,681
+39
662
$262K 0.01%
8,701
+2,401
663
$259K 0.01%
14,305
+2,200
664
$259K 0.01%
9,346
+96
665
$258K 0.01%
+7,449
666
$258K 0.01%
5,058
-49
667
$258K 0.01%
7,178
+1,979
668
$258K 0.01%
3,025
-65
669
$257K 0.01%
35,995
-5,900
670
$257K 0.01%
2,294
-13
671
$257K 0.01%
7,158
+12
672
$257K 0.01%
10,809
+74
673
$256K 0.01%
+3,847
674
$256K 0.01%
3,480
-18
675
$255K 0.01%
14,761
+3,944
25 26
27
28 29