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
676
$254K 0.01%
17,678
+1,183
677
$254K 0.01%
19,575
-840
678
$253K 0.01%
9,330
+1,825
679
$251K 0.01%
2,198
+304
680
$250K 0.01%
4,785
681
$250K 0.01%
24,650
-1,360
682
$250K 0.01%
1,522
+349
683
$250K 0.01%
7,824
-1,839
684
$249K 0.01%
+16,105
685
$249K 0.01%
2,081
+106
686
$249K 0.01%
5,786
687
$247K 0.01%
8,032
+179
688
$246K 0.01%
10,158
+2,133
689
$245K 0.01%
17,561
+204
690
$245K 0.01%
26,100
+14,350
691
$245K 0.01%
2,887
-736
692
$244K 0.01%
+6,598
693
$242K 0.01%
5,600
-11,777
694
$241K 0.01%
3,032
-370
695
$241K 0.01%
5,000
696
$241K 0.01%
9,150
-770
697
$241K 0.01%
6,741
-2,915
698
$241K 0.01%
2,885
-730
699
$239K 0.01%
+6,119
700
$239K 0.01%
5,702
-2,193
26 27
28
29 30