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
701
$238K 0.01%
942
+77
702
$237K 0.01%
2,864
-370
703
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2,864
704
$234K 0.01%
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705
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706
$233K 0.01%
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707
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5,611
-2,716
708
$230K 0.01%
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$228K 0.01%
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710
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711
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712
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713
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714
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715
$221K 0.01%
+4,978
716
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717
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719
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5,120
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722
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723
$213K 0.01%
2,421
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$211K 0.01%
3,552
-1,072
725
$210K 0.01%
3,004
-475
27 28
29
30 31