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
51
$15.9M 0.5%
182,530
-7,871
52
$15.8M 0.5%
596,814
-23,664
53
$15.3M 0.48%
136,150
-15,031
54
$15.2M 0.48%
299,300
-13,812
55
$15M 0.47%
186,514
-10,264
56
$14.9M 0.47%
186,290
-3,814
57
$14.9M 0.47%
210,436
+2,006
58
$14.6M 0.46%
194,409
+24,907
59
$14.1M 0.45%
200,905
-15,050
60
$13.8M 0.44%
75,161
-4,282
61
$13.7M 0.43%
187,077
+10,809
62
$13.6M 0.43%
434,391
+76,343
63
$13.6M 0.43%
119,709
-487
64
$13.5M 0.43%
353,904
+1,872
65
$13.3M 0.42%
170,382
-103
66
$13.3M 0.42%
187,673
+30,915
67
$13.2M 0.42%
105,573
+24,996
68
$12.7M 0.4%
211,032
+2,674
69
$12.7M 0.4%
244,548
+13,212
70
$12.7M 0.4%
506,858
-109,552
71
$12.5M 0.39%
153,597
+9,537
72
$12.5M 0.39%
228,464
+12,978
73
$12.4M 0.39%
648,712
+90,556
74
$12.2M 0.38%
104,972
+6,047
75
$12.2M 0.38%
230,378
+18,444
1 2
3
4 5