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
751
$197K 0.01%
15,010
-66,986
752
$195K 0.01%
11,949
753
$193K 0.01%
19,370
754
$191K 0.01%
15,000
755
$184K 0.01%
+1,509
756
$182K 0.01%
1,177
+152
757
$178K 0.01%
+16,089
758
$175K 0.01%
5,650
-1,610
759
$174K 0.01%
17,333
-13,733
760
$173K 0.01%
+16,280
761
$154K ﹤0.01%
50,213
+4,910
762
$144K ﹤0.01%
17,113
-2,995
763
$144K ﹤0.01%
20,000
764
$137K ﹤0.01%
12,070
+1,420
765
$124K ﹤0.01%
+11,650
766
$120K ﹤0.01%
1,099
-1,611
767
$115K ﹤0.01%
+12,556
768
$109K ﹤0.01%
+13,900
769
$105K ﹤0.01%
11,300
+400
770
$95K ﹤0.01%
10,000
771
$89K ﹤0.01%
46,380
-5,620
772
$82K ﹤0.01%
11,605
773
$64K ﹤0.01%
2,655
-58
774
$59K ﹤0.01%
3,403
775
$58K ﹤0.01%
1,200
29 30
31
32 33