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
76
$12M 0.38%
674,619
+10,690
77
$11.8M 0.37%
591,396
+106,976
78
$11.7M 0.37%
125,584
+10,339
79
$11.7M 0.37%
750,684
+35,972
80
$11.3M 0.36%
304,353
-177
81
$11.3M 0.36%
211,569
-5,582
82
$11.2M 0.35%
561,593
+53,614
83
$11.1M 0.35%
141,776
+14,052
84
$10.9M 0.34%
372,327
+22,780
85
$10.8M 0.34%
261,031
-55,855
86
$10.7M 0.34%
194,839
+11,375
87
$10.5M 0.33%
223,634
+11,615
88
$10.5M 0.33%
621,420
-55,600
89
$10.4M 0.33%
447,809
+40,978
90
$10.4M 0.33%
636,120
+97,536
91
$10.2M 0.32%
166,396
+13,712
92
$9.61M 0.3%
256,697
-3,081
93
$9.6M 0.3%
120,391
+22,681
94
$9.59M 0.3%
227,810
+29,158
95
$9.5M 0.3%
83,616
+8,191
96
$9.45M 0.3%
166,616
+2,324
97
$9.39M 0.3%
249,598
+36,306
98
$9.37M 0.3%
131,577
+3,784
99
$9.35M 0.29%
417,194
-16,538
100
$9.31M 0.29%
169,982
+50,520
2 3
4
5 6