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
$4.87B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.32M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.36M

Top Sells

1
+$6.77M
2
+$5.84M
3
+$5.58M
4
ASH icon
Ashland
ASH
+$5.12M
5
EMC
EMC CORPORATION
EMC
+$4.77M

Sector Composition

1 Financials 11.93%
2 Healthcare 11.44%
3 Technology 11.36%
4 Consumer Staples 9.55%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.4M 0.36%
329,694
+18,700
77
$17.4M 0.36%
209,821
-742
78
$17.3M 0.36%
203,468
-3,553
79
$17.2M 0.35%
188,883
+5,886
80
$17.2M 0.35%
258,127
+4,029
81
$16.9M 0.35%
452,075
-45,152
82
$16.8M 0.34%
400,300
+8,080
83
$16.7M 0.34%
333,926
-5,394
84
$16.5M 0.34%
306,512
+42,172
85
$16.2M 0.33%
166,533
+943
86
$16.2M 0.33%
406,475
+5,518
87
$16.2M 0.33%
403,140
+27,060
88
$15.6M 0.32%
195,499
+4,129
89
$15.5M 0.32%
172,826
-6,278
90
$15.4M 0.32%
241,106
-17,457
91
$15M 0.31%
102,007
-4,071
92
$14.8M 0.31%
97,747
-9,377
93
$14.8M 0.3%
248,583
+2,552
94
$14.7M 0.3%
438,898
-21,660
95
$14.7M 0.3%
188,631
+122
96
$14.5M 0.3%
330,856
-7,156
97
$14.3M 0.29%
489,239
+14,738
98
$14M 0.29%
84,050
+3,124
99
$14M 0.29%
198,401
+790
100
$13.8M 0.28%
198,607
+6,940
2 3
4
5 6