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
101
$9.26M 0.29%
74,922
-5,940
102
$8.79M 0.28%
144,866
-654
103
$8.74M 0.28%
119,862
+9,190
104
$8.63M 0.27%
314,957
+58,244
105
$8.56M 0.27%
258,783
+1,693
106
$8.47M 0.27%
125,303
+287
107
$8.23M 0.26%
70,406
-640
108
$8.14M 0.26%
166,571
+17,206
109
$8.12M 0.26%
163,303
+4,925
110
$8.11M 0.26%
123,569
-6,708
111
$8.08M 0.25%
86,142
-9,458
112
$8.08M 0.25%
6,776
-128
113
$7.95M 0.25%
229,969
-624
114
$7.83M 0.25%
133,050
-6,329
115
$7.79M 0.25%
116,602
-37,827
116
$7.44M 0.23%
53,249
+5,141
117
$7.39M 0.23%
296,156
-892
118
$7.35M 0.23%
74,962
-4,274
119
$7.34M 0.23%
145,669
-1,119
120
$7.26M 0.23%
70,448
+3,030
121
$7.21M 0.23%
196,648
+12,040
122
$7.19M 0.23%
120,836
-1,066
123
$7.14M 0.22%
103,855
-1,987
124
$7.07M 0.22%
22,474
-31,696
125
$6.97M 0.22%
85,003
-14,040
3 4
5
6 7