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
101
$13.7M 0.28%
541,925
-16,450
102
$13.4M 0.27%
307,522
-23,824
103
$13.2M 0.27%
211,266
+2,562
104
$13.1M 0.27%
181,261
+1,085
105
$13.1M 0.27%
234,502
-8,446
106
$12.8M 0.26%
153,412
+4,470
107
$12.8M 0.26%
88,281
-6,070
108
$12.7M 0.26%
228,070
+8,937
109
$12.7M 0.26%
610,451
-34,825
110
$12.6M 0.26%
340,500
-35,341
111
$12.3M 0.25%
132,762
+3,822
112
$12.3M 0.25%
138,231
-1,890
113
$12.1M 0.25%
232,405
+7,572
114
$12M 0.25%
180,038
+566
115
$11.8M 0.24%
104,817
+15,375
116
$11.7M 0.24%
138,198
-5,379
117
$11.6M 0.24%
246,403
-17,427
118
$11.6M 0.24%
88,149
-5,333
119
$11.5M 0.24%
291,487
-61,546
120
$11.3M 0.23%
121,152
-8,702
121
$11M 0.23%
703,469
+26,834
122
$10.9M 0.23%
203,070
-1,135
123
$10.9M 0.22%
344,413
+34,719
124
$10.9M 0.22%
249,659
+1,891
125
$10.8M 0.22%
83,748
-2,252
3 4
5
6 7