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
126
$6.94M 0.22%
188,550
-182,423
127
$6.79M 0.21%
4,333
+897
128
$6.69M 0.21%
141,843
-1,997
129
$6.68M 0.21%
87,351
-8,916
130
$6.53M 0.21%
128,966
+9,676
131
$6.52M 0.21%
379,047
+11,894
132
$6.34M 0.2%
81,564
-4,831
133
$6.24M 0.2%
158,492
+414
134
$6.22M 0.2%
197,682
-625
135
$6.21M 0.2%
398,047
+12,530
136
$6.2M 0.2%
168,792
+5,676
137
$6.03M 0.19%
191,234
-3,850
138
$5.96M 0.19%
53,368
+15,392
139
$5.89M 0.19%
51,965
+1,988
140
$5.88M 0.19%
133,821
+2,189
141
$5.8M 0.18%
61,430
+5,417
142
$5.79M 0.18%
30,797
+745
143
$5.76M 0.18%
112,975
-7,811
144
$5.69M 0.18%
53,815
+1,031
145
$5.67M 0.18%
143,245
+1,950
146
$5.62M 0.18%
83,087
-7,465
147
$5.62M 0.18%
100,180
+3,820
148
$5.6M 0.18%
130,486
+15,732
149
$5.38M 0.17%
165,758
-6,528
150
$5.34M 0.17%
129,720
-1,713
4 5
6
7 8