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
151
$5.23M 0.16%
457,959
+42,470
152
$5.22M 0.16%
63,423
+1,374
153
$5.22M 0.16%
53,536
-667
154
$5.22M 0.16%
127,538
-11,500
155
$5.21M 0.16%
69,612
+4,222
156
$5.16M 0.16%
463,258
157
$5.12M 0.16%
66,332
+28,210
158
$5.08M 0.16%
222,666
+33,726
159
$5.03M 0.16%
60,621
-5,191
160
$5.03M 0.16%
64,354
-728
161
$5.01M 0.16%
146,697
-972
162
$4.97M 0.16%
46,419
-7,734
163
$4.96M 0.16%
33,281
+7,435
164
$4.94M 0.16%
19,719
-80
165
$4.94M 0.16%
31,013
+7,575
166
$4.91M 0.15%
163,780
+113,954
167
$4.88M 0.15%
874,027
+72,903
168
$4.86M 0.15%
66,473
-5,174
169
$4.77M 0.15%
117,505
+2,167
170
$4.65M 0.15%
69,185
+894
171
$4.61M 0.15%
85,364
+19,108
172
$4.58M 0.14%
37,753
+13,403
173
$4.57M 0.14%
60,831
+28,842
174
$4.55M 0.14%
113,875
-3,950
175
$4.53M 0.14%
44,911
+409
5 6
7
8 9