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
176
$4.49M 0.14%
92,205
-4,844
177
$4.47M 0.14%
63,016
-2,977
178
$4.43M 0.14%
60,178
+13,437
179
$4.41M 0.14%
94,719
-10,841
180
$4.4M 0.14%
302,806
+45,101
181
$4.39M 0.14%
68,977
-6,884
182
$4.36M 0.14%
38,388
+13,983
183
$4.35M 0.14%
95,088
+27,098
184
$4.32M 0.14%
54,626
+5,706
185
$4.29M 0.14%
166,402
-9,391
186
$4.26M 0.13%
63,837
-370
187
$4.25M 0.13%
156,926
-8,250
188
$4.24M 0.13%
64,234
-5,782
189
$4.19M 0.13%
297,257
-25,916
190
$4.15M 0.13%
162,813
-4,542
191
$4.14M 0.13%
73,643
-3,687
192
$4.13M 0.13%
84,041
+7,769
193
$4.12M 0.13%
46,600
-2,464
194
$4.12M 0.13%
154,268
+190
195
$4.11M 0.13%
51,655
+2,056
196
$4.09M 0.13%
70,254
+7,651
197
$4.01M 0.13%
193,507
+7,113
198
$3.98M 0.13%
37,839
+20
199
$3.96M 0.12%
113,609
-3,903
200
$3.96M 0.12%
56,386
+5,641
6 7
8
9 10