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
201
$3.96M 0.12%
75,646
-1,400
202
$3.94M 0.12%
89,857
-10,109
203
$3.93M 0.12%
74,452
-59,932
204
$3.88M 0.12%
52,750
-3,601
205
$3.86M 0.12%
140,801
+33,723
206
$3.75M 0.12%
34,694
+2,630
207
$3.71M 0.12%
27,439
-1,021
208
$3.63M 0.11%
40,307
-5,110
209
$3.59M 0.11%
21,976
+660
210
$3.57M 0.11%
448,663
+20,295
211
$3.56M 0.11%
158,566
+127,100
212
$3.54M 0.11%
28,531
+1,856
213
$3.54M 0.11%
59,015
+33,716
214
$3.53M 0.11%
96,985
-44,340
215
$3.44M 0.11%
40,604
-6,364
216
$3.44M 0.11%
35,365
-1,059
217
$3.35M 0.11%
78,761
+15,296
218
$3.32M 0.1%
25,358
+10,015
219
$3.27M 0.1%
32,448
+2,635
220
$3.24M 0.1%
92,749
+4,018
221
$3.23M 0.1%
39,818
-222
222
$3.21M 0.1%
104,158
+1,495
223
$3.21M 0.1%
54,457
-2,979
224
$3.16M 0.1%
70,689
+6,817
225
$3.05M 0.1%
24,330
-4,077
7 8
9
10 11