Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$125M 3.95%
3,120,515
-589,392
2
$75.4M 2.37%
1,121,545
+43,881
3
$64M 2.02%
739,949
+38,134
4
$54M 1.7%
553,128
-3,917
5
$44.1M 1.39%
235,856
+6,358
6
$43.4M 1.37%
550,467
+24,483
7
$40.5M 1.28%
2,113,776
+61,824
8
$34.6M 1.09%
290,849
-1,518
9
$33.9M 1.07%
413,514
+19,482
10
$33.6M 1.06%
819,447
-119,776
11
$33.6M 1.06%
402,063
-492
12
$33.4M 1.05%
1,096,468
+2,710
13
$31.5M 0.99%
413,815
-3,206
14
$30.8M 0.97%
535,481
+54,704
15
$29.3M 0.92%
713,408
+31,183
16
$27.4M 0.86%
279,411
+6,347
17
$26.2M 0.83%
678,491
+73,989
18
$25.9M 0.82%
700,887
+3,121
19
$25.7M 0.81%
207,191
-29,848
20
$25.7M 0.81%
1,198,371
-210
21
$25.5M 0.8%
259,843
-4,642
22
$25.2M 0.8%
977,520
-141,132
23
$24.7M 0.78%
578,376
+17,019
24
$24.6M 0.77%
288,667
+4,556
25
$24.5M 0.77%
444,864
+17,616
1
2 3 4 5