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
$4.87B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.32M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.36M

Top Sells

1
+$6.77M
2
+$5.84M
3
+$5.58M
4
ASH icon
Ashland
ASH
+$5.12M
5
EMC
EMC CORPORATION
EMC
+$4.77M

Sector Composition

1 Financials 11.93%
2 Healthcare 11.44%
3 Technology 11.36%
4 Consumer Staples 9.55%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$140M 2.88%
3,712,930
-154,860
2
$106M 2.17%
1,786,455
-34,310
3
$81.8M 1.68%
936,750
-16,230
4
$79.4M 1.63%
761,936
+19,934
5
$76.7M 1.58%
649,287
-8,817
6
$75.1M 1.54%
1,303,745
-21,728
7
$72.1M 1.48%
2,549,640
-36,972
8
$67.1M 1.38%
310,238
+29,158
9
$64.1M 1.32%
1,471,284
+8,028
10
$58.7M 1.21%
539,240
-10,499
11
$55M 1.13%
1,734,111
-33,296
12
$53M 1.09%
1,019,014
-16,918
13
$45.7M 0.94%
735,416
+11,566
14
$45.2M 0.93%
660,008
-2,942
15
$43.5M 0.89%
306,672
-25,448
16
$42.5M 0.87%
1,135,522
+9,581
17
$41.9M 0.86%
1,367,331
-47,134
18
$41.4M 0.85%
359,037
+3,965
19
$41.1M 0.84%
457,628
-75,458
20
$39.9M 0.82%
378,184
+19,109
21
$39.3M 0.81%
660,428
-5,642
22
$38.8M 0.8%
1,208,251
-38,852
23
$38.1M 0.78%
1,009,660
-47,608
24
$37.7M 0.78%
598,430
+8,972
25
$34.2M 0.7%
807,018
-5,258
1
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