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
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$161M
3
+$148M
4
MO icon
Altria Group
MO
+$142M
5
NDAQ icon
Nasdaq
NDAQ
+$134M

Top Sells

1
+$184M
2
+$120M
3
+$112M
4
MRK icon
Merck
MRK
+$112M
5
TGT icon
Target
TGT
+$99.1M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-12,369
2527
– –
-16,950
2528
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-6,617
2529
– –
-23,466
2530
– –
-14,600
2531
– –
-6,241
2532
– –
-10,000
2533
– –
-21,300
2534
– –
-13,000
2535
– –
-4,512
2536
– –
-2,238
2537
– –
-13,867
2538
– –
-48,143
2539
– –
-28,360
2540
– –
-400
2541
– –
-79,676
2542
– –
-11,137
2543
– –
-46,840
2544
– –
-4,861
2545
– –
-3,768
2546
– –
-4,420
2547
– –
-1,328
2548
– –
-17,685
2549
– –
-100,000
2550
– –
-6,434
100 101
102
103 104