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
– –
-27,492
2527
– –
-38,731
2528
– –
-12,489
2529
– –
-14,620
2530
– –
-11,500
2531
– –
-11,975
2532
– –
-17,658
2533
– –
-5,807
2534
– –
-26,605
2535
– –
-11,193
2536
– –
-22,028
2537
– –
-20,500
2538
– –
-10,153
2539
– –
-1,898
2540
– –
-2,225
2541
– –
-26,860
2542
– –
-20,628
2543
– –
-8,617
2544
– –
-7,190
2545
– –
-4,512
2546
– –
-2,238
2547
– –
-13,867
2548
– –
-48,143
2549
– –
-28,360
2550
– –
-79,676
100 101
102
103 104