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
2551
– –
-7,854
2552
– –
-7,400
2553
– –
-18,403
2554
– –
-12,396
2555
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-31,534
2556
– –
-11,380
2557
– –
-11,671
2558
– –
-9,086
2559
– –
-2,817
2560
– –
-15,672
2561
– –
-11,137
2562
– –
-55,830
2563
– –
-19,440
2564
– –
-38,878
2565
– –
-11,174
2566
– –
-16,250
2567
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-14,564
2568
– –
-9,343
2569
– –
-45,988
2570
– –
-185,500
2571
– –
-12,684
2572
– –
-1,543
2573
– –
-22,798
2574
– –
-23,879
2575
– –
-18,526
101 102
103
104 105