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
2601
– –
-33,726
2602
– –
-32,439
2603
– –
-15,416
2604
– –
-7,678
2605
– –
-4,098
2606
– –
-11,258
2607
– –
-7,392
2608
– –
-23,097
2609
– –
-42,591
2610
– –
-8,455
2611
– –
-15,213
2612
– –
-1,890
2613
– –
-9,189
2614
– –
-5,815
2615
– –
-10,313
2616
– –
-4,554
2617
– –
-3,256
2618
– –
-5,760
2619
– –
-62,175
2620
– –
-11,407
2621
– –
-6,102
2622
– –
-788
2623
– –
-6,980
2624
– –
-33,087
2625
– –
-50,035
103 104
105
106 107